MML Investors Services
MS icon

MML Investors Services’s Morgan Stanley MS Stock Holding History

MML Investors Services’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 		$71.8M Sell
436,384
-66,741
-13% -$11.6M 0.2% 106
2025
Q4 		$89.3M Buy
503,125
+24,178
+5% +$4.03M 0.22% 94
2025
Q3 		$76.1M Buy
478,947
+1,091
+0.2% +$161K 0.2% 97
2025
Q2 		$67.3M Buy
477,856
+42,173
+10% +$5.18M 0.19% 102
2025
Q1 		$50.8M Buy
435,683
+136,230
+45% +$17.6M 0.17% 128
2024
Q4 		$37.6M Buy
299,453
+10,045
+3% +$1.24M 0.13% 170
2024
Q3 		$30.2M Buy
289,408
+38,209
+15% +$3.85M 0.11% 193
2024
Q2 		$24.4M Buy
251,199
+7,270
+3% +$692K 0.1% 214
2024
Q1 		$23M Buy
243,929
+22,791
+10% +$2.01M 0.09% 222
2023
Q4 		$20.6M Buy
221,138
+15,366
+7% +$1.23M 0.1% 226
2023
Q3 		$16.8M Buy
205,772
+23,901
+13% +$2.08M 0.09% 221
2023
Q2 		$15.5M Buy
181,871
+29,071
+19% +$2.49M 0.09% 241
2023
Q1 		$13.4M Sell
152,800
-1,685
-1% -$157K 0.09% 229
2022
Q4 		$13.1M Sell
154,485
-10,123
-6% -$863K 0.09% 254
2022
Q3 		$13M Buy
164,608
+9,632
+6% +$812K 0.1% 231
2022
Q2 		$11.8M Sell
154,976
-4,733
-3% -$388K 0.09% 242
2022
Q1 		$14M Buy
159,709
+31,205
+24% +$3.01M 0.1% 219
2021
Q4 		$12.6M Buy
128,504
+15,578
+14% +$1.55M 0.09% 234
2021
Q3 		$11M Buy
112,926
+540
+0.5% +$53.5K 0.09% 253
2021
Q2 		$10.3M Buy
112,386
+10,759
+11% +$923K 0.09% 251
2021
Q1 		$7.89M Buy
101,627
+17,088
+20% +$1.31M 0.08% 265
2020
Q4 		$5.79M Buy
84,539
+38,635
+84% +$2.22M 0.06% 292
2020
Q3 		$2.22M Sell
45,904
-113
-0.2% -$5.69K 0.03% 483
2020
Q2 		$2.22M Sell
46,017
-4,800
-9% -$202K 0.03% 461
2020
Q1 		$1.73M Buy
50,817
+1,246
+3% +$58.7K 0.03% 457
2019
Q4 		$2.53M Buy
49,571
+5,108
+11% +$242K 0.04% 419
2019
Q3 		$1.9M Sell
44,463
-5,055
-10% -$216K 0.03% 456
2019
Q2 		$2.17M Sell
49,518
-1,761
-3% -$78.5K 0.03% 471
2019
Q1 		$2.16M Sell
51,279
-9,580
-16% -$403K 0.03% 438
2018
Q4 		$2.41M Sell
60,859
-24,921
-29% -$1.09M 0.04% 366
2018
Q3 		$4M Buy
85,780
+30,202
+54% +$1.47M 0.07% 272
2018
Q2 		$2.63M Buy
55,578
+3,893
+8% +$203K 0.06% 293
2018
Q1 		$2.79M Buy
51,685
+6,547
+15% +$362K 0.06% 277
2017
Q4 		$2.37M Buy
45,138
+4,519
+11% +$229K 0.05% 323
2017
Q3 		$1.96M Buy
40,619
+14,954
+58% +$694K 0.04% 339
2017
Q2 		$1.14M Buy
25,665
+3,848
+18% +$166K 0.02% 463
2017
Q1 		$935K Buy
+21,817
New +$968K 0.02% 293

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

MML Investors Services's MS Position: Q1 2026 in Review

MML Investors Services reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $11.6M and leaving 436,384 shares worth $71.8M. The position accounts for 0.2% of the portfolio, ranked #106.

MML Investors Services first reported a position in MS in Q1 2017 and has held it in 37 quarters since. The position peaked at $89.3M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MML Investors Services held 436,384 shares of Morgan Stanley worth $71.8M as of Q1 2026.
  • MML Investors Services sold 66,741 Morgan Stanley shares in Q1 2026, an estimated $11.6M.
  • Morgan Stanley made up 0.2% of MML Investors Services's portfolio in Q1 2026, its #106 holding.
  • MML Investors Services first reported a position in Morgan Stanley in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Morgan Stanley position peaked at $89.3M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.