Morgan Stanley’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22B | Buy |
7,995,078
+132,970
| +2% | +$70.1M | 0.27% | 64 |
|
|
2025
Q1 | $3.99B | Buy |
7,862,108
+1,628,069
| +26% | +$827M | 0.29% | 57 |
|
|
2024
Q4 | $3.1B | Sell |
6,234,039
-41,627
| -0.7% | -$20.7M | 0.22% | 75 |
|
|
2024
Q3 | $3.24B | Buy |
6,275,666
+979,307
| +18% | +$506M | 0.24% | 71 |
|
|
2024
Q2 | $2.36B | Buy |
5,296,359
+55,846
| +1% | +$24.9M | 0.18% | 96 |
|
|
2024
Q1 | $2.23B | Sell |
5,240,513
-4,759,801
| -48% | -$2.03B | 0.18% | 107 |
|
|
2023
Q4 | $4.41B | Buy |
10,000,314
+4,341,449
| +77% | +$1.91B | 0.19% | 100 |
|
|
2023
Q3 | $2.07B | Buy |
5,658,865
+428,737
| +8% | +$157M | 0.21% | 90 |
|
|
2023
Q2 | $2.1B | Buy |
5,230,128
+153,741
| +3% | +$61.6M | 0.21% | 93 |
|
|
2023
Q1 | $1.75B | Buy |
5,076,387
+757,969
| +18% | +$261M | 0.19% | 108 |
|
|
2022
Q4 | $1.45B | Buy |
4,318,418
+1,437,116
| +50% | +$481M | 0.16% | 130 |
|
|
2022
Q3 | $880M | Sell |
2,881,302
-212,086
| -7% | -$64.8M | 0.12% | 176 |
|
|
2022
Q2 | $1.04B | Buy |
3,093,388
+546,757
| +21% | +$184M | 0.14% | 152 |
|
|
2022
Q1 | $1.04B | Buy |
2,546,631
+869,564
| +52% | +$357M | 0.14% | 157 |
|
|
2021
Q4 | $791M | Buy |
1,677,067
+53,685
| +3% | +$25.3M | 0.1% | 208 |
|
|
2021
Q3 | $690M | Sell |
1,623,382
-46
| -0% | -$19.5K | 0.09% | 206 |
|
|
2021
Q2 | $666M | Sell |
1,623,428
-80,427
| -5% | -$33M | 0.09% | 209 |
|
|
2021
Q1 | $601M | Buy |
1,703,855
+11,985
| +0.7% | +$4.23M | 0.09% | 209 |
|
|
2020
Q4 | $556M | Buy |
1,691,870
+431,491
| +34% | +$142M | 0.09% | 209 |
|
|
2020
Q3 | $454M | Buy |
1,260,379
+62,162
| +5% | +$22.4M | 0.09% | 207 |
|
|
2020
Q2 | $395M | Sell |
1,198,217
-8,719
| -0.7% | -$2.87M | 0.09% | 212 |
|
|
2020
Q1 | $296M | Sell |
1,206,936
-417,638
| -26% | -$102M | 0.08% | 219 |
|
|
2019
Q4 | $444M | Sell |
1,624,574
-61,853
| -4% | -$16.9M | 0.1% | 190 |
|
|
2019
Q3 | $413M | Sell |
1,686,427
-72,476
| -4% | -$17.8M | 0.11% | 184 |
|
|
2019
Q2 | $401M | Buy |
1,758,903
+206,218
| +13% | +$47M | 0.11% | 188 |
|
|
2019
Q1 | $327M | Sell |
1,552,685
-88,785
| -5% | -$18.7M | 0.09% | 229 |
|
|
2018
Q4 | $279M | Buy |
1,641,470
+30,612
| +2% | +$5.2M | 0.08% | 242 |
|
|
2018
Q3 | $315M | Sell |
1,610,858
-343,450
| -18% | -$67.1M | 0.08% | 251 |
|
|
2018
Q2 | $398M | Sell |
1,954,308
-481,931
| -20% | -$98.3M | 0.11% | 195 |
|
|
2018
Q1 | $465M | Sell |
2,436,239
-1,385,624
| -36% | -$265M | 0.13% | 158 |
|
|
2017
Q4 | $647M | Sell |
3,821,863
-2,691,216
| -41% | -$456M | 0.18% | 119 |
|
|
2017
Q3 | $1.02B | Sell |
6,513,079
-76,807
| -1% | -$12M | 0.3% | 61 |
|
|
2017
Q2 | $962M | Buy |
6,589,886
+320,505
| +5% | +$46.8M | 0.29% | 67 |
|
|
2017
Q1 | $820M | Sell |
6,269,381
-2,372,202
| -27% | -$310M | 0.25% | 82 |
|
|
2016
Q4 | $929M | Buy |
8,641,583
+292,400
| +4% | +$31.4M | 0.3% | 57 |
|
|
2016
Q3 | $1.06B | Sell |
8,349,183
-993,488
| -11% | -$126M | 0.36% | 43 |
|
|
2016
Q2 | $1B | Buy |
+9,342,671
| New | +$1B | 0.36% | 43 |
|