Massachusetts Financial Services
MS icon

Massachusetts Financial Services’s Morgan Stanley MS Stock Holding History

Massachusetts Financial Services’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 		$1.93B Sell
11,749,856
-708,446
-6% -$123M 0.65% 37
2025
Q4 		$2.21B Sell
12,458,302
-998,912
-7% -$167M 0.71% 24
2025
Q3 		$2.14B Sell
13,457,214
-256,896
-2% -$37.9M 0.66% 30
2025
Q2 		$1.93B Sell
13,714,110
-2,591,994
-16% -$318M 0.61% 37
2025
Q1 		$1.9B Sell
16,306,104
-573,402
-3% -$73.9M 0.63% 40
2024
Q4 		$2.12B Sell
16,879,506
-2,289,863
-12% -$282M 0.67% 30
2024
Q3 		$2B Sell
19,169,369
-321,473
-2% -$32.4M 0.6% 45
2024
Q2 		$1.89B Sell
19,490,842
-337,264
-2% -$32.1M 0.58% 43
2024
Q1 		$1.87B Sell
19,828,106
-369,126
-2% -$32.5M 0.56% 46
2023
Q4 		$1.88B Buy
20,197,232
+575,114
+3% +$46M 0.61% 41
2023
Q3 		$1.6B Sell
19,622,118
-697,756
-3% -$60.6M 0.56% 50
2023
Q2 		$1.74B Sell
20,319,874
-278,091
-1% -$23.8M 0.57% 47
2023
Q1 		$1.81B Sell
20,597,965
-344,644
-2% -$32.2M 0.62% 45
2022
Q4 		$1.78B Sell
20,942,609
-397,750
-2% -$33.9M 0.62% 44
2022
Q3 		$1.69B Sell
21,340,359
-144,682
-0.7% -$12.2M 0.63% 44
2022
Q2 		$1.63B Sell
21,485,041
-567,807
-3% -$46.5M 0.56% 50
2022
Q1 		$1.93B Buy
22,052,848
+2,274,156
+11% +$219M 0.57% 49
2021
Q4 		$1.94B Sell
19,778,692
-210,647
-1% -$21M 0.53% 50
2021
Q3 		$1.95B Buy
19,989,339
+1,668,662
+9% +$165M 0.57% 46
2021
Q2 		$1.68B Buy
18,320,677
+4,979,125
+37% +$427M 0.49% 50
2021
Q1 		$1.04B Buy
13,341,552
+9,031,544
+210% +$692M 0.32% 89
2020
Q4 		$295M Buy
4,310,008
+3,697,167
+603% +$212M 0.09% 191
2020
Q3 		$29.6M Sell
612,841
-68,150
-10% -$3.43M 0.01% 512
2020
Q2 		$32.9M Sell
680,991
-184,640
-21% -$7.75M 0.01% 489
2020
Q1 		$29.4M Sell
865,631
-397,067
-31% -$18.7M 0.01% 450
2019
Q4 		$64.5M Sell
1,262,698
-671,758
-35% -$31.8M 0.02% 389
2019
Q3 		$82.5M Sell
1,934,456
-764,743
-28% -$32.7M 0.03% 345
2019
Q2 		$118M Sell
2,699,199
-1,519,006
-36% -$67.7M 0.05% 277
2019
Q1 		$178M Sell
4,218,205
-757,569
-15% -$31.9M 0.08% 211
2018
Q4 		$197M Sell
4,975,774
-59,949
-1% -$2.62M 0.09% 192
2018
Q3 		$235M Sell
5,035,723
-2,617,206
-34% -$128M 0.1% 185
2018
Q2 		$363M Sell
7,652,929
-2,103,812
-22% -$110M 0.16% 147
2018
Q1 		$526M Sell
9,756,741
-41,239
-0.4% -$2.28M 0.23% 113
2017
Q4 		$514M Buy
9,797,980
+271,669
+3% +$13.7M 0.22% 115
2017
Q3 		$459M Buy
9,526,311
+351,466
+4% +$16.3M 0.2% 127
2017
Q2 		$409M Sell
9,174,845
-1,987,338
-18% -$85.7M 0.18% 135
2017
Q1 		$478M Buy
11,162,183
+4,380,706
+65% +$194M 0.22% 115
2016
Q4 		$287M Buy
6,781,477
+3,283,342
+94% +$124M 0.14% 162
2016
Q3 		$112M Sell
3,498,135
-48,632
-1% -$1.45M 0.05% 243
2016
Q2 		$92.1M Buy
3,546,767
+365,779
+11% +$9.57M 0.05% 258
2016
Q1 		$79.6M Sell
3,180,988
-167,829
-5% -$4.28M 0.04% 270
2015
Q4 		$107M Sell
3,348,817
-1,508,867
-31% -$50.1M 0.06% 237
2015
Q3 		$153M Sell
4,857,684
-2,662,953
-35% -$96.9M 0.09% 191
2015
Q2 		$292M Buy
7,520,637
+93,034
+1% +$3.54M 0.15% 150
2015
Q1 		$265M Sell
7,427,603
-1,762,682
-19% -$63.2M 0.13% 156
2014
Q4 		$357M Buy
9,190,285
+318,575
+4% +$11.3M 0.18% 129
2014
Q3 		$307M Sell
8,871,710
-567,167
-6% -$18.9M 0.16% 141
2014
Q2 		$305M Buy
9,438,877
+71,613
+0.8% +$2.21M 0.16% 140
2014
Q1 		$292M Buy
9,367,264
+1,092,793
+13% +$33.8M 0.16% 141
2013
Q4 		$259M Sell
8,274,471
-458,727
-5% -$13.6M 0.15% 151
2013
Q3 		$235M Buy
8,733,198
+21,759
+0.2% +$584K 0.15% 151
2013
Q2 		$213M Buy
+8,711,439
New +$207M 0.14% 149

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

Massachusetts Financial Services's MS Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Morgan Stanley (MS) stake by 5.7% in Q1 2026, selling an estimated $123M and leaving 11,749,856 shares worth $1.93B. The position accounts for 0.65% of the portfolio, ranked #37.

Massachusetts Financial Services first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.21B in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Massachusetts Financial Services held 11,749,856 shares of Morgan Stanley worth $1.93B as of Q1 2026.
  • Massachusetts Financial Services sold 708,446 Morgan Stanley shares in Q1 2026, an estimated $123M.
  • Morgan Stanley made up 0.65% of Massachusetts Financial Services's portfolio in Q1 2026, its #37 holding.
  • Massachusetts Financial Services first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Morgan Stanley position peaked at $2.21B in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.