Holocene Advisors
MS icon

Holocene Advisors’s Morgan Stanley MS Stock Holding History

Holocene Advisors’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 		$220M Buy
1,052,219
+440,802
+72% +$87.3M 0.5% 49
2026
Q1 		$101M Sell
611,417
-1,118,318
-65% -$194M 0.24% 110
2025
Q4 		$307M Buy
1,729,735
+1,276,274
+281% +$213M 0.64% 31
2025
Q3 		$72.1M Buy
453,461
+449,677
+11,884% +$66.4M 0.16% 145
2025
Q2 		$533K Sell
3,784
-390,811
-99% -$48M ﹤0.01% 694
2025
Q1 		$46M Buy
+394,595
New +$50.8M 0.13% 177
2024
Q4 		– Sell
-435,373
Closed -$45.4M – 839
2024
Q3 		$45.4M Buy
+435,373
New +$43.8M 0.18% 158
2024
Q2 		– Sell
-1,134,974
Closed -$107M – 790
2024
Q1 		$107M Buy
1,134,974
+762,156
+204% +$67.1M 0.39% 83
2023
Q4 		$34.8M Buy
+372,818
New +$29.8M 0.14% 180
2023
Q1 		– Sell
-75,998
Closed -$6.46M – 827
2022
Q4 		$6.46M Buy
+75,998
New +$6.48M 0.04% 255
2022
Q1 		– Sell
-889,917
Closed -$87.4M – 966
2021
Q4 		$87.4M Buy
+889,917
New +$88.6M 0.45% 78
2021
Q3 		– Sell
-608,188
Closed -$55.8M – 914
2021
Q2 		$55.8M Sell
608,188
-377,591
-38% -$32.4M 0.31% 110
2021
Q1 		$76.6M Buy
+985,779
New +$75.5M 0.48% 60
2020
Q4 		– Sell
-383,732
Closed -$18.6M – 808
2020
Q3 		$18.6M Sell
383,732
-332,026
-46% -$16.7M 0.14% 183
2020
Q2 		$34.6M Buy
+715,758
New +$30.1M 0.3% 98
2019
Q3 		– Sell
-14,302
Closed -$627K – 811
2019
Q2 		$627K Sell
14,302
-133,018
-90% -$5.93M 0.01% 409
2019
Q1 		$6.22M Buy
+147,320
New +$6.2M 0.1% 124

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

Holocene Advisors's MS Position: Q2 2026 in Review

Holocene Advisors increased its Morgan Stanley (MS) stake by 72% in Q2 2026, buying an estimated $87.3M and bringing the position to 1,052,219 shares worth $220M. The position accounts for 0.5% of the portfolio, ranked #49.

Holocene Advisors first reported a position in MS in Q1 2019 and has held it in 17 quarters since. The position peaked at $307M in Q4 2025. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Holocene Advisors held 1,052,219 shares of Morgan Stanley worth $220M as of Q2 2026.
  • Holocene Advisors bought 440,802 Morgan Stanley shares in Q2 2026, an estimated $87.3M.
  • Morgan Stanley made up 0.5% of Holocene Advisors's portfolio in Q2 2026, its #49 holding.
  • Holocene Advisors first reported a position in Morgan Stanley in Q1 2019 and has held it in 17 quarters since.
  • Holocene Advisors's Morgan Stanley position peaked at $307M in Q4 2025.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.