State Street’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
Q1 | $16.7B | Sell |
101,340,194
-2,514,557
| -2% | -$435M | 0.58% | 25 |
|
|
2025
Q4 | $18.4B | Buy |
103,854,751
+539,544
| +0.5% | +$90M | 0.62% | 21 |
|
|
2025
Q3 | $16.4B | Sell |
103,315,207
-809,411
| -0.8% | -$120M | 0.57% | 27 |
|
|
2025
Q2 | $14.7B | Sell |
104,124,618
-3,021,615
| -3% | -$371M | 0.55% | 28 |
|
|
2025
Q1 | $12.5B | Sell |
107,146,233
-4,134,346
| -4% | -$533M | 0.52% | 29 |
|
|
2024
Q4 | $14B | Buy |
111,280,579
+1,001,230
| +0.9% | +$123M | 0.55% | 27 |
|
|
2024
Q3 | $11.5B | Buy |
110,279,349
+10,586
| +0% | +$1.07M | 0.47% | 34 |
|
|
2024
Q2 | $10.7B | Sell |
110,268,763
-1,300,915
| -1% | -$124M | 0.47% | 34 |
|
|
2024
Q1 | $10.5B | Sell |
111,569,678
-2,346,167
| -2% | -$207M | 0.47% | 31 |
|
|
2023
Q4 | $10.6B | Buy |
113,915,845
+2,124,934
| +2% | +$170M | 0.52% | 28 |
|
|
2023
Q3 | $9.13B | Sell |
111,790,911
-2,733,607
| -2% | -$237M | 0.51% | 31 |
|
|
2023
Q2 | $9.78B | Sell |
114,524,518
-1,310,309
| -1% | -$112M | 0.51% | 30 |
|
|
2023
Q1 | $10.2B | Sell |
115,834,827
-4,912,368
| -4% | -$458M | 0.57% | 28 |
|
|
2022
Q4 | $10.3B | Sell |
120,747,195
-594,058
| -0.5% | -$50.6M | 0.6% | 27 |
|
|
2022
Q3 | $9.59B | Sell |
121,341,253
-1,359,994
| -1% | -$115M | 0.61% | 27 |
|
|
2022
Q2 | $9.33B | Sell |
122,701,247
-7,747,790
| -6% | -$635M | 0.56% | 28 |
|
|
2022
Q1 | $11.4B | Sell |
130,449,037
-71,118
| -0.1% | -$6.86M | 0.56% | 24 |
|
|
2021
Q4 | $12.8B | Buy |
130,520,155
+2,714,510
| +2% | +$270M | 0.61% | 21 |
|
|
2021
Q3 | $12.4B | Sell |
127,805,645
-1,888,387
| -1% | -$187M | 0.66% | 20 |
|
|
2021
Q2 | $11.9B | Sell |
129,694,032
-2,644,070
| -2% | -$227M | 0.63% | 24 |
|
|
2021
Q1 | $10.3B | Buy |
132,338,102
+11,720,095
| +10% | +$898M | 0.59% | 25 |
|
|
2020
Q4 | $8.27B | Buy |
120,618,007
+9,583,443
| +9% | +$550M | 0.51% | 37 |
|
|
2020
Q3 | $5.37B | Sell |
111,034,564
-942,995
| -0.8% | -$47.5M | 0.37% | 59 |
|
|
2020
Q2 | $5.41B | Sell |
111,977,559
-1,325,242
| -1% | -$55.7M | 0.39% | 52 |
|
|
2020
Q1 | $3.85B | Sell |
113,302,801
-6,943,387
| -6% | -$327M | 0.34% | 64 |
|
|
2019
Q4 | $6.15B | Buy |
120,246,188
+308,911
| +0.3% | +$14.6M | 0.42% | 45 |
|
|
2019
Q3 | $5.12B | Sell |
119,937,277
-1,408,924
| -1% | -$60.2M | 0.38% | 48 |
|
|
2019
Q2 | $5.32B | Sell |
121,346,201
-4,038,191
| -3% | -$180M | 0.4% | 45 |
|
|
2019
Q1 | $5.29B | Sell |
125,384,392
-5,255,781
| -4% | -$221M | 0.41% | 44 |
|
|
2018
Q4 | $5.18B | Sell |
130,640,173
-1,403,997
| -1% | -$61.3M | 0.47% | 41 |
|
|
2018
Q3 | $6.15B | Sell |
132,044,170
-342,364
| -0.3% | -$16.7M | 0.47% | 39 |
