State of New Jersey Common Pension Fund D’s Morgan Stanley MS Stock Holding History

State of New Jersey Common Pension Fund D’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	$67.7M	Sell	411,261 -2,455	-0.6%	-$425K	0.26%	62
2025 Q4	$73.4M	Sell	413,716 -8,914	-2%	-$1.49M	0.27%	57
2025 Q3	$67.2M	Buy	422,630 +16,312	+4%	+$2.41M	0.25%	60
2025 Q2	$57.2M	Buy	406,318 +1,625	+0.4%	+$200K	0.22%	71
2025 Q1	$47.2M	Sell	404,693 -42,474	-9%	-$5.47M	0.21%	86
2024 Q4	$56.2M	Sell	447,167 -4,803	-1%	-$592K	0.23%	76
2024 Q3	$47.1M	Hold	451,970	–	–	0.19%	92
2024 Q2	$43.9M	Sell	451,970 -258,957	-36%	-$24.7M	0.19%	98
2024 Q1	$66.9M	Hold	710,927	–	–	0.2%	97
2023 Q4	$66.3M	Hold	710,927	–	–	0.22%	84
2023 Q3	$58.1M	Sell	710,927 -30,594	-4%	-$2.66M	0.21%	95
2023 Q2	$63.3M	Sell	741,521 -4,888	-0.7%	-$418K	0.21%	91
2023 Q1	$65.5M	Sell	746,409 -9,341	-1%	-$872K	0.23%	87
2022 Q4	$64.3M	Sell	755,750 -14,870	-2%	-$1.27M	0.24%	87
2022 Q3	$60.9M	Sell	770,620 -10,897	-1%	-$918K	0.25%	82
2022 Q2	$59.4M	Sell	781,517 -8,198	-1%	-$671K	0.23%	84
2022 Q1	$69M	Sell	789,715 -11,239	-1%	-$1.08M	0.22%	88
2021 Q4	$78.6M	Sell	800,954 -20,650	-3%	-$2.06M	0.23%	82
2021 Q3	$80M	Sell	821,604 -16,486	-2%	-$1.63M	0.25%	74
2021 Q2	$76.8M	Buy	838,090 +36,544	+5%	+$3.13M	0.25%	81
2021 Q1	$62.2M	Sell	801,546 -38,785	-5%	-$2.97M	0.22%	87
2020 Q4	$57.6M	Buy	840,331 +73,664	+10%	+$4.23M	0.2%	89
2020 Q3	$37.1M	Sell	766,667 -45,891	-6%	-$2.31M	0.15%	132
2020 Q2	$39.2M	Sell	812,558 -71,819	-8%	-$3.02M	0.16%	117
2020 Q1	$30.1M	Hold	884,377	–	–	0.15%	138
2019 Q4	$45.2M	Sell	884,377 -75,723	-8%	-$3.58M	0.17%	115
2019 Q3	$41M	Sell	960,100 -489,900	-34%	-$20.9M	0.16%	126
2019 Q2	$63.5M	Hold	1,450,000	–	–	0.24%	99
2019 Q1	$61.2M	Sell	1,450,000 -200,000	-12%	-$8.42M	0.23%	102
2018 Q4	$65.4M	Sell	1,650,000 -100,000	-6%	-$4.36M	0.28%	84
2018 Q3	$81.5M	Buy	1,750,000 +200,000	+13%	+$9.77M	0.3%	69
2018 Q2	$73.5M	Sell	1,550,000 -100,000	-6%	-$5.23M	0.28%	81
2018 Q1	$89M	Hold	1,650,000	–	–	0.34%	59
2017 Q4	$86.6M	Hold	1,650,000	–	–	0.33%	70
2017 Q3	$79.5M	Hold	1,650,000	–	–	0.32%	69
2017 Q2	$73.5M	Hold	1,650,000	–	–	0.3%	74
2017 Q1	$70.7M	Buy	1,650,000 +300,000	+22%	+$13.3M	0.3%	79
2016 Q4	$57M	Sell	1,350,000 -100,000	-7%	-$3.78M	0.24%	102
2016 Q3	$46.5M	Hold	1,450,000	–	–	0.2%	126
2016 Q2	$37.7M	Sell	1,450,000 -400,000	-22%	-$10.5M	0.17%	149
2016 Q1	$46.3M	Hold	1,850,000	–	–	0.21%	117
2015 Q4	$58.8M	Hold	1,850,000	–	–	0.25%	103
2015 Q3	$58.3M	Hold	1,850,000	–	–	0.25%	106
2015 Q2	$71.8M	Buy	1,850,000 +100,000	+6%	+$3.81M	0.28%	87
2015 Q1	$62.5M	Hold	1,750,000	–	–	0.24%	98
2014 Q4	$67.9M	Hold	1,750,000	–	–	0.26%	88
2014 Q3	$60.5M	Hold	1,750,000	–	–	0.24%	98
2014 Q2	$56.6M	Buy	+1,750,000	New	+$54M	0.23%	107

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State of New Jersey Common Pension Fund D's MS Position: Q1 2026 in Review

State of New Jersey Common Pension Fund D reduced its Morgan Stanley (MS) stake by 0.59% in Q1 2026, selling an estimated $425K and leaving 411,261 shares worth $67.7M. The position accounts for 0.26% of the portfolio, ranked #62.

State of New Jersey Common Pension Fund D first reported a position in MS in Q2 2014 and has held it in 48 quarters since. The position peaked at $89M in Q1 2018. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

State of New Jersey Common Pension Fund D held 411,261 shares of Morgan Stanley worth $67.7M as of Q1 2026.
State of New Jersey Common Pension Fund D sold 2,455 Morgan Stanley shares in Q1 2026, an estimated $425K.
Morgan Stanley made up 0.26% of State of New Jersey Common Pension Fund D's portfolio in Q1 2026, its #62 holding.
State of New Jersey Common Pension Fund D first reported a position in Morgan Stanley in Q2 2014 and has held it in 48 quarters since.
State of New Jersey Common Pension Fund D's Morgan Stanley position peaked at $89M in Q1 2018.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q1 2026, filed 5 May 2026.