SEI Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $232M | Sell |
1,110,058
-300,235
| -21% | -$59.5M | 0.2% | 83 |
|
|
2026
Q1 | $232M | Buy |
1,410,293
+666,754
| +90% | +$115M | 0.21% | 79 |
|
|
2025
Q4 | $132M | Buy |
743,539
+187,600
| +34% | +$31.3M | 0.13% | 150 |
|
|
2025
Q3 | $88.4M | Buy |
555,939
+36,515
| +7% | +$5.39M | 0.1% | 202 |
|
|
2025
Q2 | $73.2M | Sell |
519,424
-85,252
| -14% | -$10.5M | 0.08% | 251 |
|
|
2025
Q1 | $70.5M | Buy |
604,676
+40,013
| +7% | +$5.16M | 0.09% | 249 |
|
|
2024
Q4 | $71M | Buy |
564,663
+19,389
| +4% | +$2.39M | 0.09% | 230 |
|
|
2024
Q3 | $56.8M | Buy |
545,274
+19,123
| +4% | +$1.93M | 0.07% | 292 |
|
|
2024
Q2 | $51.1M | Buy |
526,151
+8,260
| +2% | +$786K | 0.07% | 293 |
|
|
2024
Q1 | $48.8M | Buy |
517,891
+9,883
| +2% | +$870K | 0.07% | 295 |
|
|
2023
Q4 | $47.4M | Sell |
508,008
-72,819
| -13% | -$5.83M | 0.08% | 289 |
|
|
2023
Q3 | $47.4M | Sell |
580,827
-26,087
| -4% | -$2.26M | 0.09% | 237 |
|
|
2023
Q2 | $51.8M | Buy |
606,914
+60,366
| +11% | +$5.16M | 0.09% | 221 |
|
|
2023
Q1 | $48M | Buy |
546,548
+129,071
| +31% | +$12M | 0.09% | 240 |
|
|
2022
Q4 | $35.5M | Sell |
417,477
-105,028
| -20% | -$8.95M | 0.08% | 286 |
|
|
2022
Q3 | $41.3M | Sell |
522,505
-33,678
| -6% | -$2.84M | 0.09% | 230 |
|
|
2022
Q2 | $42.4M | Buy |
556,183
+125,539
| +29% | +$10.3M | 0.09% | 229 |
|
|
2022
Q1 | $37.7M | Sell |
430,644
-59,680
| -12% | -$5.76M | 0.08% | 277 |
|
|
2021
Q4 | $48.1M | Buy |
490,324
+18,756
| +4% | +$1.87M | 0.09% | 226 |
|
|
2021
Q3 | $46M | Sell |
471,568
-52,782
| -10% | -$5.23M | 0.1% | 219 |
|
|
2021
Q2 | $48.1M | Sell |
524,350
-10,010
| -2% | -$858K | 0.11% | 185 |
|
|
2021
Q1 | $40.8M | Sell |
534,360
-76,193
| -12% | -$5.84M | 0.1% | 186 |
|
|
2020
Q4 | $41.9M | Sell |
610,553
-9,998
| -2% | -$574K | 0.11% | 181 |
|
|
2020
Q3 | $30M | Sell |
620,551
-113,529
| -15% | -$5.72M | 0.09% | 213 |
|
|
2020
Q2 | $35.5M | Buy |
734,080
+24,216
| +3% | +$1.02M | 0.11% | 169 |
|
|
2020
Q1 | $24.2M | Buy |
709,864
+94,568
| +15% | +$4.45M | 0.09% | 219 |
|
|
2019
Q4 | $31.5M | Buy |
615,296
+112,517
| +22% | +$5.33M | 0.09% | 206 |
|
|
2019
Q3 | $21.5M | Buy |
502,779
+12,356
| +3% | +$528K | 0.06% | 314 |
|
|
2019
Q2 | $21.5M | Buy |
490,423
+20,102
| +4% | +$897K | 0.07% | 287 |
|
|
2019
Q1 | $19.9M | Sell |
470,321
-20,626
| -4% | -$868K | 0.07% | 298 |
|
|
2018
Q4 | $22.6M | Buy |
490,947
+17,957
| +4% | +$784K | 0.08% | 245 |
|
|
2018
Q3 | $22.1M | Sell |
472,990
-152,054
| -24% | -$7.43M | 0.08% | 247 |
|
|
2018
Q2 | $29.6M | Sell |
625,044
-297,318
| -32% | -$15.5M | 0.1% | 191 |
|
|
2018
Q1 | $49.8M | Sell |
922,362
-129,677
| -12% | -$7.18M | 0.19% | 99 |
|
|
2017
Q4 | $55.2M | Sell |
1,052,039
-80,136
| -7% | -$4.05M | 0.19% | 102 |
|
|
2017
Q3 | $54.5M | Buy |
1,132,175
+52,654
| +5% | +$2.44M | 0.19% | 102 |
|
|
2017
Q2 | $48.1M | Buy |
1,079,521
+82,554
| +8% | +$3.56M | 0.19% | 103 |
|
|
2017
Q1 | $42.7M | Buy |
996,967
+42,449
| +4% | +$1.88M | 0.19% | 115 |
|
|
2016
Q4 | $40.3M | Buy |
954,518
+414,636
| +77% | +$15.7M | 0.2% | 113 |
|
|
2016
Q3 | $17.3M | Sell |
539,882
-113,097
| -17% | -$3.37M | 0.09% | 280 |
|
|
2016
Q2 | $17M | Sell |
652,979
-8,599
| -1% | -$225K | 0.1% | 249 |
|
|
2016
Q1 | $16.5M | Sell |
661,578
-80,519
| -11% | -$2.05M | 0.1% | 245 |
|
|
2015
Q4 | $23.6M | Buy |
742,097
+389,824
| +111% | +$13M | 0.14% | 171 |
|
|
2015
Q3 | $11.1M | Sell |
352,273
-66,851
| -16% | -$2.43M | 0.1% | 229 |
|
|
2015
Q2 | $16.3M | Buy |
419,124
+8,468
| +2% | +$322K | 0.15% | 166 |
|
|
2015
Q1 | $14.6M | Sell |
410,656
-531,497
| -56% | -$19.1M | 0.13% | 195 |
|
|
2014
Q4 | $36.6M | Buy |
+942,153
| New | +$33.5M | 0.32% | 71 |
|
Other funds holding MS
SEI Investments's MS Position: Q2 2026 in Review
SEI Investments reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $59.5M and leaving 1,110,058 shares worth $232M. The position accounts for 0.2% of the portfolio, ranked #83.
SEI Investments first reported a position in MS in Q4 2014 and has held it in 47 quarters since. The position peaked at $232M in Q1 2026. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- SEI Investments held 1,110,058 shares of Morgan Stanley worth $232M as of Q2 2026.
- SEI Investments sold 300,235 Morgan Stanley shares in Q2 2026, an estimated $59.5M.
- Morgan Stanley made up 0.2% of SEI Investments's portfolio in Q2 2026, its #83 holding.
- SEI Investments first reported a position in Morgan Stanley in Q4 2014 and has held it in 47 quarters since.
- SEI Investments's Morgan Stanley position peaked at $232M in Q1 2026.
- 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.