GIM
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Glenmede Investment Management’s Morgan Stanley MS Stock Holding History

Glenmede Investment 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
2025
Q3 		$22.8M Sell
143,625
-1,530
-1% -$226K 0.11% 164
2025
Q2 		$20.4M Buy
+145,155
New +$17.8M 0.1% 173

Other funds holding MS

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Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glenmede Investment Management's MS Position: Q3 2025 in Review

Glenmede Investment Management reduced its Morgan Stanley (MS) stake by 1.1% in Q3 2025, selling an estimated $226K and leaving 143,625 shares worth $22.8M. The position accounts for 0.11% of the portfolio, ranked #164.

Glenmede Investment Management first reported a position in MS in Q2 2025 and has held it in 2 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Glenmede Investment Management held 143,625 shares of Morgan Stanley worth $22.8M as of Q3 2025.
  • Glenmede Investment Management sold 1,530 Morgan Stanley shares in Q3 2025, an estimated $226K.
  • Morgan Stanley made up 0.11% of Glenmede Investment Management's portfolio in Q3 2025, its #164 holding.
  • Glenmede Investment Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 2 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.