Livforsakringsbolaget Skandia’s Morgan Stanley MS Stock Holding History

Livforsakringsbolaget Skandia’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	$14.2M	Buy	86,138 +6,947	+9%	+$1.2M	0.55%	47
2025 Q4	$14.1M	Sell	79,191 -552	-0.7%	-$92.1K	0.55%	43
2025 Q3	$12.7M	Buy	79,743 +1,800	+2%	+$266K	0.5%	50
2025 Q2	$11M	Buy	77,943 +27,100	+53%	+$3.33M	0.48%	54
2025 Q1	$5.93M	Buy	50,843 +41,700	+456%	+$5.37M	0.33%	77
2024 Q4	$1.15M	Hold	9,143	–	–	0.06%	182
2024 Q3	$953K	Buy	9,143 +6,981	+323%	+$703K	0.05%	203
2024 Q2	$210K	Sell	2,162 -500	-19%	-$47.6K	0.02%	229
2024 Q1	$251K	Hold	2,662	–	–	0.02%	228
2023 Q4	$248K	Buy	2,662 +999	+60%	+$79.9K	0.02%	226
2023 Q3	$136K	Hold	1,663	–	–	0.01%	246
2023 Q2	$142K	Sell	1,663 -43,750	-96%	-$3.74M	0.01%	252
2023 Q1	$3.98M	Hold	45,413	–	–	0.42%	63
2022 Q4	$3.86M	Hold	45,413	–	–	0.44%	59
2022 Q3	$3.59M	Sell	45,413 -15,800	-26%	-$1.33M	0.44%	62
2022 Q2	$4.66M	Sell	61,213 -3,900	-6%	-$319K	0.41%	60
2022 Q1	$5.69M	Hold	65,113	–	–	0.38%	65
2021 Q4	$6.39M	Sell	65,113 -6,800	-9%	-$677K	0.41%	61
2021 Q3	$7M	Sell	71,913 -4,000	-5%	-$396K	0.44%	53
2021 Q2	$6.96M	Buy	75,913 +6,100	+9%	+$523K	0.42%	56
2021 Q1	$5.42M	Buy	69,813 +7,800	+13%	+$598K	0.38%	69
2020 Q4	$4.25M	Buy	62,013 +7,699	+14%	+$442K	0.36%	66
2020 Q3	$2.63M	Sell	54,314 -1,000	-2%	-$50.4K	0.28%	77
2020 Q2	$2.67M	Hold	55,314	–	–	0.31%	76
2020 Q1	$1.88M	Buy	55,314 +3,500	+7%	+$165K	0.26%	90
2019 Q4	$2.65M	Sell	51,814 -5,000	-9%	-$237K	0.32%	90
2019 Q3	$2.42M	Hold	56,814	–	–	0.29%	95
2019 Q2	$2.49M	Buy	56,814 +1,500	+3%	+$66.9K	0.31%	89
2019 Q1	$2.33M	Buy	55,314 +1,300	+2%	+$54.7K	0.31%	87
2018 Q4	$2.14M	Hold	54,014	–	–	0.32%	86
2018 Q3	$2.52M	Sell	54,014 -20,500	-28%	-$1M	0.3%	100
2018 Q2	$3.53M	Buy	74,514 +3,000	+4%	+$157K	0.32%	84
2018 Q1	$3.86M	Hold	71,514	–	–	0.37%	70
2017 Q4	$3.75M	Sell	71,514 -9,200	-11%	-$465K	0.36%	78
2017 Q3	$3.89M	Hold	80,714	–	–	0.35%	73
2017 Q2	$3.6M	Hold	80,714	–	–	0.33%	80
2017 Q1	$3.46M	Sell	80,714 -43,850	-35%	-$1.95M	0.32%	83
2016 Q4	$5.26K	Buy	124,564 +51,001	+69%	+$1.93M	0.27%	71
2016 Q3	$1.71M	Sell	73,563 -98,601	-57%	-$2.94M	0.08%	322
2016 Q2	$4.47M	Hold	172,164	–	–	0.2%	111
2016 Q1	$4.31M	Hold	172,164	–	–	0.2%	111
2015 Q4	$5.48M	Buy	172,164 +14,400	+9%	+$478K	0.26%	85
2015 Q3	$4.97M	Hold	157,764	–	–	0.26%	80
2015 Q2	$6.12M	Hold	157,764	–	–	0.3%	74
2015 Q1	$5.63M	Sell	157,764 -4,800	-3%	-$172K	0.28%	80
2014 Q4	$6.31M	Sell	162,564 -67,400	-29%	-$2.4M	0.29%	69
2014 Q3	$7.95M	Hold	229,964	–	–	0.3%	71
2014 Q2	$7.43M	Hold	229,964	–	–	0.27%	87
2014 Q1	$7.17M	Buy	229,964 +211,264	+1,130%	+$6.53M	0.27%	85
2013 Q4	$586K	Hold	18,700	–	–	0.38%	92
2013 Q3	$504K	Hold	18,700	–	–	0.35%	95
2013 Q2	$457K	Buy	+18,700	New	+$443K	0.33%	93

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Livforsakringsbolaget Skandia's MS Position: Q1 2026 in Review

Livforsakringsbolaget Skandia increased its Morgan Stanley (MS) stake by 8.8% in Q1 2026, buying an estimated $1.2M and bringing the position to 86,138 shares worth $14.2M. The position accounts for 0.55% of the portfolio, ranked #47.

Livforsakringsbolaget Skandia first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Livforsakringsbolaget Skandia held 86,138 shares of Morgan Stanley worth $14.2M as of Q1 2026.
Livforsakringsbolaget Skandia bought 6,947 Morgan Stanley shares in Q1 2026, an estimated $1.2M.
Morgan Stanley made up 0.55% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #47 holding.
Livforsakringsbolaget Skandia first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.