MAM
MS icon

Meeder Asset Management’s Morgan Stanley MS Stock Holding History

Meeder Asset Management’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 		$30.9K Sell
188
-49
-21% -$8.48K ﹤0.01% 504
2025
Q4 		$42.1K Sell
237
-12
-5% -$2K ﹤0.01% 422
2025
Q3 		$39.6K Sell
249
-500
-67% -$73.8K ﹤0.01% 337
2025
Q2 		$106K Buy
749
+108
+17% +$13.3K 0.01% 290
2025
Q1 		$74.8K Buy
641
+331
+107% +$42.6K 0.01% 347
2024
Q4 		$39K Sell
310
-18
-5% -$2.22K ﹤0.01% 408
2024
Q3 		$34.2K Buy
328
+11
+3% +$1.11K ﹤0.01% 422
2024
Q2 		$30.8K Sell
317
-4,153
-93% -$395K ﹤0.01% 432
2024
Q1 		$421K Buy
4,470
+394
+10% +$34.7K 0.03% 218
2023
Q4 		$380K Buy
4,076
+242
+6% +$19.4K 0.03% 199
2023
Q3 		$313K Sell
3,834
-79
-2% -$6.86K 0.02% 214
2023
Q2 		$334K Sell
3,913
-570
-13% -$48.7K 0.02% 224
2023
Q1 		$394K Sell
4,483
-343
-7% -$32K 0.03% 217
2022
Q4 		$410K Sell
4,826
-21,562
-82% -$1.84M 0.04% 270
2022
Q3 		$2.08M Buy
26,388
+2,808
+12% +$237K 0.12% 146
2022
Q2 		$1.79M Buy
23,580
+3,232
+16% +$265K 0.1% 164
2022
Q1 		$1.78M Sell
20,348
-366
-2% -$35.3K 0.09% 171
2021
Q4 		$2.03M Sell
20,714
-42,605
-67% -$4.24M 0.2% 82
2021
Q3 		$6.16M Buy
63,319
+997
+2% +$98.8K 0.32% 76
2021
Q2 		$5.71M Buy
62,322
+173
+0.3% +$14.8K 0.27% 81
2021
Q1 		$4.83M Buy
62,149
+49,653
+397% +$3.81M 0.25% 93
2020
Q4 		$856K Buy
12,496
+73
+0.6% +$4.19K 0.19% 100
2020
Q3 		$602K Buy
12,423
+7,837
+171% +$395K 0.04% 320
2020
Q2 		$222K Sell
4,586
-1,775
-28% -$74.5K 0.01% 575
2020
Q1 		$216K Buy
6,361
+3,282
+107% +$155K 0.02% 551
2019
Q4 		$157K Buy
3,079
+1,244
+68% +$58.9K 0.01% 665
2019
Q3 		$78K Buy
1,835
+600
+49% +$25.6K 0.01% 875
2019
Q2 		$54K Buy
1,235
+1,142
+1,228% +$50.9K ﹤0.01% 932
2019
Q1 		$4K Buy
+93
New +$3.91K ﹤0.01% 1447
2017
Q3 		– Sell
-99,315
Closed -$4.43M – 1710
2017
Q2 		$4.43M Sell
99,315
-45,153
-31% -$1.95M 0.42% 61
2017
Q1 		$6.19M Sell
144,468
-7,186
-5% -$319K 0.55% 43
2016
Q4 		$6.41M Buy
151,654
+57,851
+62% +$2.19M 0.61% 36
2016
Q3 		$3.01M Sell
93,803
-19,020
-17% -$567K 0.26% 77
2016
Q2 		$2.93M Buy
112,823
+29,994
+36% +$784K 0.27% 72
2016
Q1 		$2.07M Buy
82,829
+82,452
+21,871% +$2.1M 0.19% 113
2015
Q4 		$12K Buy
+377
New +$12.5K ﹤0.01% 759
2015
Q3 		– Sell
-91,468
Closed -$3.55M – 719
2015
Q2 		$3.55M Buy
+91,468
New +$3.48M 0.36% 55
2014
Q1 		– Sell
-193,550
Closed -$6.07M – 368
2013
Q4 		$6.07M Buy
193,550
+165,200
+583% +$4.91M 1.04% 27
2013
Q3 		$764K Hold
28,350
– – 0.15% 127
2013
Q2 		$693K Buy
+28,350
New +$672K 0.14% 136

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

Meeder Asset Management's MS Position: Q1 2026 in Review

Meeder Asset Management reduced its Morgan Stanley (MS) stake by 21% in Q1 2026, selling an estimated $8.48K and leaving 188 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Meeder Asset Management first reported a position in MS in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.41M in Q4 2016. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Meeder Asset Management held 188 shares of Morgan Stanley worth $30.9K as of Q1 2026.
  • Meeder Asset Management sold 49 Morgan Stanley shares in Q1 2026, an estimated $8.48K.
  • Morgan Stanley made up ﹤0.01% of Meeder Asset Management's portfolio in Q1 2026, its #504 holding.
  • Meeder Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 40 quarters since.
  • Meeder Asset Management's Morgan Stanley position peaked at $6.41M in Q4 2016.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.