M&G plc’s Morgan Stanley MS Stock Holding History

M&G plc’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	$2.08M	Hold	12,635	–	–	0.01%	302
2025 Q4	$2.25M	Hold	12,635	–	–	0.01%	298
2025 Q3	$2.01M	Buy	+12,635	New	+$1.87M	0.01%	308

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

M&G plc's MS Position: Q1 2026 in Review

M&G plc held its Morgan Stanley (MS) position steady in Q1 2026 at 12,635 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #302.

M&G plc first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

M&G plc held 12,635 shares of Morgan Stanley worth $2.08M as of Q1 2026.
M&G plc left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.01% of M&G plc's portfolio in Q1 2026, its #302 holding.
M&G plc first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
M&G plc's Morgan Stanley position peaked at $2.25M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on M&G plc's 13F filing for Q1 2026, filed 13 May 2026.