Schroder Investment Management Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32B | Buy |
9,357,200
+1,776,544
| +23% | +$250M | 1.11% | 16 |
|
|
2025
Q1 | $884M | Buy |
7,580,656
+298,500
| +4% | +$34.8M | 0.89% | 18 |
|
|
2024
Q4 | $916M | Buy |
7,282,156
+2,453,470
| +51% | +$309M | 0.88% | 18 |
|
|
2024
Q3 | $503M | Buy |
4,828,686
+158,849
| +3% | +$16.6M | 0.52% | 40 |
|
|
2024
Q2 | $454M | Buy |
4,669,837
+733,384
| +19% | +$71.3M | 0.5% | 40 |
|
|
2024
Q1 | $371M | Buy |
3,936,453
+1,591,732
| +68% | +$150M | 0.44% | 48 |
|
|
2023
Q4 | $219M | Sell |
2,344,721
-1,163,128
| -33% | -$108M | 0.28% | 69 |
|
|
2023
Q3 | $286M | Buy |
3,507,849
+144,114
| +4% | +$11.8M | 0.43% | 48 |
|
|
2023
Q2 | $287M | Buy |
3,363,735
+208,026
| +7% | +$17.8M | 0.41% | 49 |
|
|
2023
Q1 | $277M | Sell |
3,155,709
-277,041
| -8% | -$24.3M | 0.41% | 53 |
|
|
2022
Q4 | $292M | Sell |
3,432,750
-177,540
| -5% | -$15.1M | 0.46% | 45 |
|
|
2022
Q3 | $285M | Sell |
3,610,290
-161,627
| -4% | -$12.8M | 0.47% | 45 |
|
|
2022
Q2 | $295M | Buy |
3,771,917
+402,496
| +12% | +$31.5M | 0.45% | 45 |
|
|
2022
Q1 | $304M | Sell |
3,369,421
-368,846
| -10% | -$33.3M | 0.4% | 55 |
|
|
2021
Q4 | $367M | Buy |
3,738,267
+982,205
| +36% | +$96.4M | 0.48% | 43 |
|
|
2021
Q3 | $268M | Sell |
2,756,062
-495,508
| -15% | -$48.2M | 0.41% | 45 |
|
|
2021
Q2 | $298M | Buy |
3,251,570
+128,553
| +4% | +$11.8M | 0.37% | 51 |
|
|
2021
Q1 | $243M | Buy |
3,123,017
+107,322
| +4% | +$8.33M | 0.31% | 65 |
|
|
2020
Q4 | $207M | Buy |
3,015,695
+332,520
| +12% | +$22.8M | 0.29% | 72 |
|
|
2020
Q3 | $129M | Buy |
2,683,175
+1,677,645
| +167% | +$80.5M | 0.21% | 98 |
|
|
2020
Q2 | $48.6M | Sell |
1,005,530
-79,920
| -7% | -$3.86M | 0.09% | 232 |
|
|
2020
Q1 | $40.2M | Buy |
1,085,450
+385,287
| +55% | +$14.3M | 0.09% | 241 |
|
|
2019
Q4 | $35.8M | Sell |
700,163
-647,651
| -48% | -$33.1M | 0.06% | 351 |
|
|
2019
Q3 | $57.7M | Sell |
1,347,814
-285,728
| -17% | -$12.2M | 0.1% | 231 |
|
|
2019
Q2 | $71.6M | Buy |
1,633,542
+297,026
| +22% | +$13M | 0.13% | 186 |
|
|
2019
Q1 | $56.4M | Sell |
1,336,516
-356,358
| -21% | -$15M | 0.1% | 227 |
|
|
2018
Q4 | $67.1K | Buy |
1,692,874
+1,374,856
| +432% | +$54.5K | 0.12% | 172 |
|
|
2018
Q3 | $14.8M | Buy |
318,018
+101,076
| +47% | +$4.71M | 0.03% | 522 |
|
|
2018
Q2 | $10.5M | Buy |
216,942
+87,937
| +68% | +$4.25M | 0.02% | 597 |
|
|
2018
Q1 | $6.96M | Sell |
129,005
-1,325,199
| -91% | -$71.5M | 0.01% | 680 |
|
|
2017
Q4 | $76.3M | Sell |
1,454,204
-2,322,962
| -62% | -$122M | 0.12% | 214 |
|
|
2017
Q3 | $182M | Sell |
3,777,166
-585,588
| -13% | -$28.2M | 0.32% | 67 |
|
|
2017
Q2 | $195M | Buy |
4,362,754
+138,885
| +3% | +$6.22M | 0.35% | 55 |
|
|
2017
Q1 | $183M | Buy |
4,223,869
+2,170,815
| +106% | +$94.3M | 0.33% | 63 |
|
|
2016
Q4 | $86.7M | Sell |
2,053,054
-329,500
| -14% | -$13.9M | 0.17% | 158 |
|
|
2016
Q3 | $76.4M | Sell |
2,382,554
-110,500
| -4% | -$3.54M | 0.14% | 177 |
|
|
2016
Q2 | $64.8M | Buy |
2,493,054
+280,700
| +13% | +$7.29M | 0.13% | 190 |
|
|
2016
Q1 | $55.5M | Buy |
2,212,354
+1,564,000
| +241% | +$39.2M | 0.11% | 219 |
|
|
2015
Q4 | $20.6M | Sell |
648,354
-2,828,665
| -81% | -$90M | 0.04% | 454 |
|
|
2015
Q3 | $110M | Buy |
3,477,019
+2,415,999
| +228% | +$76.1M | 0.23% | 116 |
|
|
2015
Q2 | $40.6M | Sell |
1,061,020
-803,723
| -43% | -$30.8M | 0.08% | 305 |
|
|
2015
Q1 | $66.8M | Sell |
1,864,743
-508,204
| -21% | -$18.2M | 0.13% | 206 |
|
|
2014
Q4 | $92.1M | Buy |
2,372,947
+1,389,993
| +141% | +$53.9M | 0.18% | 153 |
|
|
2014
Q3 | $34M | Sell |
982,954
-14,125
| -1% | -$488K | 0.05% | 360 |
|
|
2014
Q2 | $32.2M | Sell |
997,079
-142,859
| -13% | -$4.62M | 0.04% | 373 |
|
|
2014
Q1 | $35.5M | Sell |
1,139,938
-642,884
| -36% | -$20M | 0.04% | 339 |
|
|
2013
Q4 | $55.9M | Sell |
1,782,822
-2,862,152
| -62% | -$89.8M | 0.07% | 225 |
|
|
2013
Q3 | $125M | Sell |
4,644,974
-1,491,030
| -24% | -$40.2M | 0.3% | 81 |
|
|
2013
Q2 | $150M | Buy |
+6,136,004
| New | +$150M | 0.4% | 60 |
|