Geode Capital Management
MS icon

Geode Capital Management’s Morgan Stanley MS Stock Holding History

Geode Capital 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 		$4.54B Buy
27,702,674
+632,117
+2% +$109M 0.28% 54
2025
Q4 		$4.79B Buy
27,070,557
+534,708
+2% +$89.2M 0.3% 49
2025
Q3 		$4.2B Sell
26,535,849
-97,243
-0.4% -$14.4M 0.27% 58
2025
Q2 		$3.74B Sell
26,633,092
-29,297
-0.1% -$3.6M 0.26% 59
2025
Q1 		$3.1B Buy
26,662,389
+817,636
+3% +$105M 0.24% 71
2024
Q4 		$3.24B Buy
25,844,753
+604,024
+2% +$74.4M 0.25% 63
2024
Q3 		$2.62B Buy
25,240,729
+269,633
+1% +$27.2M 0.21% 75
2024
Q2 		$2.42B Buy
24,971,096
+428,558
+2% +$40.8M 0.21% 82
2024
Q1 		$2.3B Buy
24,542,538
+680,646
+3% +$59.9M 0.21% 81
2023
Q4 		$2.22B Buy
23,861,892
+241,414
+1% +$19.3M 0.23% 75
2023
Q3 		$1.92B Sell
23,620,478
-5,538
-0% -$481K 0.23% 77
2023
Q2 		$2.01B Buy
23,626,016
+422,710
+2% +$36.2M 0.24% 75
2023
Q1 		$2.03B Sell
23,203,306
-54,842
-0.2% -$5.12M 0.26% 69
2022
Q4 		$1.97B Buy
23,258,148
+97,672
+0.4% +$8.32M 0.28% 75
2022
Q3 		$1.83B Sell
23,160,476
-538,432
-2% -$45.4M 0.28% 66
2022
Q2 		$1.8B Buy
23,698,908
+59,327
+0.3% +$4.86M 0.26% 68
2022
Q1 		$2.06B Sell
23,639,581
-211,384
-0.9% -$20.4M 0.26% 69
2021
Q4 		$2.33B Buy
23,850,965
+183,686
+0.8% +$18.3M 0.28% 62
2021
Q3 		$2.3B Sell
23,667,279
-452,962
-2% -$44.9M 0.31% 56
2021
Q2 		$2.21B Buy
24,120,241
+830,122
+4% +$71.2M 0.3% 60
2021
Q1 		$1.8B Buy
23,290,119
+1,428,700
+7% +$109M 0.28% 66
2020
Q4 		$1.49B Buy
21,861,419
+3,876,631
+22% +$222M 0.25% 70
2020
Q3 		$868M Sell
17,984,788
-61,630
-0.3% -$3.1M 0.17% 109
2020
Q2 		$870M Buy
18,046,418
+376,516
+2% +$15.8M 0.19% 104
2020
Q1 		$600M Sell
17,669,902
-594,209
-3% -$28M 0.16% 130
2019
Q4 		$932M Buy
18,264,111
+65,726
+0.4% +$3.11M 0.19% 102
2019
Q3 		$775M Buy
18,198,385
+234,134
+1% +$10M 0.18% 107
2019
Q2 		$786M Buy
17,964,251
+392,296
+2% +$17.5M 0.19% 98
2019
Q1 		$740M Buy
17,571,955
+601,929
+4% +$25.3M 0.19% 96
2018
Q4 		$672M Buy
16,970,026
+956,583
+6% +$41.7M 0.21% 91
2018
Q3 		$744M Sell
16,013,443
-154,303
-1% -$7.54M 0.21% 86
2018
Q2 		$765M Buy
16,167,746
+473,324
+3% +$24.7M 0.24% 74
2018
Q1 		$845M Buy
15,694,422
+745,739
+5% +$41.3M 0.28% 67
2017
Q4 		$783M Buy
14,948,683
+206,318
+1% +$10.4M 0.27% 71
2017
Q3 		$709M Buy
14,742,365
+158,663
+1% +$7.36M 0.26% 76
2017
Q2 		$649M Buy
14,583,702
+127,395
+0.9% +$5.49M 0.26% 76
2017
Q1 		$618M Buy
14,456,307
+970,041
+7% +$43M 0.25% 75
2016
Q4 		$569M Buy
13,486,266
+327,177
+2% +$12.4M 0.26% 69
2016
Q3 		$421M Buy
13,159,089
+177,126
+1% +$5.28M 0.21% 90
2016
Q2 		$337M Sell
12,981,963
-180,993
-1% -$4.73M 0.18% 109
2016
Q1 		$329K Buy
13,162,956
+489,414
+4% +$12.5M 0.17% 108
2015
Q4 		$402M Sell
12,673,542
-119,726
-0.9% -$3.98M 0.23% 83
2015
Q3 		$402M Buy
12,793,268
+74,367
+0.6% +$2.71M 0.24% 81
2015
Q2 		$492M Buy
12,718,901
+166,514
+1% +$6.34M 0.28% 69
2015
Q1 		$447M Buy
12,552,387
+367,300
+3% +$13.2M 0.26% 81
2014
Q4 		$472M Buy
12,185,087
+406,179
+3% +$14.4M 0.28% 75
2014
Q3 		$407M Buy
11,778,908
+1,164,310
+11% +$38.8M 0.26% 79
2014
Q2 		$343M Sell
10,614,598
-213,571
-2% -$6.58M 0.22% 93
2014
Q1 		$337M Buy
10,828,169
+219,730
+2% +$6.79M 0.23% 92
2013
Q4 		$333M Buy
10,608,439
+619,704
+6% +$18.4M 0.23% 89
2013
Q3 		$269M Buy
9,988,735
+418,548
+4% +$11.2M 0.22% 92
2013
Q2 		$234M Buy
+9,570,187
New +$227M 0.21% 97

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management's MS Position: Q1 2026 in Review

Geode Capital Management increased its Morgan Stanley (MS) stake by 2.3% in Q1 2026, buying an estimated $109M and bringing the position to 27,702,674 shares worth $4.54B. The position accounts for 0.28% of the portfolio, ranked #54.

Geode Capital Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.79B in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Geode Capital Management held 27,702,674 shares of Morgan Stanley worth $4.54B as of Q1 2026.
  • Geode Capital Management bought 632,117 Morgan Stanley shares in Q1 2026, an estimated $109M.
  • Morgan Stanley made up 0.28% of Geode Capital Management's portfolio in Q1 2026, its #54 holding.
  • Geode Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's Morgan Stanley position peaked at $4.79B in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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