Russell Investments Group
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Russell Investments Group’s Morgan Stanley MS Stock Holding History

Russell Investments Group’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
Q1 		$172M Buy
1,051,577
+126,795
+14% +$22M 0.18% 101
2025
Q4 		$165M Buy
924,782
+166,390
+22% +$27.8M 0.18% 102
2025
Q3 		$121M Buy
758,392
+7,809
+1% +$1.15M 0.14% 151
2025
Q2 		$106M Sell
750,583
-89,414
-11% -$11M 0.13% 157
2025
Q1 		$97.9M Sell
839,997
-19,220
-2% -$2.48M 0.13% 160
2024
Q4 		$108M Sell
859,217
-77,203
-8% -$9.51M 0.15% 134
2024
Q3 		$97.6M Buy
936,420
+68,481
+8% +$6.9M 0.14% 150
2024
Q2 		$84.2M Sell
867,939
-18,766
-2% -$1.79M 0.14% 156
2024
Q1 		$83.4M Sell
886,705
-40,735
-4% -$3.59M 0.13% 166
2023
Q4 		$86.5M Sell
927,440
-278,049
-23% -$22.2M 0.15% 141
2023
Q3 		$98.5M Buy
1,205,489
+171,412
+17% +$14.9M 0.2% 104
2023
Q2 		$88.3M Buy
1,034,077
+65,801
+7% +$5.63M 0.17% 128
2023
Q1 		$84.8M Sell
968,276
-39,470
-4% -$3.68M 0.17% 132
2022
Q4 		$85.7M Buy
1,007,746
+47,913
+5% +$4.08M 0.18% 117
2022
Q3 		$76M Buy
959,833
+78,747
+9% +$6.64M 0.17% 136
2022
Q2 		$67.3M Buy
881,086
+160,570
+22% +$13.2M 0.14% 176
2022
Q1 		$63.4M Sell
720,516
-365,084
-34% -$35.2M 0.11% 225
2021
Q4 		$107M Sell
1,085,600
-153,835
-12% -$15.3M 0.17% 120
2021
Q3 		$121M Sell
1,239,435
-85,898
-6% -$8.51M 0.2% 99
2021
Q2 		$121M Sell
1,325,333
-339,432
-20% -$29.1M 0.2% 95
2021
Q1 		$129M Sell
1,664,765
-511,572
-24% -$39.2M 0.23% 79
2020
Q4 		$149M Buy
2,176,337
+276,492
+15% +$15.9M 0.29% 52
2020
Q3 		$91.6M Sell
1,899,845
-171,128
-8% -$8.62M 0.2% 103
2020
Q2 		$99.8M Buy
2,070,973
+755,926
+57% +$31.7M 0.22% 86
2020
Q1 		$45M Sell
1,315,047
-78,613
-6% -$3.7M 0.12% 205
2019
Q4 		$71.2M Sell
1,393,660
-722,008
-34% -$34.2M 0.13% 172
2019
Q3 		$90.3M Buy
2,115,668
+563,750
+36% +$24.1M 0.18% 127
2019
Q2 		$67.8M Buy
1,551,918
+71,511
+5% +$3.19M 0.13% 185
2019
Q1 		$62.3M Sell
1,480,407
-348,507
-19% -$14.7M 0.12% 194
2018
Q4 		$72.4M Sell
1,828,914
-429,652
-19% -$18.7M 0.16% 134
2018
Q3 		$106M Buy
2,258,566
+205,971
+10% +$10.1M 0.2% 96
2018
Q2 		$97.9M Buy
2,052,595
+272,976
+15% +$14.3M 0.2% 94
2018
Q1 		$95.7M Buy
1,779,619
+103,371
+6% +$5.72M 0.16% 127
2017
Q4 		$88.2M Sell
1,676,248
-302,927
-15% -$15.3M 0.15% 150
2017
Q3 		$95.3M Sell
1,979,175
-240,111
-11% -$11.1M 0.16% 136
2017
Q2 		$98.9M Buy
2,219,286
+265,096
+14% +$11.4M 0.18% 115
2017
Q1 		$83.7M Buy
1,954,190
+318,720
+19% +$14.1M 0.15% 146
2016
Q4 		$68.9M Buy
+1,635,470
New +$61.8M 0.13% 167

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Russell Investments Group's MS Position: Q1 2026 in Review

Russell Investments Group increased its Morgan Stanley (MS) stake by 14% in Q1 2026, buying an estimated $22M and bringing the position to 1,051,577 shares worth $172M. The position accounts for 0.18% of the portfolio, ranked #101.

Russell Investments Group first reported a position in MS in Q4 2016 and has held it in 38 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Russell Investments Group held 1,051,577 shares of Morgan Stanley worth $172M as of Q1 2026.
  • Russell Investments Group bought 126,795 Morgan Stanley shares in Q1 2026, an estimated $22M.
  • Morgan Stanley made up 0.18% of Russell Investments Group's portfolio in Q1 2026, its #101 holding.
  • Russell Investments Group first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.