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Illinois Municipal Retirement Fund’s Morgan Stanley MS Stock Holding History

Illinois Municipal Retirement Fund’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 		$22.2M Sell
106,161
-27,059
-20% -$5.36M 0.25% 77
2026
Q1 		$21.9M Buy
133,220
+19,449
+17% +$3.37M 0.28% 72
2025
Q4 		$20.2M Buy
113,771
+9,971
+10% +$1.66M 0.25% 89
2025
Q3 		$16.5M Buy
103,800
+6,025
+6% +$890K 0.21% 108
2025
Q2 		$13.8M Sell
97,775
-1,454
-1% -$179K 0.19% 133
2025
Q1 		$11.6M Hold
99,229
– – 0.17% 149
2024
Q4 		$12.5M Buy
99,229
+4,767
+5% +$587K 0.18% 137
2024
Q3 		$9.85M Buy
94,462
+175
+0.2% +$17.6K 0.14% 198
2024
Q2 		$9.16M Sell
94,287
-16,718
-15% -$1.59M 0.14% 202
2024
Q1 		$10.5M Buy
111,005
+49,729
+81% +$4.38M 0.16% 174
2023
Q4 		$5.71M Hold
61,276
– – 0.1% 256
2023
Q3 		$5M Hold
61,276
– – 0.09% 267
2023
Q2 		$5.23M Sell
61,276
-35,103
-36% -$3M 0.11% 263
2023
Q1 		$8.46M Sell
96,379
-7,137
-7% -$666K 0.18% 174
2022
Q4 		$8.8M Buy
103,516
+42,240
+69% +$3.6M 0.2% 156
2022
Q3 		$4.84M Hold
61,276
– – 0.12% 231
2022
Q2 		$4.66M Sell
61,276
-12,133
-17% -$994K 0.11% 244
2022
Q1 		$6.42M Buy
73,409
+1,452
+2% +$140K 0.19% 183
2021
Q4 		$7.06M Buy
71,957
+27,078
+60% +$2.7M 0.2% 168
2021
Q3 		$4.37M Hold
44,879
– – 0.16% 207
2021
Q2 		$4.12M Sell
44,879
-25,129
-36% -$2.15M 0.17% 197
2021
Q1 		$5.44M Sell
70,008
-8,123
-10% -$623K 0.24% 129
2020
Q4 		$5.35M Buy
78,131
+53,814
+221% +$3.09M 0.25% 117
2020
Q3 		$1.18M Buy
24,317
+6,355
+35% +$320K 0.16% 166
2020
Q2 		$868K Buy
+17,962
New +$754K 0.36% 120

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

Illinois Municipal Retirement Fund's MS Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its Morgan Stanley (MS) stake by 20% in Q2 2026, selling an estimated $5.36M and leaving 106,161 shares worth $22.2M. The position accounts for 0.25% of the portfolio, ranked #77.

Illinois Municipal Retirement Fund first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Illinois Municipal Retirement Fund held 106,161 shares of Morgan Stanley worth $22.2M as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 27,059 Morgan Stanley shares in Q2 2026, an estimated $5.36M.
  • Morgan Stanley made up 0.25% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #77 holding.
  • Illinois Municipal Retirement Fund first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.