Mutual of America Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.5M | Buy |
145,748
+2,044
| +1% | +$405K | 0.3% | 45 |
|
|
2026
Q1 | $23.6M | Sell |
143,704
-2,417
| -2% | -$418K | 0.27% | 48 |
|
|
2025
Q4 | $25.9M | Sell |
146,121
-6,008
| -4% | -$1M | 0.27% | 47 |
|
|
2025
Q3 | $24.2M | Sell |
152,129
-10,744
| -7% | -$1.59M | 0.26% | 46 |
|
|
2025
Q2 | $22.9M | Sell |
162,873
-2,760
| -2% | -$339K | 0.25% | 52 |
|
|
2025
Q1 | $19.3M | Sell |
165,633
-5,569
| -3% | -$718K | 0.22% | 62 |
|
|
2024
Q4 | $21.5M | Sell |
171,202
-5,977
| -3% | -$736K | 0.23% | 54 |
|
|
2024
Q3 | $18.5M | Sell |
177,179
-6,862
| -4% | -$691K | 0.19% | 73 |
|
|
2024
Q2 | $17.9M | Sell |
184,041
-1,267
| -0.7% | -$121K | 0.2% | 74 |
|
|
2024
Q1 | $17.4M | Sell |
185,308
-3,438
| -2% | -$303K | 0.19% | 79 |
|
|
2023
Q4 | $17.6M | Sell |
188,746
-15,321
| -8% | -$1.23M | 0.2% | 74 |
|
|
2023
Q3 | $16.7M | Sell |
204,067
-9,740
| -5% | -$846K | 0.21% | 70 |
|
|
2023
Q2 | $18.3M | Sell |
213,807
-291
| -0.1% | -$24.9K | 0.21% | 70 |
|
|
2023
Q1 | $18.8M | Sell |
214,098
-2,222
| -1% | -$207K | 0.22% | 64 |
|
|
2022
Q4 | $18.4M | Buy |
216,320
+1,595
| +0.7% | +$136K | 0.23% | 65 |
|
|
2022
Q3 | $17M | Sell |
214,725
-5,331
| -2% | -$449K | 0.23% | 58 |
|
|
2022
Q2 | $16.7M | Buy |
220,056
+383
| +0.2% | +$31.4K | 0.21% | 70 |
|
|
2022
Q1 | $19.2M | Sell |
219,673
-393
| -0.2% | -$37.9K | 0.2% | 70 |
|
|
2021
Q4 | $21.6M | Sell |
220,066
-3,849
| -2% | -$383K | 0.22% | 62 |
|
|
2021
Q3 | $21.8M | Sell |
223,915
-2,832
| -1% | -$281K | 0.22% | 63 |
|
|
2021
Q2 | $20.8M | Sell |
226,747
-160
| -0.1% | -$13.7K | 0.21% | 67 |
|
|
2021
Q1 | $17.6M | Buy |
226,907
+12,891
| +6% | +$988K | 0.18% | 80 |
|
|
2020
Q4 | $14.7M | Buy |
214,016
+23,063
| +12% | +$1.32M | 0.17% | 91 |
|
|
2020
Q3 | $9.23M | Sell |
190,953
-8,708
| -4% | -$439K | 0.12% | 152 |
|
|
2020
Q2 | $9.64M | Sell |
199,661
-114,494
| -36% | -$4.81M | 0.14% | 126 |
|
|
2020
Q1 | $10.7M | Buy |
314,155
+25,853
| +9% | +$1.22M | 0.18% | 93 |
|
|
2019
Q4 | $14.7M | Sell |
288,302
-3,108
| -1% | -$147K | 0.19% | 82 |
|
|
2019
Q3 | $12.4M | Buy |
291,410
+2,842
| +1% | +$121K | 0.17% | 94 |
|
|
2019
Q2 | $12.6M | Buy |
288,568
+3,157
| +1% | +$141K | 0.18% | 86 |
|
|
2019
Q1 | $12M | Buy |
285,411
+15,833
| +6% | +$666K | 0.18% | 92 |
|
|
2018
Q4 | $10.7M | Buy |
269,578
+16,235
| +6% | +$708K | 0.18% | 90 |
|
|
2018
Q3 | $11.8M | Buy |
253,343
