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Paradigm Asset Management’s Morgan Stanley MS Stock Holding History

Paradigm Asset 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
Q2 		$2.01M Sell
9,600
-9,900
-51% -$1.96M 0.43% 65
2026
Q1 		$3.21M Hold
19,500
– – 0.75% 20
2025
Q4 		$3.46M Sell
19,500
-1,200
-6% -$200K 0.8% 15
2025
Q3 		$3.29M Hold
20,700
– – 0.76% 19
2025
Q2 		$2.92M Sell
20,700
-2,500
-11% -$307K 0.72% 21
2025
Q1 		$2.71M Hold
23,200
– – 0.72% 26
2024
Q4 		$2.92M Sell
23,200
-2,200
-9% -$271K 0.8% 23
2024
Q3 		$2.65M Hold
25,400
– – 0.69% 21
2024
Q2 		$2.47M Buy
25,400
+10,500
+70% +$1,000K 0.69% 22
2024
Q1 		$1.4M Sell
14,900
-600
-4% -$52.8K 0.36% 95
2023
Q4 		$1.45M Sell
15,500
-400
-3% -$32K 0.38% 83
2023
Q3 		$1.3M Sell
15,900
-800
-5% -$69.5K 0.37% 92
2023
Q2 		$1.43M Buy
16,700
+1,100
+7% +$94.1K 0.38% 81
2023
Q1 		$1.37M Hold
15,600
– – 0.38% 79
2022
Q4 		$1.33M Buy
+15,600
New +$1.33M 0.37% 62
2020
Q4 		– Sell
-17,700
Closed -$856K – 406
2020
Q3 		$856K Sell
17,700
-2,900
-14% -$146K 0.27% 142
2020
Q2 		$995K Sell
20,600
-2,000
-9% -$84K 0.31% 111
2020
Q1 		$768K Hold
22,600
– – 0.3% 137
2019
Q4 		$1.16M Sell
22,600
-1,150
-5% -$54.4K 0.34% 115
2019
Q3 		$1.01M Sell
23,750
-5,100
-18% -$218K 0.33% 118
2019
Q2 		$1.26M Buy
28,850
+9,150
+46% +$408K 0.36% 85
2019
Q1 		$831K Sell
19,700
-900
-4% -$37.9K 0.24% 148
2018
Q4 		$817K Buy
+20,600
New +$899K 0.26% 138
2014
Q2 		– Sell
-22,400
Closed -$698K – 825
2014
Q1 		$698K Buy
22,400
+4,500
+25% +$139K 0.1% 232
2013
Q4 		$561K Sell
17,900
-500
-3% -$14.9K 0.09% 261
2013
Q3 		$496K Buy
+18,400
New +$494K 0.08% 270

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Paradigm Asset Management's MS Position: Q2 2026 in Review

Paradigm Asset Management reduced its Morgan Stanley (MS) stake by 51% in Q2 2026, selling an estimated $1.96M and leaving 9,600 shares worth $2.01M. The position accounts for 0.43% of the portfolio, ranked #65.

Paradigm Asset Management first reported a position in MS in Q3 2013 and has held it in 26 quarters since. The position peaked at $3.46M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Paradigm Asset Management held 9,600 shares of Morgan Stanley worth $2.01M as of Q2 2026.
  • Paradigm Asset Management sold 9,900 Morgan Stanley shares in Q2 2026, an estimated $1.96M.
  • Morgan Stanley made up 0.43% of Paradigm Asset Management's portfolio in Q2 2026, its #65 holding.
  • Paradigm Asset Management first reported a position in Morgan Stanley in Q3 2013 and has held it in 26 quarters since.
  • Paradigm Asset Management's Morgan Stanley position peaked at $3.46M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.