GIC
MS icon

Generali Investments CEE’s Morgan Stanley MS Stock Holding History

Generali Investments CEE’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 		$6.6M Sell
31,551
-2,623
-8% -$519K 0.31% 93
2026
Q1 		$5.62M Buy
34,174
+3,000
+10% +$519K 0.29% 98
2025
Q4 		$5.53M Sell
31,174
-11,000
-26% -$1.83M 0.39% 72
2025
Q3 		$6.7M Buy
42,174
+13,774
+49% +$2.03M 0.51% 53
2025
Q2 		$4M Hold
28,400
– – 0.33% 99
2025
Q1 		$3.31M Sell
28,400
-2,000
-7% -$258K 0.31% 109
2024
Q4 		$3.82M Buy
+30,400
New +$3.74M 0.39% 83

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 Investments CEE's MS Position: Q2 2026 in Review

Generali Investments CEE reduced its Morgan Stanley (MS) stake by 7.7% in Q2 2026, selling an estimated $519K and leaving 31,551 shares worth $6.6M. The position accounts for 0.31% of the portfolio, ranked #93.

Generali Investments CEE first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.7M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Generali Investments CEE held 31,551 shares of Morgan Stanley worth $6.6M as of Q2 2026.
  • Generali Investments CEE sold 2,623 Morgan Stanley shares in Q2 2026, an estimated $519K.
  • Morgan Stanley made up 0.31% of Generali Investments CEE's portfolio in Q2 2026, its #93 holding.
  • Generali Investments CEE first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments CEE's Morgan Stanley position peaked at $6.7M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.