Mercer Global Advisors
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Mercer Global Advisors’s Morgan Stanley MS Stock Holding History

Mercer Global Advisors’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 		$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

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

Mercer Global Advisors's MS Position: Q1 2026 in Review

Mercer Global Advisors increased its Morgan Stanley (MS) stake by 11% in Q1 2026, buying an estimated $4M and bringing the position to 224,241 shares worth $36.9M. The position accounts for 0.05% of the portfolio, ranked #215.

Mercer Global Advisors first reported a position in MS in Q1 2019 and has held it in 29 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Mercer Global Advisors held 224,241 shares of Morgan Stanley worth $36.9M as of Q1 2026.
  • Mercer Global Advisors bought 23,104 Morgan Stanley shares in Q1 2026, an estimated $4M.
  • Morgan Stanley made up 0.05% of Mercer Global Advisors's portfolio in Q1 2026, its #215 holding.
  • Mercer Global Advisors first reported a position in Morgan Stanley in Q1 2019 and has held it in 29 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.