Primecap Management
MS icon

Primecap Management’s Morgan Stanley MS Stock Holding History

Primecap 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 		$90.3M Sell
431,988
-400
-0.1% -$79.2K 0.05% 163
2026
Q1 		$71.2M Hold
432,388
– – 0.06% 172
2025
Q4 		$76.8M Sell
432,388
-96,583
-18% -$16.1M 0.06% 168
2025
Q3 		$84.1M Sell
528,971
-106,810
-17% -$15.8M 0.06% 165
2025
Q2 		$89.6M Sell
635,781
-514,364
-45% -$63.2M 0.07% 157
2025
Q1 		$134M Sell
1,150,145
-29,450
-2% -$3.79M 0.11% 123
2024
Q4 		$148M Sell
1,179,595
-271,312
-19% -$33.4M 0.11% 121
2024
Q3 		$151M Sell
1,450,907
-54,994
-4% -$5.54M 0.11% 116
2024
Q2 		$146M Sell
1,505,901
-62,813
-4% -$5.98M 0.11% 115
2024
Q1 		$148M Sell
1,568,714
-201,490
-11% -$17.7M 0.11% 111
2023
Q4 		$165M Sell
1,770,204
-773,009
-30% -$61.8M 0.13% 106
2023
Q3 		$208M Sell
2,543,213
-76,030
-3% -$6.6M 0.18% 91
2023
Q2 		$224M Sell
2,619,243
-101,110
-4% -$8.65M 0.19% 89
2023
Q1 		$239M Sell
2,720,353
-831,390
-23% -$77.6M 0.21% 88
2022
Q4 		$302M Sell
3,551,743
-1,697,218
-32% -$145M 0.28% 76
2022
Q3 		$415M Sell
5,248,961
-2,800,243
-35% -$236M 0.4% 61
2022
Q2 		$612M Sell
8,049,204
-335,960
-4% -$27.5M 0.55% 54
2022
Q1 		$733M Sell
8,385,164
-417,667
-5% -$40.3M 0.55% 54
2021
Q4 		$864M Sell
8,802,831
-1,011,204
-10% -$101M 0.6% 51
2021
Q3 		$955M Sell
9,814,035
-229,938
-2% -$22.8M 0.67% 43
2021
Q2 		$921M Sell
10,043,973
-1,591,655
-14% -$136M 0.62% 47
2021
Q1 		$904M Sell
11,635,628
-437,348
-4% -$33.5M 0.63% 48
2020
Q4 		$827M Buy
+12,072,976
New +$693M 0.62% 46

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

Primecap Management's MS Position: Q2 2026 in Review

Primecap Management reduced its Morgan Stanley (MS) stake by 0.09% in Q2 2026, selling an estimated $79.2K and leaving 431,988 shares worth $90.3M. The position accounts for 0.05% of the portfolio, ranked #163.

Primecap Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $955M in Q3 2021. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Primecap Management held 431,988 shares of Morgan Stanley worth $90.3M as of Q2 2026.
  • Primecap Management sold 400 Morgan Stanley shares in Q2 2026, an estimated $79.2K.
  • Morgan Stanley made up 0.05% of Primecap Management's portfolio in Q2 2026, its #163 holding.
  • Primecap Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Primecap Management's Morgan Stanley position peaked at $955M in Q3 2021.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.