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Meitav Investment House’s Morgan Stanley MS Stock Holding History

Meitav Investment House’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
Q2 		$94.5M Buy
+452,100
New +$89.5M 0.64% 39
2024
Q1 		– Sell
-131,073
Closed -$12.2M – 312
2023
Q4 		$12.2M Sell
131,073
-154,471
-54% -$12.4M 0.18% 95
2023
Q3 		$23.6M Buy
285,544
+50,144
+21% +$4.35M 0.38% 73
2023
Q2 		$20.1M Sell
235,400
-75,000
-24% -$6.41M 0.32% 78
2023
Q1 		$26.7M Buy
+310,400
New +$29M 0.46% 67
2022
Q2 		– Sell
-3,289
Closed -$292K – 371
2022
Q1 		$292K Sell
3,289
-430
-12% -$41.5K ﹤0.01% 345
2021
Q4 		$367K Sell
3,719
-1,791
-33% -$178K 0.01% 330
2021
Q3 		$546K Buy
5,510
+1,890
+52% +$187K 0.01% 306
2021
Q2 		$329K Buy
3,620
+270
+8% +$23.2K 0.01% 349
2021
Q1 		$264K Sell
3,350
-3,090
-48% -$237K 0.01% 333
2020
Q4 		$438K Sell
6,440
-910
-12% -$52.2K 0.02% 291
2020
Q3 		$347K Buy
+7,350
New +$370K 0.02% 305
2020
Q2 		– Sell
-12,800
Closed -$446K – 424
2020
Q1 		$446K Buy
12,800
+5,190
+68% +$244K 0.03% 239
2019
Q4 		$388K Buy
+7,610
New +$360K 0.03% 269

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

Meitav Investment House's MS Position: Q2 2026 in Review

Meitav Investment House opened a new position in Morgan Stanley (MS) in Q2 2026: 452,100 shares worth $94.5M. The stake represents 0.64% of the portfolio and ranks #39 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in MS as recently as Q4 2023.

Meitav Investment House first reported a position in MS in Q4 2019 and has held it in 14 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Meitav Investment House held 452,100 shares of Morgan Stanley worth $94.5M as of Q2 2026.
  • Morgan Stanley was a new Meitav Investment House position in Q2 2026.
  • Morgan Stanley made up 0.64% of Meitav Investment House's portfolio in Q2 2026, its #39 holding.
  • Meitav Investment House first reported a position in Morgan Stanley in Q4 2019 and has held it in 14 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.