Pacer Advisors’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
Q1 | $9.92M | Sell |
60,264
-34,480
| -36% | -$5.97M | 0.03% | 448 |
|
|
2025
Q4 | $16.8M | Sell |
94,744
-27,348
| -22% | -$4.56M | 0.04% | 361 |
|
|
2025
Q3 | $19.4M | Buy |
122,092
+2,453
| +2% | +$362K | 0.05% | 331 |
|
|
2025
Q2 | $16.9M | Buy |
119,639
+11,454
| +11% | +$1.41M | 0.04% | 362 |
|
|
2025
Q1 | $12.6M | Sell |
108,185
-24,326
| -18% | -$3.13M | 0.03% | 417 |
|
|
2024
Q4 | $16.7M | Buy |
132,511
+39,594
| +43% | +$4.88M | 0.04% | 369 |
|
|
2024
Q3 | $9.69M | Buy |
92,917
+3,855
| +4% | +$388K | 0.02% | 476 |
|
|
2024
Q2 | $8.66M | Buy |
89,062
+3,874
| +5% | +$369K | 0.02% | 464 |
|
|
2024
Q1 | $8.02M | Buy |
85,188
+2,025
| +2% | +$178K | 0.02% | 478 |
|
|
2023
Q4 | $7.75M | Buy |
83,163
+2,297
| +3% | +$184K | 0.02% | 463 |
|
|
2023
Q3 | $6.6M | Sell |
80,866
-155
| -0.2% | -$13.5K | 0.03% | 403 |
|
|
2023
Q2 | $6.92M | Sell |
81,021
-782
| -1% | -$66.9K | 0.03% | 468 |
|
|
2023
Q1 | $7.18M | Buy |
81,803
+52,711
| +181% | +$4.92M | 0.03% | 487 |
|
|
2022
Q4 | $2.47M | Buy |
29,092
+3,354
| +13% | +$286K | 0.01% | 531 |
|
|
2022
Q3 | $2.03M | Buy |
25,738
+170
| +0.7% | +$14.3K | 0.01% | 430 |
|
|
2022
Q2 | $1.95M | Sell |
25,568
-73,284
| -74% | -$6M | 0.01% | 453 |
|
|
2022
Q1 | $8.64M | Buy |
98,852
+9,555
| +11% | +$922K | 0.07% | 283 |
|
|
2021
Q4 | $8.77M | Buy |
89,297
+7,410
| +9% | +$738K | 0.09% | 212 |
|
|
2021
Q3 | $7.97M | Sell |
81,887
-14,588
| -15% | -$1.45M | 0.1% | 238 |
|
|
2021
Q2 | $8.85M | Buy |
96,475
+1,534
| +2% | +$132K | 0.13% | 178 |
|
|
2021
Q1 | $7.37M | Buy |
94,941
+8,275
| +10% | +$634K | 0.13% | 173 |
|
|
2020
Q4 | $5.94M | Buy |
86,666
+6,766
| +8% | +$388K | 0.11% | 143 |
|
|
2020
Q3 | $3.86M | Sell |
79,900
-18,021
| -18% | -$908K | 0.08% | 192 |
|
|
2020
Q2 | $4.73M | Buy |
+97,921
| New | +$4.11M | 0.1% | 161 |
|
|
2020
Q1 | – | Sell |
-140,771
| Closed | -$7.2M | – | 939 |
|
|
2019
Q4 | $7.2M | Buy |
140,771
+3,680
| +3% | +$174K | 0.33% | 50 |
|
|
2019
Q3 | $5.85M | Buy |
137,091
+13,358
| +11% | +$571K | 0.13% | 139 |
|
|
2019
Q2 | $5.42M | Buy |
123,733
+14,821
| +14% | +$661K | 0.13% | 133 |
|
|
2019
Q1 | $4.6M | Buy |
+108,912
| New | +$4.58M | 0.13% | 142 |
|
|
2018
Q4 | – | Sell |
-71,085
| Closed | -$3.31M | – | 855 |
|
|
2018
Q3 | $3.31M | Buy |
71,085
+7,663
| +12% | +$374K | 0.12% | 152 |
|
|
2018
Q2 | $3.01M | Buy |
63,422
+5,302
| +9% | +$277K | 0.14% | 140 |
|
|
2018
Q1 | $3.14M | Buy |
58,120
+11,383
| +24% | +$630K | 0.17% | 101 |
|
|
2017
Q4 | $2.45M | Buy |
46,737
+14,172
| +44% | +$717K | 0.17% | 103 |
|
|
2017
Q3 | $1.57M | Buy |
32,565
+30
| +0.1% | +$1.39K | 0.14% | 123 |
|
|
2017
Q2 | $1.45M | Sell |
32,535
-14
| -0% | -$604 | 0.14% | 114 |
|
|
2017
Q1 | $1.39M | Buy |
32,549
+1,833
| +6% | +$81.3K | 0.17% | 83 |
|
|
2016
Q4 | $1.3M | Sell |
30,716
-1,827
| -6% | -$69.1K | 0.19% | 73 |
|
|
2016
Q3 | $1.04M | Sell |
32,543
-691
| -2% | -$20.6K | 0.16% | 93 |
|
|
2016
Q2 | $863K | Buy |
33,234
+2,766
| +9% | +$72.3K | 0.14% | 128 |
|
|
2016
Q1 | $762K | Buy |
30,468
+2,084
| +7% | +$53.2K | 0.17% | 118 |
|
|
2015
Q4 | $903K | Buy |
+28,384
| New | +$943K | 0.21% | 99 |
|
|
2013
Q4 | $991K | Buy |
+25,538
| New | +$759K | 0.24% | 120 |
|
Other funds holding MS
VCM
VPM
Pacer Advisors's MS Position: Q1 2026 in Review
Pacer Advisors reduced its Morgan Stanley (MS) stake by 36% in Q1 2026, selling an estimated $5.97M and leaving 60,264 shares worth $9.92M. The position accounts for 0.03% of the portfolio, ranked #448.
Pacer Advisors first reported a position in MS in Q4 2013 and has held it in 41 quarters since. The position peaked at $19.4M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Pacer Advisors held 60,264 shares of Morgan Stanley worth $9.92M as of Q1 2026.
- Pacer Advisors sold 34,480 Morgan Stanley shares in Q1 2026, an estimated $5.97M.
- Morgan Stanley made up 0.03% of Pacer Advisors's portfolio in Q1 2026, its #448 holding.
- Pacer Advisors first reported a position in Morgan Stanley in Q4 2013 and has held it in 41 quarters since.
- Pacer Advisors's Morgan Stanley position peaked at $19.4M in Q3 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.