Jennison Associates
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Jennison Associates’s Morgan Stanley MS Stock Holding History

Jennison Associates’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 		$482K Buy
+2,305
New +$456K ﹤0.01% 551
2020
Q1 		– Sell
-136,239
Closed -$6.96M – 679
2019
Q4 		$6.96M Sell
136,239
-289,425
-68% -$13.7M 0.01% 409
2019
Q3 		$18.2M Sell
425,664
-128,702
-23% -$5.5M 0.02% 327
2019
Q2 		$24.3M Sell
554,366
-78,695
-12% -$3.51M 0.02% 316
2019
Q1 		$26.7M Sell
633,061
-776,644
-55% -$32.7M 0.03% 311
2018
Q4 		$55.9M Sell
1,409,705
-1,755,723
-55% -$76.6M 0.06% 190
2018
Q3 		$147M Sell
3,165,428
-275,847
-8% -$13.5M 0.14% 98
2018
Q2 		$163M Sell
3,441,275
-145,804
-4% -$7.62M 0.16% 81
2018
Q1 		$194M Sell
3,587,079
-31,435
-0.9% -$1.74M 0.19% 67
2017
Q4 		$190M Buy
3,618,514
+656,494
+22% +$33.2M 0.19% 73
2017
Q3 		$143M Sell
2,962,020
-54,177
-2% -$2.51M 0.15% 103
2017
Q2 		$134M Sell
3,016,197
-649,039
-18% -$28M 0.14% 110
2017
Q1 		$157M Sell
3,665,236
-182,639
-5% -$8.1M 0.17% 88
2016
Q4 		$163M Sell
3,847,875
-202,964
-5% -$7.67M 0.18% 90
2016
Q3 		$130M Sell
4,050,839
-13,042,661
-76% -$389M 0.14% 125
2016
Q2 		$444M Sell
17,093,500
-370,049
-2% -$9.68M 0.49% 50
2016
Q1 		$437M Sell
17,463,549
-4,977,039
-22% -$127M 0.46% 52
2015
Q4 		$714M Sell
22,440,588
-433,635
-2% -$14.4M 0.7% 42
2015
Q3 		$721M Sell
22,874,223
-1,120,852
-5% -$40.8M 0.74% 36
2015
Q2 		$931M Sell
23,995,075
-463,024
-2% -$17.6M 0.85% 32
2015
Q1 		$873M Sell
24,458,099
-5,616,125
-19% -$202M 0.8% 35
2014
Q4 		$1.17B Buy
30,074,224
+3,120,026
+12% +$111M 1.09% 23
2014
Q3 		$932M Sell
26,954,198
-113,008
-0.4% -$3.77M 0.86% 32
2014
Q2 		$875M Buy
27,067,206
+1,039,193
+4% +$32M 0.8% 37
2014
Q1 		$811M Buy
26,028,013
+6,757,595
+35% +$209M 0.78% 41
2013
Q4 		$604M Sell
19,270,418
-13,483,975
-41% -$401M 0.59% 49
2013
Q3 		$883M Sell
32,754,393
-805,911
-2% -$21.6M 0.93% 29
2013
Q2 		$820M Buy
+33,560,304
New +$796M 0.92% 28

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

Jennison Associates's MS Position: Q2 2026 in Review

Jennison Associates opened a new position in Morgan Stanley (MS) in Q2 2026: 2,305 shares worth $482K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Jennison Associates previously reported a position in MS as recently as Q4 2019.

Jennison Associates first reported a position in MS in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.17B in Q4 2014. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jennison Associates held 2,305 shares of Morgan Stanley worth $482K as of Q2 2026.
  • Morgan Stanley was a new Jennison Associates position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Jennison Associates's portfolio in Q2 2026, its #551 holding.
  • Jennison Associates first reported a position in Morgan Stanley in Q2 2013 and has held it in 28 quarters since.
  • Jennison Associates's Morgan Stanley position peaked at $1.17B in Q4 2014.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.