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PGGM Investments’s Morgan Stanley MS Stock Holding History

PGGM Investments’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
2025
Q2 		– Sell
-86,640
Closed -$10.1M – 246
2025
Q1 		$10.1M Buy
86,640
+31,614
+57% +$4.07M 0.14% 141
2024
Q4 		$6.92M Buy
55,026
+29,827
+118% +$3.67M 0.09% 166
2024
Q3 		$2.63M Buy
25,199
+11,956
+90% +$1.2M 0.03% 249
2024
Q2 		$1.29M Buy
13,243
+3,410
+35% +$325K 0.02% 281
2024
Q1 		$926K Buy
+9,833
New +$866K 0.01% 301
2023
Q3 		– Sell
-23,418
Closed -$2M – 365
2023
Q2 		$2M Sell
23,418
-18,061
-44% -$1.54M 0.03% 275
2023
Q1 		$3.64M Buy
41,479
+19,740
+91% +$1.84M 0.06% 243
2022
Q4 		$1.85M Buy
21,739
+4,002
+23% +$341K 0.03% 295
2022
Q3 		$1.4M Buy
+17,737
New +$1.49M 0.02% 323
2021
Q2 		– Sell
-71,203
Closed -$5.53M – 443
2021
Q1 		$5.53M Sell
71,203
-98,679
-58% -$7.56M 0.02% 305
2020
Q4 		$11.6M Sell
169,882
-986,166
-85% -$56.6M 0.05% 264
2020
Q3 		$55.9M Hold
1,156,048
– – 0.29% 82
2020
Q2 		$55.8M Hold
1,156,048
– – 0.32% 72
2020
Q1 		$39.3M Buy
1,156,048
+608,210
+111% +$28.6M 0.28% 84
2019
Q4 		$28M Buy
547,838
+232,838
+74% +$11M 0.16% 146
2019
Q3 		$13.4M Buy
+315,000
New +$13.5M 0.06% 198
2017
Q4 		– Sell
-906,129
Closed -$43.6M – 355
2017
Q3 		$43.6M Buy
906,129
+20,368
+2% +$945K 0.22% 126
2017
Q2 		$39.5M Sell
885,761
-1,824
-0.2% -$78.7K 0.2% 131
2017
Q1 		$38M Sell
887,585
-55,728
-6% -$2.47M 0.2% 147
2016
Q4 		$39.9M Sell
943,313
-38,376
-4% -$1.45M 0.2% 139
2016
Q3 		$31.5M Sell
981,689
-4,531
-0.5% -$135K 0.16% 190
2016
Q2 		$25.6M Buy
986,220
+28,451
+3% +$744K 0.13% 218
2016
Q1 		$24M Buy
+957,769
New +$24.4M 0.13% 207

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PGGM Investments's MS Position: Q2 2025 in Review

PGGM Investments sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 86,640 shares — an estimated $10.1M sold.

PGGM Investments first reported a position in MS in Q1 2016 and held it in 23 quarters. The position peaked at $55.9M in Q3 2020. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • PGGM Investments reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • PGGM Investments sold 86,640 Morgan Stanley shares in Q2 2025, an estimated $10.1M.
  • PGGM Investments first reported a position in Morgan Stanley in Q1 2016 and held it in 23 quarters.
  • PGGM Investments's Morgan Stanley position peaked at $55.9M in Q3 2020.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.