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
Q4 		– Sell
-425,000
Closed -$44.3M – 2851
2024
Q3 		$44.3M Buy
425,000
+145,000
+52% +$14.6M 0.05% 314
2024
Q2 		$27.2M Sell
280,000
-1,342,800
-83% -$128M 0.04% 408
2024
Q1 		$161M Buy
1,622,800
+1,607,000
+10,171% +$142M 0.25% 74
2023
Q4 		$1.47M Buy
+15,800
New +$1.26M ﹤0.01% 1349
2023
Q3 		– Sell
-113,400
Closed -$9.68M – 2509
2023
Q2 		$9.68M Buy
113,400
+88,100
+348% +$7.53M 0.02% 739
2023
Q1 		$2.22M Buy
+25,300
New +$2.36M ﹤0.01% 1398
2022
Q4 		– Sell
-154,700
Closed -$12.2M – 3238
2022
Q3 		$12.2M Buy
+154,700
New +$13M 0.03% 744
2021
Q4 		– Sell
-1,200
Closed -$117K – 4149
2021
Q3 		$117K Buy
+1,200
New +$119K ﹤0.01% 2873

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 $3.38T AUM 44.17% 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

Marshall Wace's MS Position: Q2 2026 in Review

Marshall Wace increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $89.4M and bringing the position to 4,648,847 shares worth $972M. The position accounts for 0.77% of the portfolio, ranked #10.

Marshall Wace first reported a position in MS in Q1 2014 and has held it in 42 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Marshall Wace held 4,648,847 shares of Morgan Stanley worth $972M as of Q2 2026.
  • Marshall Wace bought 451,578 Morgan Stanley shares in Q2 2026, an estimated $89.4M.
  • Morgan Stanley made up 0.77% of Marshall Wace's portfolio in Q2 2026, its #10 holding.
  • Marshall Wace first reported a position in Morgan Stanley in Q1 2014 and has held it in 42 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.