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Johnson Financial Group Inc (Wisconsin)’s Morgan Stanley MS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		$447K Sell
2,718
-653
-19% -$113K 0.02% 237
2025
Q4 		$598K Sell
3,371
-321
-9% -$53.5K 0.02% 216
2025
Q3 		$587K Buy
3,692
+476
+15% +$70.3K 0.02% 232
2025
Q2 		$453K Buy
3,216
+1,440
+81% +$177K 0.02% 224
2025
Q1 		$207K Sell
1,776
-142
-7% -$18.3K 0.01% 346
2024
Q4 		$267K Buy
1,918
+569
+42% +$70.1K 0.01% 267
2024
Q3 		$141K Buy
1,349
+592
+78% +$59.6K 0.01% 401
2024
Q2 		$73.6K Buy
757
+137
+22% +$13K ﹤0.01% 412
2024
Q1 		$58.4K Sell
620
-1,832
-75% -$161K ﹤0.01% 412
2023
Q4 		$229K Buy
2,452
+1,320
+117% +$106K 0.01% 283
2023
Q3 		$92.5K Sell
1,132
-1,037
-48% -$90K 0.01% 315
2023
Q2 		$185K Sell
2,169
-235
-10% -$20.1K 0.01% 275
2023
Q1 		$211K Buy
2,404
+69
+3% +$6.44K 0.02% 265
2022
Q4 		$199K Sell
2,335
-325
-12% -$27.7K 0.02% 248
2022
Q3 		$217K Sell
2,660
-6,640
-71% -$560K 0.02% 230
2022
Q2 		$707K Sell
9,300
-32
-0.3% -$2.62K 0.05% 152
2022
Q1 		$815K Buy
9,332
+618
+7% +$59.6K 0.06% 151
2021
Q4 		$855K Buy
8,714
+102
+1% +$10.2K 0.05% 148
2021
Q3 		$838K Sell
8,612
-452
-5% -$44.8K 0.06% 141
2021
Q2 		$831K Sell
9,064
-160
-2% -$13.7K 0.05% 147
2021
Q1 		$716K Sell
9,224
-1,605
-15% -$123K 0.05% 150
2020
Q4 		$742K Buy
10,829
+9,684
+846% +$556K 0.06% 129
2020
Q3 		$56K Hold
1,145
– – 0.01% 274
2020
Q2 		$56K Sell
1,145
-5,503
-83% -$231K 0.01% 269
2020
Q1 		$226K Buy
6,648
+8
+0.1% +$377 0.03% 184
2019
Q4 		$339K Buy
6,640
+3,874
+140% +$183K 0.03% 168
2019
Q3 		$118K Buy
2,766
+712
+35% +$30.4K 0.01% 263
2019
Q2 		$90K Hold
2,054
– – 0.01% 282
2019
Q1 		$86K Sell
2,054
-310
-13% -$13K 0.01% 277
2018
Q4 		$94K Sell
2,364
-180
-7% -$7.86K 0.01% 263
2018
Q3 		$118K Hold
2,544
– – 0.01% 249
2018
Q2 		$120K Hold
2,544
– – 0.01% 248
2018
Q1 		$137K Buy
2,544
+19
+0.8% +$1.05K 0.02% 244
2017
Q4 		$132K Buy
2,525
+200
+9% +$10.1K 0.02% 261
2017
Q3 		$112K Buy
2,325
+733
+46% +$34K 0.01% 268
2017
Q2 		$71K Sell
1,592
-405
-20% -$17.5K 0.01% 324
2017
Q1 		$85K Sell
1,997
-170
-8% -$7.54K 0.01% 344
2016
Q4 		$91K Sell
2,167
-45,270
-95% -$1.71M 0.01% 347
2016
Q3 		$1.52M Buy
47,437
+298
+0.6% +$8.89K 0.2% 105
2016
Q2 		$1.23M Buy
47,139
+10,265
+28% +$268K 0.17% 120
2016
Q1 		$922K Buy
36,874
+8,619
+31% +$220K 0.18% 118
2015
Q4 		$899K Sell
28,255
-9,046
-24% -$301K 0.19% 113
2015
Q3 		$1.18M Buy
37,301
+2,507
+7% +$91.3K 0.26% 90
2015
Q2 		$1.35M Buy
34,794
+64
+0.2% +$2.44K 0.28% 88
2015
Q1 		$1.24M Buy
34,730
+33,549
+2,841% +$1.2M 0.27% 88
2014
Q4 		$46K Hold
1,181
– – 0.01% 505
2014
Q3 		$40K Buy
1,181
+561
+90% +$18.7K 0.01% 474
2014
Q2 		$20K Hold
620
– – 0.01% 546
2014
Q1 		$19K Sell
620
-4,465
-88% -$138K 0.01% 530
2013
Q4 		$159K Hold
5,085
– – 0.05% 228
2013
Q3 		$137K Buy
5,085
+1,888
+59% +$50.7K 0.04% 250
2013
Q2 		$78K Buy
+3,197
New +$75.8K 0.02% 358

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Morgan Stanley (MS) stake by 19% in Q1 2026, selling an estimated $113K and leaving 2,718 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #237.

Johnson Financial Group Inc (Wisconsin) first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.52M in Q3 2016. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 2,718 shares of Morgan Stanley worth $447K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 653 Morgan Stanley shares in Q1 2026, an estimated $113K.
  • Morgan Stanley made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #237 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Morgan Stanley position peaked at $1.52M in Q3 2016.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.