PBU - The Pension Fund of Early Childhood & Youth Educators’s Morgan Stanley MS Stock Holding History

PBU - The Pension Fund of Early Childhood & Youth Educators’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	$39.7M	Buy	190,021 +124	+0.1%	+$24.6K	0.9%	21
2026 Q1	$31.3M	Buy	189,897 +43,152	+29%	+$7.47M	0.47%	54
2025 Q4	$26.1M	Buy	+146,745	New	+$24.5M	0.38%	57

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators's MS Position: Q2 2026 in Review

PBU - The Pension Fund of Early Childhood & Youth Educators increased its Morgan Stanley (MS) stake by 0.07% in Q2 2026, buying an estimated $24.6K and bringing the position to 190,021 shares worth $39.7M. The position accounts for 0.9% of the portfolio, ranked #21.

PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold MS as of Q2 2026.

PBU - The Pension Fund of Early Childhood & Youth Educators held 190,021 shares of Morgan Stanley worth $39.7M as of Q2 2026.
PBU - The Pension Fund of Early Childhood & Youth Educators bought 124 Morgan Stanley shares in Q2 2026, an estimated $24.6K.
Morgan Stanley made up 0.9% of PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio in Q2 2026, its #21 holding.
PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,139 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PBU - The Pension Fund of Early Childhood & Youth Educators's 13F filing for Q2 2026, filed 16 Jul 2026.