Man Group’s Morgan Stanley MS Stock Holding History

Man Group’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	$3.92M	Sell	23,800 -46,300	-66%	-$8.02M	0.01%	1272
2025 Q4	$12.4M	Sell	70,100 -47,500	-40%	-$7.92M	0.02%	695
2025 Q3	$18.7M	Buy	117,600 +32,400	+38%	+$4.78M	0.03%	530
2025 Q2	$12M	Sell	85,200 -59,400	-41%	-$7.3M	0.02%	705
2025 Q1	$16.9M	Buy	144,600 +42,000	+41%	+$5.41M	0.04%	514
2024 Q4	$12.9M	Buy	102,600 +60,700	+145%	+$7.48M	0.03%	627
2024 Q3	$4.37M	Buy	41,900 +6,700	+19%	+$675K	0.01%	1074
2024 Q2	$3.42M	Buy	35,200 +25,900	+278%	+$2.47M	0.01%	1165
2024 Q1	$876K	Sell	9,300 -11,900	-56%	-$1.05M	﹤0.01%	1597
2023 Q4	$1.98M	Buy	+21,200	New	+$1.7M	0.01%	1279
2022 Q2	–	Sell	-1,900	Closed	-$166K	–	2289
2022 Q1	$166K	Buy	+1,900	New	+$183K	﹤0.01%	1977

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

Man Group's MS Position: Q1 2026 in Review

Man Group reduced its Morgan Stanley (MS) stake by 22% in Q1 2026, selling an estimated $18.2M and leaving 378,939 shares worth $62.4M. The position accounts for 0.11% of the portfolio, ranked #193.

Man Group first reported a position in MS in Q1 2018 and has held it in 30 quarters since. The position peaked at $286M in Q3 2018. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Man Group held 378,939 shares of Morgan Stanley worth $62.4M as of Q1 2026.
Man Group sold 105,082 Morgan Stanley shares in Q1 2026, an estimated $18.2M.
Morgan Stanley made up 0.11% of Man Group's portfolio in Q1 2026, its #193 holding.
Man Group first reported a position in Morgan Stanley in Q1 2018 and has held it in 30 quarters since.
Man Group's Morgan Stanley position peaked at $286M in Q3 2018.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Man Group's 13F filing for Q1 2026, filed 15 May 2026.