Resona Asset Management’s Morgan Stanley MS Stock Holding History

Resona 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	$72.9M	Sell	347,577 -29,760	-8%	-$5.89M	0.34%	57
2026 Q1	$61.7M	Buy	377,337 +3,094	+0.8%	+$536K	0.31%	62
2025 Q4	$66.6M	Sell	374,243 -15,864	-4%	-$2.65M	0.32%	58
2025 Q3	$62.2M	Sell	390,107 -31,333	-7%	-$4.63M	0.29%	60
2025 Q2	$59.4M	Buy	421,440 +25,578	+6%	+$3.14M	0.29%	64
2025 Q1	$46.1M	Buy	395,862 +28,125	+8%	+$3.62M	0.27%	79
2024 Q4	$46.3M	Sell	367,737 -20,771	-5%	-$2.56M	0.27%	66
2024 Q3	$40.5M	Sell	388,508 -8,227	-2%	-$829K	0.23%	86
2024 Q2	$38.5M	Sell	396,735 -23,888	-6%	-$2.27M	0.23%	88
2024 Q1	$39.6M	Buy	+420,623	New	+$37M	0.24%	89

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Resona Asset Management reduced its Morgan Stanley (MS) stake by 7.9% in Q2 2026, selling an estimated $5.89M and leaving 347,577 shares worth $72.9M. The position accounts for 0.34% of the portfolio, ranked #57.

Resona Asset Management first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Resona Asset Management held 347,577 shares of Morgan Stanley worth $72.9M as of Q2 2026.
Resona Asset Management sold 29,760 Morgan Stanley shares in Q2 2026, an estimated $5.89M.
Morgan Stanley made up 0.34% of Resona Asset Management's portfolio in Q2 2026, its #57 holding.
Resona Asset Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.