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 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

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.