Natixis’s Morgan Stanley MS Stock Holding History

Natixis’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
2023 Q1	–	Sell	-290,000	Closed	-$24.7M	–	1120
2022 Q4	$24.7M	Buy	+290,000	New	+$24.7M	0.14%	140

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Natixis's MS Position: Q2 2026 in Review

Natixis reduced its Morgan Stanley (MS) stake by 84% in Q2 2026, selling an estimated $103M and leaving 97,404 shares worth $20.4M. The position accounts for 0.08% of the portfolio, ranked #165.

Natixis first reported a position in MS in Q2 2013 and has held it in 45 quarters since. The position peaked at $124M in Q4 2022. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Natixis held 97,404 shares of Morgan Stanley worth $20.4M as of Q2 2026.
Natixis sold 518,322 Morgan Stanley shares in Q2 2026, an estimated $103M.
Morgan Stanley made up 0.08% of Natixis's portfolio in Q2 2026, its #165 holding.
Natixis first reported a position in Morgan Stanley in Q2 2013 and has held it in 45 quarters since.
Natixis's Morgan Stanley position peaked at $124M in Q4 2022.
2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Natixis's 13F filing for Q2 2026, filed 13 Aug 2026.