Swedbank
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Swedbank’s Morgan Stanley MS Stock Holding History

Swedbank’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 		$178M Sell
853,710
-22,155
-3% -$4.39M 0.15% 113
2026
Q1 		$144M Sell
875,865
-30,276
-3% -$5.24M 0.15% 122
2025
Q4 		$161M Buy
906,141
+16,953
+2% +$2.83M 0.16% 110
2025
Q3 		$141M Sell
889,188
-775
-0.1% -$114K 0.14% 119
2025
Q2 		$125M Buy
889,963
+58,262
+7% +$7.16M 0.14% 123
2025
Q1 		$97M Sell
831,701
-1,278
-0.2% -$165K 0.13% 136
2024
Q4 		$105M Sell
832,979
-5,006
-0.6% -$617K 0.13% 125
2024
Q3 		$87.4M Buy
837,985
+13,231
+2% +$1.33M 0.11% 147
2024
Q2 		$80.2M Sell
824,754
-105,133
-11% -$10M 0.11% 147
2024
Q1 		$87.6M Buy
929,887
+13,025
+1% +$1.15M 0.76% 17
2023
Q4 		$85.5M Sell
916,862
-69,147
-7% -$5.53M 0.14% 133
2023
Q3 		$80.5M Sell
986,009
-5,867
-0.6% -$509K 0.14% 127
2023
Q2 		$84.7M Buy
991,876
+30,464
+3% +$2.61M 0.14% 122
2023
Q1 		$84.4M Sell
961,412
-19,511
-2% -$1.82M 0.17% 116
2022
Q4 		$83.4M Buy
980,923
+125,308
+15% +$10.7M 0.18% 115
2022
Q3 		$67.6M Buy
855,615
+95,500
+13% +$8.05M 0.16% 125
2022
Q2 		$57.8M Buy
760,115
+54,900
+8% +$4.5M 0.13% 151
2022
Q1 		$61.6M Sell
705,215
-167
-0% -$16.1K 0.11% 164
2021
Q4 		$69.7M Sell
705,382
-37,207
-5% -$3.71M 0.12% 153
2021
Q3 		$72.3M Buy
742,589
+19,919
+3% +$1.97M 0.13% 146
2021
Q2 		$66.3M Sell
722,670
-2,446
-0.3% -$210K 0.12% 161
2021
Q1 		$56.3M Buy
+725,116
New +$55.6M 0.12% 171

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank's MS Position: Q2 2026 in Review

Swedbank reduced its Morgan Stanley (MS) stake by 2.5% in Q2 2026, selling an estimated $4.39M and leaving 853,710 shares worth $178M. The position accounts for 0.15% of the portfolio, ranked #113.

Swedbank first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Swedbank held 853,710 shares of Morgan Stanley worth $178M as of Q2 2026.
  • Swedbank sold 22,155 Morgan Stanley shares in Q2 2026, an estimated $4.39M.
  • Morgan Stanley made up 0.15% of Swedbank's portfolio in Q2 2026, its #113 holding.
  • Swedbank first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.