Kentucky Retirement Systems’s Morgan Stanley MS Stock Holding History

Kentucky Retirement Systems’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	$3.59M	Buy	114,385 +42,075	+58%	+$7.28M	0.26%	92
2025 Q4	$12.8M	Hold	72,310	–	–	0.35%	48
2025 Q3	$11.5M	Sell	72,310 -1,201	-2%	-$177K	0.32%	53
2025 Q2	$10.4M	Sell	73,511 -4,817	-6%	-$592K	0.3%	58
2025 Q1	$9.14M	Sell	78,328 -7,279	-9%	-$938K	0.28%	73
2024 Q4	$10.8M	Sell	85,607 -1,179	-1%	-$145K	0.32%	56
2024 Q3	$9.05M	Sell	86,786 -7,513	-8%	-$757K	0.27%	71
2024 Q2	$9.16M	Sell	94,299 -842	-0.9%	-$80.2K	0.27%	75
2024 Q1	$8.96M	Sell	95,141 -5,977	-6%	-$526K	0.27%	77
2023 Q4	$9.43M	Buy	101,118 +3,639	+4%	+$291K	0.29%	71
2023 Q3	$7.96M	Sell	97,479 -7,260	-7%	-$630K	0.28%	78
2023 Q2	$8.95M	Buy	104,739 +1,438	+1%	+$123K	0.3%	72
2023 Q1	$9.07M	Sell	103,301 -1,983	-2%	-$185K	0.33%	66
2022 Q4	$8.95M	Buy	105,284 +460	+0.4%	+$39.2K	0.35%	67
2022 Q3	$8.28M	Buy	104,824 +960	+0.9%	+$80.9K	0.35%	62
2022 Q2	$7.9M	Buy	103,864 +13,506	+15%	+$1.11M	0.33%	66
2022 Q1	$7.9M	Buy	90,358 +3,495	+4%	+$337K	0.32%	66
2021 Q4	$8.53M	Buy	86,863 +733	+0.9%	+$73K	0.35%	60
2021 Q3	$8.38M	Sell	86,130 -546	-0.6%	-$54.1K	0.39%	54
2021 Q2	$7.95M	Sell	86,676 -5,669	-6%	-$486K	0.38%	60
2021 Q1	$7.17M	Buy	92,345 +5,103	+6%	+$391K	0.35%	65
2020 Q4	$5.98M	Buy	87,242 +17,358	+25%	+$996K	0.31%	72
2020 Q3	$3.38M	Buy	69,884 +3,218	+5%	+$162K	0.21%	106
2020 Q2	$3.22M	Sell	66,666 -17,347	-21%	-$729K	0.23%	101
2020 Q1	$2.86M	Buy	84,013 +20,728	+33%	+$976K	0.2%	119
2019 Q4	$3.23M	Sell	63,285 -1,080	-2%	-$51.1K	0.24%	99
2019 Q3	$2.75M	Buy	64,365 +4,825	+8%	+$206K	0.22%	106
2019 Q2	$2.61M	Buy	59,540 +2,761	+5%	+$123K	0.23%	98
2019 Q1	$2.4M	Sell	56,779 -87	-0.2%	-$3.66K	0.23%	98
2018 Q4	$2.25M	Buy	56,866 +397	+0.7%	+$17.3K	0.25%	91
2018 Q3	$2.63M	Sell	56,469 -1,404	-2%	-$68.6K	0.25%	91
2018 Q2	$2.74M	Sell	57,873 -14,132	-20%	-$738K	0.28%	76
2018 Q1	$3.88M	Sell	72,005 -13,841	-16%	-$766K	0.33%	70
2017 Q4	$4.5M	Sell	85,846 -1,610	-2%	-$81.4K	0.32%	73
2017 Q3	$4.21M	Sell	87,456 -3,850	-4%	-$179K	0.32%	74
2017 Q2	$4.07M	Sell	91,306 -821	-0.9%	-$35.4K	0.31%	79
2017 Q1	$3.95M	Sell	92,127 -12,516	-12%	-$555K	0.3%	78
2016 Q4	$4.42M	Sell	104,643 -41,473	-28%	-$1.57M	0.32%	75
2016 Q3	$4.68M	Buy	146,116 +17,634	+14%	+$526K	0.31%	77
2016 Q2	$3.34M	Sell	128,482 -11,868	-8%	-$310K	0.22%	112
2016 Q1	$3.51M	Buy	140,350 +25,639	+22%	+$654K	0.21%	113
2015 Q4	$3.65M	Buy	114,711 +10,164	+10%	+$338K	0.27%	89
2015 Q3	$3.29M	Buy	104,547 +865	+0.8%	+$31.5K	0.28%	85
2015 Q2	$4.02M	Sell	103,682 -90	-0.1%	-$3.42K	0.33%	74
2015 Q1	$3.7M	Sell	103,772 -9,722	-9%	-$349K	0.3%	81
2014 Q4	$4.4M	Sell	113,494 -5,645	-5%	-$201K	0.32%	80
2014 Q3	$4.12M	Buy	+119,139	New	+$3.97M	0.3%	81
2014 Q1	$3.62M	Buy	116,275 +1,890	+2%	+$58.4K	0.26%	94
2013 Q4	$3.59M	Sell	114,385 -1,119	-1%	-$33.3K	0.26%	92
2013 Q3	$3.11M	Buy	+115,504	New	+$3.1M	0.25%	92

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kentucky Retirement Systems's MS Position: Q1 2026 in Review

Kentucky Retirement Systems increased its Morgan Stanley (MS) stake by 58% in Q1 2026, buying an estimated $7.28M and bringing the position to 114,385 shares worth $3.59M. The position accounts for 0.26% of the portfolio, ranked #92.

Kentucky Retirement Systems first reported a position in MS in Q3 2013 and has held it in 50 quarters since. The position peaked at $12.8M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Kentucky Retirement Systems held 114,385 shares of Morgan Stanley worth $3.59M as of Q1 2026.
Kentucky Retirement Systems bought 42,075 Morgan Stanley shares in Q1 2026, an estimated $7.28M.
Morgan Stanley made up 0.26% of Kentucky Retirement Systems's portfolio in Q1 2026, its #92 holding.
Kentucky Retirement Systems first reported a position in Morgan Stanley in Q3 2013 and has held it in 50 quarters since.
Kentucky Retirement Systems's Morgan Stanley position peaked at $12.8M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kentucky Retirement Systems's 13F filing for Q1 2026, filed 19 May 2026.