Swiss Life Asset Management’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
Q2 | $163M | Sell |
781,093
-23,639
| -3% | -$4.68M | 0.68% | 27 |
|
|
2026
Q1 | $132M | Buy |
804,732
+40,149
| +5% | +$6.95M | 0.65% | 28 |
|
|
2025
Q4 | $136M | Buy |
764,583
+20,783
| +3% | +$3.47M | 0.69% | 20 |
|
|
2025
Q3 | $118M | Buy |
743,800
+5,662
| +0.8% | +$836K | 0.62% | 28 |
|
|
2025
Q2 | $104M | Buy |
738,138
+10,359
| +1% | +$1.27M | 0.61% | 30 |
|
|
2025
Q1 | $84.9M | Buy |
727,779
+28,981
| +4% | +$3.73M | 0.62% | 30 |
|
|
2024
Q4 | $87.8M | Buy |
698,798
+344,765
| +97% | +$42.5M | 0.65% | 26 |
|
|
2024
Q3 | $36.9M | Sell |
354,033
-11,385
| -3% | -$1.15M | 0.42% | 52 |
|
|
2024
Q2 | $35.5M | Buy |
365,418
+19,232
| +6% | +$1.83M | 0.42% | 51 |
|
|
2024
Q1 | $32.6M | Buy |
346,186
+116,691
| +51% | +$10.3M | 0.45% | 52 |
|
|
2023
Q4 | $21.4M | Buy |
229,495
+44,877
| +24% | +$3.59M | 0.26% | 81 |
|
|
2023
Q3 | $15.1M | Buy |
184,618
+22,283
| +14% | +$1.93M | 0.23% | 99 |
|
|
2023
Q2 | $13.9M | Sell |
162,335
-90,118
| -36% | -$7.71M | 0.21% | 114 |
|
|
2023
Q1 | $22.2M | Sell |
252,453
-8,714
| -3% | -$813K | 0.33% | 58 |
|
|
2022
Q4 | $22.2M | Sell |
261,167
-38,421
| -13% | -$3.27M | 0.37% | 52 |
|
|
2022
Q3 | $23.7M | Buy |
299,588
+34,485
| +13% | +$2.91M | 0.41% | 45 |
|
|
2022
Q2 | $20.2M | Buy |
265,103
+15,092
| +6% | +$1.24M | 0.33% | 67 |
|
|
2022
Q1 | $21.8M | Sell |
250,011
-36,360
| -13% | -$3.51M | 0.31% | 72 |
|
|
2021
Q4 | $28.1M | Sell |
286,371
-33,179
| -10% | -$3.31M | 0.37% | 58 |
|
|
2021
Q3 | $31.1M | Buy |
319,550
+69,840
| +28% | +$6.92M | 0.43% | 47 |
|
|
2021
Q2 | $22.2M | Sell |
249,710
-5,790
| -2% | -$496K | 0.22% | 77 |
|
|
2021
Q1 | $19.8M | Sell |
255,500
-22,462
| -8% | -$1.72M | 0.28% | 79 |
|
|
2020
Q4 | $19M | Sell |
277,962
-343,362
| -55% | -$19.7M | 0.28% | 72 |
|
|
2020
Q3 | $30M | Buy |
621,324
+6,233
| +1% | +$314K | 0.45% | 47 |
|
|
2020
Q2 | $29.7M | Sell |
615,091
-1,895
| -0.3% | -$79.6K | 0.48% | 45 |
|
|
2020
Q1 | $21M | Buy |
616,986
+96,148
| +18% | +$4.53M | 0.4% | 57 |
|
|
2019
Q4 | $26.6M | Sell |
520,838
-506,983
| -49% | -$24M | 0.5% | 46 |
|
|
2019
Q3 | $43.9M | Sell |
1,027,821
-115,710
| -10% | -$4.95M | 0.57% | 44 |
|
|
2019
Q2 | $50.1M | Sell |
1,143,531
-44,336
| -4% | -$1.98M | 0.61% | 44 |
|
|
2019
Q1 | $50.1M | Buy |
1,187,867
+1,020,907
| +611% | +$43M | 0.63% | 39 |
|
|
2018
Q4 | $6.62M | Sell |
166,960
-265,504
| -61% | -$11.6M | 0.13% | 134 |
|
|
2018
Q3 | $20.1M | Buy |
432,464
+408,384
| +1,696% | +$19.9M | 0.27% | 101 |
|
|
2018
Q2 | $1.14M | Buy |
24,080
+9,087
| +61% | +$475K | 0.02% | 373 |
|
|
2018
Q1 | $809K | Sell |
14,993
-22,828
| -60% | -$1.26M | 0.01% | 391 |
|
|
2017
Q4 | $1.99M | Buy |
37,821
+25,393
| +204% | +$1.28M | 0.04% | 217 |
|
|
2017
Q3 | $598K | Sell |
12,428
-13,761
| -53% | -$638K | 0.02% | 361 |
|
|
2017
Q2 | $1.17M | Buy |
26,189
+4,378
| +20% | +$189K | 0.03% | 286 |
|
|
2017
Q1 | $935K | Buy |
21,811
+3,973
| +22% | +$176K | 0.03% | 296 |
|
|
2016
Q4 | $753K | Sell |
17,838
-3,404
| -16% | -$129K | 0.03% | 288 |
|
|
2016
Q3 | $679K | Buy |
21,242
+6,289
| +42% | +$188K | 0.02% | 293 |
|
|
2016
Q2 | $388K | Buy |
+14,953
| New | +$391K | 0.02% | 279 |
|
|
2015
Q3 | – | Sell |
-6,648
| Closed | -$258K | – | 335 |
|
|
2015
Q2 | $258K | Buy |
+6,648
| New | +$253K | 0.01% | 255 |
|
Other funds holding MS
Swiss Life Asset Management's MS Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Morgan Stanley (MS) stake by 2.9% in Q2 2026, selling an estimated $4.68M and leaving 781,093 shares worth $163M. The position accounts for 0.68% of the portfolio, ranked #27.
Swiss Life Asset Management first reported a position in MS in Q2 2015 and has held it in 42 quarters since. 2,101 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Swiss Life Asset Management held 781,093 shares of Morgan Stanley worth $163M as of Q2 2026.
- Swiss Life Asset Management sold 23,639 Morgan Stanley shares in Q2 2026, an estimated $4.68M.
- Morgan Stanley made up 0.68% of Swiss Life Asset Management's portfolio in Q2 2026, its #27 holding.
- Swiss Life Asset Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 42 quarters since.
- 2,101 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.