Loomis, Sayles & Company
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Loomis, Sayles & Company’s Morgan Stanley MS Stock Holding History

Loomis, Sayles & Company’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 		$10.4M Sell
49,868
-6,855
-12% -$1.36M 0.01% 382
2026
Q1 		$9.33M Buy
56,723
+2,570
+5% +$445K 0.01% 362
2025
Q4 		$9.61M Sell
54,153
-18,079
-25% -$3.02M 0.01% 363
2025
Q3 		$11.5M Sell
72,232
-2,356
-3% -$348K 0.01% 333
2025
Q2 		$10.5M Buy
74,588
+1,251
+2% +$154K 0.01% 374
2025
Q1 		$8.56M Buy
73,337
+8,785
+14% +$1.13M 0.01% 372
2024
Q4 		$8.12M Buy
64,552
+10,056
+18% +$1.24M 0.01% 390
2024
Q3 		$5.68M Buy
54,496
+20,871
+62% +$2.1M 0.01% 408
2024
Q2 		$3.27M Buy
33,625
+7,838
+30% +$746K ﹤0.01% 431
2024
Q1 		$2.43M Buy
25,787
+212
+0.8% +$18.7K ﹤0.01% 441
2023
Q4 		$2.38M Sell
25,575
-11,127
-30% -$890K ﹤0.01% 435
2023
Q3 		$3M Sell
36,702
-1,702
-4% -$148K 0.01% 421
2023
Q2 		$3.28M Sell
38,404
-2,187
-5% -$187K 0.01% 418
2023
Q1 		$3.56M Buy
40,591
+462
+1% +$43.1K 0.01% 416
2022
Q4 		$3.41M Sell
40,129
-6,591
-14% -$562K 0.01% 397
2022
Q3 		$3.69M Sell
46,720
-168,849
-78% -$14.2M 0.01% 380
2022
Q2 		$16.4M Sell
215,569
-127,991
-37% -$10.5M 0.03% 279
2022
Q1 		$30M Sell
343,560
-69,051
-17% -$6.66M 0.04% 231
2021
Q4 		$40.5M Sell
412,611
-84,452
-17% -$8.41M 0.05% 197
2021
Q3 		$48.4M Buy
497,063
+903
+0.2% +$89.5K 0.06% 153
2021
Q2 		$45.5M Sell
496,160
-90,347
-15% -$7.75M 0.06% 170
2021
Q1 		$45.5M Buy
586,507
+406,880
+227% +$31.2M 0.06% 163
2020
Q4 		$12.3M Buy
179,627
+174,784
+3,609% +$10M 0.02% 327
2020
Q3 		$234K Buy
4,843
+4,366
+915% +$220K ﹤0.01% 501
2020
Q2 		$23K Sell
477
-26
-5% -$1.09K ﹤0.01% 559
2020
Q1 		$17K Sell
503
-1,795
-78% -$84.5K ﹤0.01% 588
2019
Q4 		$117K Buy
2,298
+200
+10% +$9.47K ﹤0.01% 560
2019
Q3 		$90K Sell
2,098
-27,589
-93% -$1.18M ﹤0.01% 561
2019
Q2 		$1.3M Buy
29,687
+22,175
+295% +$989K ﹤0.01% 483
2019
Q1 		$317K Buy
7,512
+304
+4% +$12.8K ﹤0.01% 538
2018
Q4 		$285K Buy
+7,208
New +$315K ﹤0.01% 570
2018
Q3 		– Sell
-48,199
Closed -$2.29M – 929
2018
Q2 		$2.29M Buy
48,199
+30,443
+171% +$1.59M ﹤0.01% 547
2018
Q1 		$958K Sell
17,756
-13,343
-43% -$739K ﹤0.01% 571
2017
Q4 		$1.63M Buy
31,099
+6,734
+28% +$341K ﹤0.01% 551
2017
Q3 		$1.17M Buy
24,365
+7,644
+46% +$355K ﹤0.01% 564
2017
Q2 		$745K Sell
16,721
-7,529
-31% -$325K ﹤0.01% 564
2017
Q1 		$1.04M Sell
24,250
-36,050
-60% -$1.6M ﹤0.01% 572
2016
Q4 		$2.55M Buy
+60,300
New +$2.28M 0.01% 572
2014
Q2 		– Sell
-7,700
Closed -$240K – 769
2014
Q1 		$240K Buy
+7,700
New +$238K ﹤0.01% 627

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

Loomis, Sayles & Company's MS Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Morgan Stanley (MS) stake by 12% in Q2 2026, selling an estimated $1.36M and leaving 49,868 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #382.

Loomis, Sayles & Company first reported a position in MS in Q1 2014 and has held it in 39 quarters since. The position peaked at $48.4M in Q3 2021. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Loomis, Sayles & Company held 49,868 shares of Morgan Stanley worth $10.4M as of Q2 2026.
  • Loomis, Sayles & Company sold 6,855 Morgan Stanley shares in Q2 2026, an estimated $1.36M.
  • Morgan Stanley made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #382 holding.
  • Loomis, Sayles & Company first reported a position in Morgan Stanley in Q1 2014 and has held it in 39 quarters since.
  • Loomis, Sayles & Company's Morgan Stanley position peaked at $48.4M in Q3 2021.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.