Mercer Global Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.5M | Buy |
298,848
+74,607
| +33% | +$14.8M | 0.08% | 146 |
|
|
2026
Q1 | $36.9M | Buy |
224,241
+23,104
| +11% | +$4M | 0.05% | 215 |
|
|
2025
Q4 | $36.4M | Buy |
201,137
+10,765
| +6% | +$1.8M | 0.06% | 218 |
|
|
2025
Q3 | $30.3M | Buy |
190,372
+11,349
| +6% | +$1.68M | 0.05% | 221 |
|
|
2025
Q2 | $25.2M | Buy |
179,023
+5,168
| +3% | +$635K | 0.05% | 199 |
|
|
2025
Q1 | $20.3M | Buy |
173,855
+8,274
| +5% | +$1.07M | 0.05% | 222 |
|
|
2024
Q4 | $20.8M | Sell |
165,581
-16,222
| -9% | -$2M | 0.05% | 209 |
|
|
2024
Q3 | $19M | Buy |
181,803
+11,670
| +7% | +$1.18M | 0.04% | 215 |
|
|
2024
Q2 | $16.5M | Buy |
170,133
+10,082
| +6% | +$960K | 0.05% | 221 |
|
|
2024
Q1 | $15.1M | Sell |
160,051
-4,869
| -3% | -$429K | 0.04% | 234 |
|
|
2023
Q4 | $15.4M | Buy |
164,920
+2,790
| +2% | +$223K | 0.05% | 228 |
|
|
2023
Q3 | $13.2M | Buy |
162,130
+2,216
| +1% | +$192K | 0.05% | 224 |
|
|
2023
Q2 | $13.7M | Buy |
159,914
+24,148
| +18% | +$2.07M | 0.05% | 232 |
|
|
2023
Q1 | $11.9M | Sell |
135,766
-1,305
| -1% | -$122K | 0.05% | 243 |
|
|
2022
Q4 | $11.7M | Buy |
137,071
+5,326
| +4% | +$454K | 0.06% | 242 |
|
|
2022
Q3 | $10.4M | Sell |
131,745
-31,819
| -19% | -$2.68M | 0.06% | 221 |
|
|
2022
Q2 | $12.4M | Sell |
163,564
-17,289
| -10% | -$1.42M | 0.08% | 186 |
|
|
2022
Q1 | $15.8M | Sell |
180,853
-21,107
| -10% | -$2.04M | 0.09% | 162 |
|
|
2021
Q4 | $19.8M | Buy |
201,960
+11,059
| +6% | +$1.1M | 0.12% | 136 |
|
|
2021
Q3 | $18.6M | Buy |
190,901
+1,158
| +0.6% | +$115K | 0.13% | 135 |
|
|
2021
Q2 | $17.4M | Buy |
189,743
+17,488
| +10% | +$1.5M | 0.13% | 124 |
|
|
2021
Q1 | $13.4M | Buy |
172,255
+22,080
| +15% | +$1.69M | 0.12% | 137 |
|
|
2020
Q4 | $10.3M | Buy |
150,175
+10,514
| +8% | +$603K | 0.13% | 120 |
|
|
2020
Q3 | $6.75M | Buy |
139,661
+4,924
| +4% | +$248K | 0.1% | 154 |
|
|
2020
Q2 | $6.51M | Buy |
134,737
+23,133
| +21% | +$972K | 0.12% | 127 |
|
|
2020
Q1 | $3.79M | Buy |
111,604
+49,041
| +78% | +$2.31M | 0.08% | 199 |
|
|
2019
Q4 | $3.2M | Buy |
62,563
+6,890
| +12% | +$326K | 0.06% | 243 |
|
|
2019
Q3 | $2.38M | Sell |
55,673
-858
| -2% | -$36.7K | 0.06% | 265 |
|
|
2019
Q2 | $2.48M | Buy |
56,531
+3,014
| +6% | +$134K | 0.07% | 236 |
|
|
2019
Q1 | $2.26M | Buy |
+53,517
| New | +$2.25M | 0.08% | 217 |
|
Other funds holding MS
Mercer Global Advisors's MS Position: Q2 2026 in Review
Mercer Global Advisors increased its Morgan Stanley (MS) stake by 33% in Q2 2026, buying an estimated $14.8M and bringing the position to 298,848 shares worth $62.5M. The position accounts for 0.08% of the portfolio, ranked #146.
Mercer Global Advisors first reported a position in MS in Q1 2019 and has held it in 30 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Mercer Global Advisors held 298,848 shares of Morgan Stanley worth $62.5M as of Q2 2026.
- Mercer Global Advisors bought 74,607 Morgan Stanley shares in Q2 2026, an estimated $14.8M.
- Morgan Stanley made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #146 holding.
- Mercer Global Advisors first reported a position in Morgan Stanley in Q1 2019 and has held it in 30 quarters since.
- 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.