GAM
MS icon

Generali Asset Management’s Morgan Stanley MS Stock Holding History

Generali Asset 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 		$30.6M Buy
146,152
+14,924
+11% +$2.96M 0.55% 39
2026
Q1 		$21.6M Buy
131,228
+2,264
+2% +$392K 0.45% 47
2025
Q4 		$22.9M Buy
128,964
+7,950
+7% +$1.33M 0.47% 43
2025
Q3 		$19.2M Buy
121,014
+3,706
+3% +$547K 0.41% 52
2025
Q2 		$16.5M Sell
117,308
-24,027
-17% -$2.95M 0.38% 55
2025
Q1 		$16.5M Sell
141,335
-15,753
-10% -$2.03M 0.41% 49
2024
Q4 		$19.7M Buy
+157,088
New +$19.3M 0.5% 34

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
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

Generali Asset Management's MS Position: Q2 2026 in Review

Generali Asset Management increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $2.96M and bringing the position to 146,152 shares worth $30.6M. The position accounts for 0.55% of the portfolio, ranked #39.

Generali Asset Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Generali Asset Management held 146,152 shares of Morgan Stanley worth $30.6M as of Q2 2026.
  • Generali Asset Management bought 14,924 Morgan Stanley shares in Q2 2026, an estimated $2.96M.
  • Morgan Stanley made up 0.55% of Generali Asset Management's portfolio in Q2 2026, its #39 holding.
  • Generali Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.