|
|
2018
Q2 | $6.28B | Sell |
132,386,534
-4,886,609
| -4% | -$255M | 0.52% | 38 |
|
|
2018
Q1 | $7.41B | Sell |
137,273,143
-14,232,412
| -9% | -$788M | 0.63% | 29 |
|
|
2017
Q4 | $7.95B | Buy |
151,505,555
+553,316
| +0.4% | +$28M | 0.64% | 28 |
|
|
2017
Q3 | $7.27B | Sell |
150,952,239
-2,614,414
| -2% | -$121M | 0.63% | 31 |
|
|
2017
Q2 | $6.84B | Sell |
153,566,653
-5,544,710
| -3% | -$239M | 0.61% | 33 |
|
|
2017
Q1 | $6.82B | Sell |
159,111,363
-3,640,664
| -2% | -$162M | 0.61% | 34 |
|
|
2016
Q4 | $6.88B | Buy |
162,752,027
+6,517,260
| +4% | +$246M | 0.65% | 31 |
|
|
2016
Q3 | $5.01B | Sell |
156,234,767
-10,767
| -0% | -$321K | 0.5% | 39 |
|
|
2016
Q2 | $4.06B | Sell |
156,245,534
-2,093,080
| -1% | -$54.7M | 0.44% | 49 |
|
|
2016
Q1 | $3.96B | Buy |
158,338,614
+20,974,063
| +15% | +$535M | 0.43% | 49 |
|
|
2015
Q4 | $4.37B | Sell |
137,364,551
-213,320
| -0.2% | -$7.09M | 0.48% | 41 |
|
|
2015
Q3 | $4.33B | Sell |
137,577,871
-2,256,196
| -2% | -$82.1M | 0.5% | 38 |
|
|
2015
Q2 | $5.42B | Sell |
139,834,067
-2,236,299
| -2% | -$85.1M | 0.58% | 31 |
|
|
2015
Q1 | $5.07B | Sell |
142,070,366
-5,695,693
| -4% | -$204M | 0.52% | 37 |
|
|
2014
Q4 | $5.73B | Buy |
147,766,059
+2,422,461
| +2% | +$86.2M | 0.57% | 35 |
|
|
2014
Q3 | $5.02B | Buy |
145,343,598
+4,384,374
| +3% | +$146M | 0.54% | 38 |
|
|
2014
Q2 | $4.56B | Buy |
140,959,224
+1,954,689
| +1% | +$60.3M | 0.49% | 41 |
|
|
2014
Q1 | $4.33B | Buy |
139,004,535
+496,557
| +0.4% | +$15.3M | 0.49% | 39 |
|
|
2013
Q4 | $4.34B | Buy |
138,507,978
+61,610
| +0% | +$1.83M | 0.48% | 42 |
|
|
2013
Q3 | $3.73B | Sell |
138,446,368
-2,058,977
| -1% | -$55.2M | 0.46% | 44 |
|
|
2013
Q2 | $3.43B | Buy |
+140,505,345
| New | +$3.33B | 0.45% | 42 |
|
Other funds holding MS
VCM
VPM
State Street's MS Position: Q1 2026 in Review
State Street reduced its Morgan Stanley (MS) stake by 2.4% in Q1 2026, selling an estimated $435M and leaving 101,340,194 shares worth $16.7B. The position accounts for 0.58% of the portfolio, ranked #25.
State Street first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.4B in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- State Street held 101,340,194 shares of Morgan Stanley worth $16.7B as of Q1 2026.
- State Street sold 2,514,557 Morgan Stanley shares in Q1 2026, an estimated $435M.
- Morgan Stanley made up 0.58% of State Street's portfolio in Q1 2026, its #25 holding.
- State Street first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- State Street's Morgan Stanley position peaked at $18.4B in Q4 2025.
- 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.