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Marex Group’s Morgan Stanley MS Stock Holding History

Marex 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
Q2 		$687K Buy
3,285
+797
+32% +$158K ﹤0.01% 603
2026
Q1 		$409K Buy
+2,488
New +$431K ﹤0.01% 677
2025
Q2 		– Sell
-5,218
Closed -$609K – 832
2025
Q1 		$609K Buy
+5,218
New +$672K 0.01% 297
2024
Q3 		– Sell
-4,644
Closed -$451K – 719
2024
Q2 		$451K Buy
+4,644
New +$442K 0.01% 322
2023
Q1 		– Sell
-10,854
Closed -$923K – 302
2022
Q4 		$923K Buy
+10,854
New +$925K 0.13% 122

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

Marex Group's MS Position: Q2 2026 in Review

Marex Group increased its Morgan Stanley (MS) stake by 32% in Q2 2026, buying an estimated $158K and bringing the position to 3,285 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Marex Group first reported a position in MS in Q4 2022 and has held it in 5 quarters since. The position peaked at $923K in Q4 2022. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Marex Group held 3,285 shares of Morgan Stanley worth $687K as of Q2 2026.
  • Marex Group bought 797 Morgan Stanley shares in Q2 2026, an estimated $158K.
  • Morgan Stanley made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #603 holding.
  • Marex Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 5 quarters since.
  • Marex Group's Morgan Stanley position peaked at $923K in Q4 2022.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.