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Storebrand Asset Management’s Morgan Stanley MS Stock Holding History

Storebrand Asset 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
Q2 		$174M Sell
833,778
-2,127
-0.3% -$421K 0.43% 42
2026
Q1 		$138M Buy
835,905
+17,233
+2% +$2.98M 0.4% 48
2025
Q4 		$145M Sell
818,672
-12,725
-2% -$2.12M 0.39% 44
2025
Q3 		$132M Buy
831,397
+19,270
+2% +$2.85M 0.35% 53
2025
Q2 		$114M Buy
812,127
+10,291
+1% +$1.26M 0.33% 61
2025
Q1 		$93.6M Buy
801,836
+11,713
+1% +$1.51M 0.3% 73
2024
Q4 		$99.3M Buy
790,123
+5,918
+0.8% +$729K 0.3% 65
2024
Q3 		$81.7M Buy
784,205
+20,465
+3% +$2.06M 0.26% 85
2024
Q2 		$74.2M Sell
763,740
-3,411
-0.4% -$325K 0.25% 92
2024
Q1 		$72.2M Buy
767,151
+1,753
+0.2% +$154K 0.25% 96
2023
Q4 		$71.4M Buy
765,398
+17,423
+2% +$1.39M 0.26% 91
2023
Q3 		$61.1M Sell
747,975
-21,920
-3% -$1.9M 0.29% 81
2023
Q2 		$65.7M Buy
769,895
+8,380
+1% +$717K 0.3% 76
2023
Q1 		$66.9M Sell
761,515
-22,368
-3% -$2.09M 0.34% 65
2022
Q4 		$66.6M Buy
783,883
+11,599
+2% +$989K 0.37% 59
2022
Q3 		$61M Sell
772,284
-865
-0.1% -$72.9K 0.37% 63
2022
Q2 		$58.8M Buy
773,149
+8,091
+1% +$663K 0.33% 73
2022
Q1 		$66.9M Sell
765,058
-38,522
-5% -$3.72M 0.32% 73
2021
Q4 		$78.9M Buy
803,580
+22,750
+3% +$2.27M 0.35% 61
2021
Q3 		$76M Sell
780,830
-67,380
-8% -$6.68M 0.37% 53
2021
Q2 		$77.8M Buy
848,210
+7,314
+0.9% +$627K 0.38% 57
2021
Q1 		$65.3M Buy
840,896
+210,633
+33% +$16.1M 0.35% 63
2020
Q4 		$43.2M Buy
630,263
+103,033
+20% +$5.91M 0.26% 89
2020
Q3 		$25.5M Buy
527,230
+14,154
+3% +$713K 0.18% 126
2020
Q2 		$24.8M Buy
513,076
+20,765
+4% +$872K 0.2% 115
2020
Q1 		$16.7M Buy
+492,311
New +$23.2M 0.17% 139

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Storebrand Asset Management's MS Position: Q2 2026 in Review

Storebrand Asset Management reduced its Morgan Stanley (MS) stake by 0.25% in Q2 2026, selling an estimated $421K and leaving 833,778 shares worth $174M. The position accounts for 0.43% of the portfolio, ranked #42.

Storebrand Asset Management first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Storebrand Asset Management held 833,778 shares of Morgan Stanley worth $174M as of Q2 2026.
  • Storebrand Asset Management sold 2,127 Morgan Stanley shares in Q2 2026, an estimated $421K.
  • Morgan Stanley made up 0.43% of Storebrand Asset Management's portfolio in Q2 2026, its #42 holding.
  • Storebrand Asset Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.