Morgan Stanley’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $155M | Buy |
2,238,644
+355,473
| +19% | +$24.3M | 0.01% | 1086 |
|
|
2025
Q4 | $119M | Buy |
1,883,171
+231,153
| +14% | +$13.7M | 0.01% | 1297 |
|
|
2025
Q3 | $98.2M | Buy |
1,652,018
+158,671
| +11% | +$9.45M | 0.01% | 1417 |
|
|
2025
Q2 | $81.5M | Sell |
1,493,347
-471,351
| -24% | -$23.5M | 0.01% | 1498 |
|
|
2025
Q1 | $101M | Buy |
1,964,698
+69,755
| +4% | +$3.88M | 0.01% | 1246 |
|
|
2024
Q4 | $105M | Sell |
1,894,943
-6,816
| -0.4% | -$374K | 0.01% | 1217 |
|
|
2024
Q3 | $88.6M | Sell |
1,901,759
-159,347
| -8% | -$7.31M | 0.01% | 1340 |
|
|
2024
Q2 | $89.8M | Buy |
2,061,106
+325,622
| +19% | +$14.5M | 0.01% | 1257 |
|
|
2024
Q1 | $88.1M | Sell |
1,735,484
-851,810
| -33% | -$41.7M | 0.01% | 1286 |
|
|
2023
Q4 | $131M | Buy |
2,587,294
+1,109,486
| +75% | +$47.9M | 0.01% | 1465 |
|
|
2023
Q3 | $59.6M | Buy |
1,477,808
+189,846
| +15% | +$8.07M | 0.01% | 1411 |
|
|
2023
Q2 | $48.6M | Buy |
1,287,962
+57,946
| +5% | +$2.14M | ﹤0.01% | 1594 |
|
|
2023
Q1 | $48.5M | Buy |
1,230,016
+25,388
| +2% | +$1.22M | 0.01% | 1570 |
|
|
2022
Q4 | $57M | Buy |
1,204,628
+238,913
| +25% | +$12M | 0.01% | 1391 |
|
|
2022
Q3 | $43.7M | Sell |
965,715
-9,852
| -1% | -$456K | 0.01% | 1430 |
|
|
2022
Q2 | $41.1M | Buy |
975,567
+802,426
| +463% | +$38.6M | 0.01% | 1544 |
|
|
2022
Q1 | $9.71M | Buy |
173,141
+77,365
| +81% | +$4.59M | ﹤0.01% | 2932 |
|
|
2021
Q4 | $5.35M | Sell |
95,776
-49,776
| -34% | -$2.8M | ﹤0.01% | 3650 |
|
|
2021
Q3 | $7.93M | Sell |
145,552
-13,062
| -8% | -$650K | ﹤0.01% | 3177 |
|
|
2021
Q2 | $8.46M | Buy |
158,614
+15,527
| +11% | +$861K | ﹤0.01% | 3184 |
|
|
2021
Q1 | $7.88M | Buy |
143,087
+51,821
| +57% | +$2.76M | ﹤0.01% | 2903 |
|
|
2020
Q4 | $3.85M | Buy |
91,266
+42,477
| +87% | +$1.53M | ﹤0.01% | 3544 |
|
|
2020
Q3 | $1.29M | Buy |
48,789
+7,097
| +17% | +$192K | ﹤0.01% | 4025 |
|
|
2020
Q2 | $1.19M | Sell |
41,692
-18,052
| -30% | -$478K | ﹤0.01% | 4039 |
|
|
2020
Q1 | $1.37M | Sell |
59,744
-17,977
| -23% | -$731K | ﹤0.01% | 3697 |
|
|
2019
Q4 | $4.15M | Buy |
77,721
+51,808
| +200% | +$2.49M | ﹤0.01% | 3400 |
|
|
2019
Q3 | $1.21M | Sell |
25,913
-12,836
| -33% | -$607K | ﹤0.01% | 4178 |
|
|
2019
Q2 | $1.85M | Buy |
38,749
+11,119
| +40% | +$554K | ﹤0.01% | 3835 |
|
|
2019
Q1 | $1.4M | Sell |
27,630
-16,563
| -37% | -$898K | ﹤0.01% | 3880 |
|
|
2018
Q4 | $2.18M | Sell |
44,193
-68,702
| -61% | -$3.92M | ﹤0.01% | 3696 |
|
|
2018
Q3 | $6.66M | Sell |
112,895
-20,987
| -16% | -$1.37M | ﹤0.01% | 2870 |
|
|
2018
