Soros Fund Management’s Morgan Stanley MS Stock Holding History

Soros Fund 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 Q3	$3.59M	Hold	19,096	–	–	0.04%	168
2026 Q2	$3.99M	Buy	+19,096	New	+$3.78M	0.05%	186
2021 Q1	–	Sell	-99,701	Closed	-$6.83M	–	243
2020 Q4	$6.83M	Hold	99,701	–	–	0.13%	102
2020 Q3	$4.82M	Sell	99,701 -482,562	-83%	-$24.3M	0.12%	91
2020 Q2	$28.1M	Buy	+582,263	New	+$24.5M	0.63%	32
2020 Q1	–	Sell	-134,143	Closed	-$6.86M	–	159
2019 Q4	$6.86M	Hold	134,143	–	–	0.22%	78
2019 Q3	$5.72M	Sell	134,143 -486,325	-78%	-$20.8M	0.16%	97
2019 Q2	$27.2M	Buy	620,468 +102,006	+20%	+$4.55M	0.64%	33
2019 Q1	$21.9M	Buy	518,462 +252,602	+95%	+$10.6M	0.51%	45
2018 Q4	$10.5M	Sell	265,860 -32,095	-11%	-$1.4M	0.32%	70
2018 Q3	$13.9M	Sell	297,955 -210,603	-41%	-$10.3M	0.3%	69
2018 Q2	$24.1M	Buy	508,558 +10,899	+2%	+$570K	0.39%	57
2018 Q1	$26.9M	Buy	+497,659	New	+$27.5M	0.44%	50

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Soros Fund Management's MS Position: Q3 2026 in Review

Soros Fund Management held its Morgan Stanley (MS) position steady in Q3 2026 at 19,096 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #168.

Soros Fund Management first reported a position in MS in Q1 2018 and has held it in 13 quarters since. The position peaked at $28.1M in Q2 2020. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Soros Fund Management held 19,096 shares of Morgan Stanley worth $3.59M as of Q3 2026.
Soros Fund Management left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.04% of Soros Fund Management's portfolio in Q3 2026, its #168 holding.
Soros Fund Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 13 quarters since.
Soros Fund Management's Morgan Stanley position peaked at $28.1M in Q2 2020.
2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Soros Fund Management's 13F filing for Q3 2026, filed 13 Nov 2026.