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New York Life Investment Management’s Morgan Stanley MS Stock Holding History

New York Life Investment Management’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 		$28M Sell
170,147
-334
-0.2% -$57.8K 0.24% 78
2025
Q4 		$30.3M Sell
170,481
-6,476
-4% -$1.08M 0.26% 74
2025
Q3 		$28.1M Sell
176,957
-7,790
-4% -$1.15M 0.25% 74
2025
Q2 		$26M Buy
184,747
+1,985
+1% +$244K 0.24% 84
2025
Q1 		$21.3M Sell
182,762
-1,228
-0.7% -$158K 0.22% 96
2024
Q4 		$23.1M Sell
183,990
-608
-0.3% -$74.9K 0.23% 85
2024
Q3 		$19.2M Sell
184,598
-6,357
-3% -$640K 0.19% 106
2024
Q2 		$18.6M Buy
190,955
+1,355
+0.7% +$129K 0.19% 110
2024
Q1 		$17.9M Sell
189,600
-8,108
-4% -$714K 0.18% 106
2023
Q4 		$18.4M Sell
197,708
-27,593
-12% -$2.21M 0.19% 101
2023
Q3 		$18.4M Sell
225,301
-8,731
-4% -$758K 0.2% 97
2023
Q2 		$20M Sell
234,032
-2,036
-0.9% -$174K 0.21% 95
2023
Q1 		$20.7M Buy
236,068
+29,152
+14% +$2.72M 0.23% 91
2022
Q4 		$17.6M Sell
206,916
-3,508
-2% -$299K 0.2% 119
2022
Q3 		$16.6M Sell
210,424
-9,598
-4% -$809K 0.2% 109
2022
Q2 		$16.7M Buy
+220,022
New +$18M 0.19% 106

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

New York Life Investment Management's MS Position: Q1 2026 in Review

New York Life Investment Management reduced its Morgan Stanley (MS) stake by 0.2% in Q1 2026, selling an estimated $57.8K and leaving 170,147 shares worth $28M. The position accounts for 0.24% of the portfolio, ranked #78.

New York Life Investment Management first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $30.3M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • New York Life Investment Management held 170,147 shares of Morgan Stanley worth $28M as of Q1 2026.
  • New York Life Investment Management sold 334 Morgan Stanley shares in Q1 2026, an estimated $57.8K.
  • Morgan Stanley made up 0.24% of New York Life Investment Management's portfolio in Q1 2026, its #78 holding.
  • New York Life Investment Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Morgan Stanley position peaked at $30.3M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.