Q2 | $8.53M | Sell |
133,882
-130,120
| -49% | -$8.1M | ﹤0.01% | 2546 |
|
|
2018
Q1 | $14.6M | Buy |
264,002
+61,369
| +30% | +$3.47M | ﹤0.01% | 1978 |
|
|
2017
Q4 | $11.4M | Sell |
202,633
-14,449
| -7% | -$791K | ﹤0.01% | 2282 |
|
|
2017
Q3 | $11.4M | Sell |
217,082
-10,891
| -5% | -$544K | ﹤0.01% | 2153 |
|
|
2017
Q2 | $11.9M | Sell |
227,973
-191,965
| -46% | -$9.7M | ﹤0.01% | 2009 |
|
|
2017
Q1 | $21M | Sell |
419,938
-13,968
| -3% | -$746K | 0.01% | 1516 |
|
|
2016
Q4 | $23.6M | Buy |
433,906
+313,935
| +262% | +$14.4M | 0.01% | 1391 |
|
|
2016
Q3 | $4.56M | Buy |
119,971
+25,492
| +27% | +$938K | ﹤0.01% | 2741 |
|
|
2016
Q2 | $3.21M | Buy |
94,479
+58,384
| +162% | +$2.13M | ﹤0.01% | 3017 |
|
|
2016
Q1 | $1.29M | Sell |
36,095
-353,150
| -91% | -$12.1M | ﹤0.01% | 3712 |
|
|
2015
Q4 | $14.5M | Buy |
389,245
+173,620
| +81% | +$6.58M | 0.01% | 1670 |
|
|
2015
Q3 | $7.68M | Buy |
215,625
+45,864
| +27% | +$1.71M | ﹤0.01% | 2235 |
|
|
2015
Q2 | $6.71M | Buy |
169,761
+84,852
| +100% | +$3.2M | ﹤0.01% | 2519 |
|
|
2015
Q1 | $3.15M | Buy |
84,909
+18,847
| +29% | +$633K | ﹤0.01% | 3167 |
|
|
2014
Q4 | $2.15M | Buy |
66,062
+11,281
| +21% | +$349K | ﹤0.01% | 3504 |
|
|
2014
Q3 | $1.6M | Sell |
54,781
-74,267
| -58% | -$2.21M | ﹤0.01% | 3621 |
|
|
2014
Q2 | $4.07M | Sell |
129,048
-231,554
| -64% | -$7.06M | ﹤0.01% | 2852 |
|
|
2014
Q1 | $11.2M | Buy |
360,602
+262,661
| +268% | +$8.07M | ﹤0.01% | 1868 |
|
|
2013
Q4 | $3.05M | Sell |
97,941
-115,686
| -54% | -$3.29M | ﹤0.01% | 3044 |
|
|
2013
Q3 | $5.45M | Buy |
213,627
+124,036
| +138% | +$3.3M | ﹤0.01% | 2346 |
|
|
2013
Q2 | $2.3M | Buy |
+89,591
| New | +$2.11M | ﹤0.01% | 3042 |
|
Other funds holding WBS
VPM
VCM
Morgan Stanley's WBS Position: Q1 2026 in Review
Morgan Stanley increased its Webster Financial (WBS) stake by 19% in Q1 2026, buying an estimated $24.3M and bringing the position to 2,238,644 shares worth $155M. The position accounts for 0.01% of the portfolio, ranked #1086.
Morgan Stanley first reported a position in WBS in Q2 2013 and has held it in 52 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.
- Morgan Stanley held 2,238,644 shares of Webster Financial worth $155M as of Q1 2026.
- Morgan Stanley bought 355,473 Webster Financial shares in Q1 2026, an estimated $24.3M.
- Webster Financial made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1086 holding.
- Morgan Stanley first reported a position in Webster Financial in Q2 2013 and has held it in 52 quarters since.
- 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.