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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
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fullerton Fund Management's MS Position: Q1 2026 in Review

Fullerton Fund Management opened a new position in Morgan Stanley (MS) in Q1 2026: 414,871 shares worth $68.3M. The stake represents 5.47% of the portfolio and ranks #7 among its holdings. This is a return to the name: Fullerton Fund Management previously reported a position in MS as recently as Q4 2024.

Fullerton Fund Management first reported a position in MS in Q4 2020 and has held it in 15 quarters since. The position peaked at $76.8M in Q4 2021. 2,493 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fullerton Fund Management held 414,871 shares of Morgan Stanley worth $68.3M as of Q1 2026.
  • Morgan Stanley was a new Fullerton Fund Management position in Q1 2026.
  • Morgan Stanley made up 5.47% of Fullerton Fund Management's portfolio in Q1 2026, its #7 holding.
  • Fullerton Fund Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 15 quarters since.
  • Fullerton Fund Management's Morgan Stanley position peaked at $76.8M in Q4 2021.
  • 2,493 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fullerton Fund Management's 13F filing for Q1 2026, filed 15 May 2026.