+4,246
| +2% | +$207K | 0.17% | 94 |
|
|
2018
Q2 | $11.8M | Sell |
249,097
-1,427
| -0.6% | -$74.6K | 0.18% | 89 |
|
|
2018
Q1 | $13.5M | Buy |
250,524
+1,850
| +0.7% | +$102K | 0.21% | 70 |
|
|
2017
Q4 | $13M | Buy |
248,674
+14,794
| +6% | +$748K | 0.2% | 72 |
|
|
2017
Q3 | $11.3M | Buy |
233,880
+15,099
| +7% | +$700K | 0.18% | 80 |
|
|
2017
Q2 | $9.75M | Sell |
218,781
-17,088
| -7% | -$737K | 0.17% | 94 |
|
|
2017
Q1 | $10.1M | Buy |
235,869
+17,719
| +8% | +$786K | 0.18% | 79 |
|
|
2016
Q4 | $9.22M | Buy |
218,150
+11,635
| +6% | +$440K | 0.17% | 89 |
|
|
2016
Q3 | $6.62M | Buy |
206,515
+30,478
| +17% | +$909K | 0.13% | 160 |
|
|
2016
Q2 | $4.57M | Buy |
176,037
+5,456
| +3% | +$143K | 0.1% | 277 |
|
|
2016
Q1 | $4.27M | Buy |
170,581
+2,012
| +1% | +$51.3K | 0.09% | 285 |
|
|
2015
Q4 | $5.36M | Sell |
168,569
-335
| -0.2% | -$11.1K | 0.12% | 187 |
|
|
2015
Q3 | $5.32M | Buy |
168,904
+681
| +0.4% | +$24.8K | 0.13% | 167 |
|
|
2015
Q2 | $6.53M | Buy |
168,223
+229
| +0.1% | +$8.71K | 0.14% | 136 |
|
|
2015
Q1 | $6M | Buy |
167,994
+3,089
| +2% | +$111K | 0.13% | 161 |
|
|
2014
Q4 | $6.4M | Buy |
164,905
+686
| +0.4% | +$24.4K | 0.14% | 145 |
|
|
2014
Q3 | $5.68M | Buy |
164,219
+16,649
| +11% | +$555K | 0.14% | 147 |
|
|
2014
Q2 | $4.77M | Sell |
147,570
-458
| -0.3% | -$14.1K | 0.11% | 212 |
|
|
2014
Q1 | $4.61M | Sell |
148,028
-3,040
| -2% | -$93.9K | 0.11% | 217 |
|
|
2013
Q4 | $4.74M | Buy |
151,068
+3,740
| +3% | +$111K | 0.12% | 209 |
|
|
2013
Q3 | $3.97M | Buy |
147,328
+1,956
| +1% | +$52.5K | 0.11% | 235 |
|
|
2013
Q2 | $3.55M | Buy |
+145,372
| New | +$3.45M | 0.1% | 242 |
|
Other funds holding MS
Mutual of America Capital Management's MS Position: Q2 2026 in Review
Mutual of America Capital Management increased its Morgan Stanley (MS) stake by 1.4% in Q2 2026, buying an estimated $405K and bringing the position to 145,748 shares worth $30.5M. The position accounts for 0.3% of the portfolio, ranked #45.
Mutual of America Capital Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Mutual of America Capital Management held 145,748 shares of Morgan Stanley worth $30.5M as of Q2 2026.
- Mutual of America Capital Management bought 2,044 Morgan Stanley shares in Q2 2026, an estimated $405K.
- Morgan Stanley made up 0.3% of Mutual of America Capital Management's portfolio in Q2 2026, its #45 holding.
- Mutual of America Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.