George Soros’s Morgan Stanley MS Stock Holding History

George Soros’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	$3.99M	Buy	+19,096	New	+$3.78M	0.05%	186
2021 Q1	–	Sell	-99,701	Closed	-$6.83M	–	243
2020 Q4	$6.83M	Hold	99,701	–	–	0.13%	102
2020 Q3	$4.82M	Sell	99,701 -482,562	-83%	-$24.3M	0.12%	91
2020 Q2	$28.1M	Buy	+582,263	New	+$24.5M	0.63%	32
2020 Q1	–	Sell	-134,143	Closed	-$6.86M	–	159
2019 Q4	$6.86M	Hold	134,143	–	–	0.22%	78
2019 Q3	$5.72M	Sell	134,143 -486,325	-78%	-$20.8M	0.16%	97
2019 Q2	$27.2M	Buy	620,468 +102,006	+20%	+$4.55M	0.64%	33
2019 Q1	$21.9M	Buy	518,462 +252,602	+95%	+$10.6M	0.51%	45
2018 Q4	$10.5M	Sell	265,860 -32,095	-11%	-$1.4M	0.32%	70
2018 Q3	$13.9M	Sell	297,955 -210,603	-41%	-$10.3M	0.3%	69
2018 Q2	$24.1M	Buy	508,558 +10,899	+2%	+$570K	0.39%	57
2018 Q1	$26.9M	Buy	+497,659	New	+$27.5M	0.44%	50

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

George Soros's MS Position: Q2 2026 in Review

George Soros opened a new position in Morgan Stanley (MS) in Q2 2026: 19,096 shares worth $3.99M. The stake represents 0.05% of the portfolio and ranks #186 among its holdings. This is a return to the name: George Soros previously reported a position in MS as recently as Q4 2020.

George Soros first reported a position in MS in Q1 2018 and has held it in 12 quarters since. The position peaked at $28.1M in Q2 2020. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.

George Soros held 19,096 shares of Morgan Stanley worth $3.99M as of Q2 2026.
Morgan Stanley was a new George Soros position in Q2 2026.
Morgan Stanley made up 0.05% of George Soros's portfolio in Q2 2026, its #186 holding.
George Soros first reported a position in Morgan Stanley in Q1 2018 and has held it in 12 quarters since.
George Soros's Morgan Stanley position peaked at $28.1M in Q2 2020.
2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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