Marshall Wace
MS icon

Marshall Wace’s Morgan Stanley MS Stock Holding History

Marshall Wace’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
2024
Q2 		– Sell
-32,900
Closed -$3.27M – 2799
2024
Q1 		$3.27M Sell
32,900
-113,500
-78% -$10M 0.01% 1165
2023
Q4 		$13.7M Buy
+146,400
New +$11.7M 0.02% 593
2023
Q3 		– Sell
-80,800
Closed -$6.9M – 2507
2023
Q2 		$6.9M Buy
80,800
+61,000
+308% +$5.22M 0.01% 890
2023
Q1 		$1.74M Sell
19,800
-56,100
-74% -$5.24M ﹤0.01% 1529
2022
Q4 		$6.45M Buy
75,900
+19,900
+36% +$1.7M 0.01% 1031
2022
Q3 		$4.42M Buy
+56,000
New +$4.72M 0.01% 1455

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marshall Wace's MS Position: Q1 2026 in Review

Marshall Wace increased its Morgan Stanley (MS) stake by 142% in Q1 2026, buying an estimated $426M and bringing the position to 4,197,269 shares worth $691M. The position accounts for 0.69% of the portfolio, ranked #14.

Marshall Wace first reported a position in MS in Q1 2014 and has held it in 41 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Marshall Wace held 4,197,269 shares of Morgan Stanley worth $691M as of Q1 2026.
  • Marshall Wace bought 2,463,402 Morgan Stanley shares in Q1 2026, an estimated $426M.
  • Morgan Stanley made up 0.69% of Marshall Wace's portfolio in Q1 2026, its #14 holding.
  • Marshall Wace first reported a position in Morgan Stanley in Q1 2014 and has held it in 41 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.