MIFH
MS icon

Migdal Insurance & Financial Holdings’s Morgan Stanley MS Stock Holding History

Migdal Insurance & Financial Holdings’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 		$29.8M Sell
181,208
-189
-0.1% -$32.7K 0.26% 64
2025
Q4 		$32.2M Sell
181,397
-557
-0.3% -$92.9K 0.28% 54
2025
Q3 		$28.9M Buy
181,954
+262
+0.1% +$38.7K 0.31% 52
2025
Q2 		$25.6M Sell
181,692
-666
-0.4% -$81.8K 0.3% 55
2025
Q1 		$21.3M Sell
182,358
-1,232
-0.7% -$159K 0.3% 59
2024
Q4 		$23.1M Sell
183,590
-259,697
-59% -$32M 0.33% 60
2024
Q3 		$46.2M Buy
443,287
+407
+0.1% +$41K 0.75% 36
2024
Q2 		$43M Sell
442,880
-450
-0.1% -$42.8K 0.72% 36
2024
Q1 		$41.7M Buy
443,330
+60
+0% +$5.28K 0.67% 37
2023
Q4 		$41.3M Sell
443,270
-17,521
-4% -$1.4M 0.83% 28
2023
Q3 		$37.6M Sell
460,791
-98,274
-18% -$8.53M 0.81% 33
2023
Q2 		$47.7M Sell
559,065
-28,105
-5% -$2.4M 1.1% 24
2023
Q1 		$51.5M Sell
587,170
-81,611
-12% -$7.62M 1.14% 26
2022
Q4 		$56.9M Buy
668,781
+7,472
+1% +$637K 1.27% 25
2022
Q3 		$52.3M Sell
661,309
-1,736
-0.3% -$146K 1.18% 26
2022
Q2 		$50.4M Sell
663,045
-1,529
-0.2% -$125K 1.12% 30
2022
Q1 		$58.1M Sell
664,574
-308,977
-32% -$29.8M 1.01% 38
2021
Q4 		$95.6M Buy
973,551
+206,279
+27% +$20.5M 0.92% 39
2021
Q3 		$74.7M Sell
767,272
-402,870
-34% -$39.9M 0.79% 43
2021
Q2 		$107M Buy
1,170,142
+66,736
+6% +$5.72M 1.13% 20
2021
Q1 		$85.7M Buy
1,103,406
+430,819
+64% +$33M 0.86% 27
2020
Q4 		$46.1M Buy
672,587
+368,720
+121% +$21.2M 0.54% 54
2020
Q3 		$14.7M Buy
303,867
+5,867
+2% +$296K 0.2% 97
2020
Q2 		$14.4M Buy
+298,000
New +$12.5M 0.23% 82
2020
Q1 		– Sell
-1,236
Closed -$63K – 738
2019
Q4 		$63K Buy
+1,236
New +$58.5K ﹤0.01% 609
2018
Q4 		– Sell
-14,185
Closed -$661K – 776
2018
Q3 		$661K Buy
14,185
+6,270
+79% +$306K 0.01% 331
2018
Q2 		$375K Buy
7,915
+7,822
+8,411% +$409K 0.01% 366
2018
Q1 		$5K Buy
+93
New +$5.15K ﹤0.01% 570

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

Migdal Insurance & Financial Holdings's MS Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings reduced its Morgan Stanley (MS) stake by 0.1% in Q1 2026, selling an estimated $32.7K and leaving 181,208 shares worth $29.8M. The position accounts for 0.26% of the portfolio, ranked #64.

Migdal Insurance & Financial Holdings first reported a position in MS in Q1 2018 and has held it in 28 quarters since. The position peaked at $107M in Q2 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Migdal Insurance & Financial Holdings held 181,208 shares of Morgan Stanley worth $29.8M as of Q1 2026.
  • Migdal Insurance & Financial Holdings sold 189 Morgan Stanley shares in Q1 2026, an estimated $32.7K.
  • Morgan Stanley made up 0.26% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #64 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Morgan Stanley in Q1 2018 and has held it in 28 quarters since.
  • Migdal Insurance & Financial Holdings's Morgan Stanley position peaked at $107M in Q2 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.