Groupama Asset Management’s Morgan Stanley MS Stock Holding History

Groupama 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	$63.5M	Buy	300,005 +6,624	+2%	+$1.31M	0.8%	37
2026 Q1	$48.3M	Buy	293,381 +2,871	+1%	+$497K	0.71%	42
2025 Q4	$51.6M	Sell	290,510 -18,532	-6%	-$3.09M	0.76%	39
2025 Q3	$49.1M	Buy	309,042 +26,754	+9%	+$3.95M	0.72%	36
2025 Q2	$39.7M	Buy	282,288 +8,694	+3%	+$1.07M	0.66%	37
2025 Q1	$31.6M	Buy	273,594 +22,196	+9%	+$2.86M	0.63%	41
2024 Q4	$31.6M	Buy	251,398 +170,811	+212%	+$21M	0.65%	40
2024 Q3	$6.74M	Sell	80,587 -8,080	-9%	-$814K	0.18%	86
2024 Q2	$8.62M	Buy	88,667 +10,192	+13%	+$970K	0.12%	101
2024 Q1	$9.28M	Sell	78,475 -30,364	-28%	-$2.67M	0.17%	107
2023 Q4	$10.1M	Buy	+108,839	New	+$8.71M	0.26%	72

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

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

Groupama Asset Management increased its Morgan Stanley (MS) stake by 2.3% in Q2 2026, buying an estimated $1.31M and bringing the position to 300,005 shares worth $63.5M. The position accounts for 0.8% of the portfolio, ranked #37.

Groupama Asset Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Groupama Asset Management held 300,005 shares of Morgan Stanley worth $63.5M as of Q2 2026.
Groupama Asset Management bought 6,624 Morgan Stanley shares in Q2 2026, an estimated $1.31M.
Morgan Stanley made up 0.8% of Groupama Asset Management's portfolio in Q2 2026, its #37 holding.
Groupama Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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