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Fullerton Fund Management’s Morgan Stanley MS Stock Holding History

Fullerton Fund Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.4M Buy
475,664
+60,793
+15% +$12M 6.39% 5
2026
Q1 		$68.3M Buy
+414,871
New +$71.8M 5.47% 7
2025
Q1 		– Sell
-442,733
Closed -$55.7M – 139
2024
Q4 		$55.7M Buy
442,733
+435,110
+5,708% +$53.6M 1.94% 16
2024
Q3 		$795K Buy
7,623
+1,823
+31% +$184K 0.03% 65
2024
Q2 		$564K Hold
5,800
– – 0.03% 70
2024
Q1 		$546K Sell
5,800
-291,553
-98% -$25.7M 0.03% 67
2023
Q4 		$27.7M Buy
+297,353
New +$23.8M 1.61% 18
2023
Q3 		– Sell
-274,842
Closed -$23.5M – 68
2023
Q2 		$23.5M Buy
+274,842
New +$23.5M 1.64% 23
2023
Q1 		– Sell
-116,159
Closed -$9.88M – 87
2022
Q4 		$9.88M Sell
116,159
-17,483
-13% -$1.49M 0.74% 31
2022
Q3 		$10.6M Buy
+133,642
New +$11.3M 0.79% 37
2022
Q2 		– Sell
-4,485
Closed -$392K – 65
2022
Q1 		$392K Sell
4,485
-778,095
-99% -$75.1M 0.02% 55
2021
Q4 		$76.8M Buy
782,580
+123,281
+19% +$12.3M 3.85% 9
2021
Q3 		$64.2M Sell
659,299
-107,921
-14% -$10.7M 3.89% 6
2021
Q2 		$70.3M Buy
767,220
+14,737
+2% +$1.26M 4.79% 5
2021
Q1 		$58.4M Buy
752,483
+349,214
+87% +$26.8M 4.5% 5
2020
Q4 		$27.6M Buy
+403,269
New +$23.1M 2.03% 16

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fullerton Fund Management's MS Position: Q2 2026 in Review

Fullerton Fund Management increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $12M and bringing the position to 475,664 shares worth $99.4M. The position accounts for 6.39% of the portfolio, ranked #5.

Fullerton Fund Management first reported a position in MS in Q4 2020 and has held it in 16 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fullerton Fund Management held 475,664 shares of Morgan Stanley worth $99.4M as of Q2 2026.
  • Fullerton Fund Management bought 60,793 Morgan Stanley shares in Q2 2026, an estimated $12M.
  • Morgan Stanley made up 6.39% of Fullerton Fund Management's portfolio in Q2 2026, its #5 holding.
  • Fullerton Fund Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 16 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fullerton Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.