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Towarzystwo Funduszy Inwestycyjnych PZU SA’s Morgan Stanley MS Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$680K Buy
3,255
+110
+3% +$21.8K 0.19% 84
2026
Q1 		$518K Buy
3,145
+355
+13% +$61.5K 0.17% 95
2025
Q4 		$495K Buy
2,790
+1,355
+94% +$226K 0.12% 96
2025
Q3 		$228K Hold
1,435
– – 0.05% 164
2025
Q2 		$202K Hold
1,435
– – 0.06% 167
2025
Q1 		$167K Buy
1,435
+350
+32% +$45.1K 0.06% 158
2024
Q4 		$136K Buy
1,085
+145
+15% +$17.9K 0.05% 169
2024
Q3 		$98K Sell
940
-190
-17% -$19.1K 0.04% 205
2024
Q2 		$110K Buy
1,130
+260
+30% +$24.8K 0.04% 171
2024
Q1 		$81.9K Hold
870
– – 0.03% 207
2023
Q4 		$81.1K Buy
+870
New +$69.6K 0.04% 194
2021
Q3 		$66.2K Hold
680
– – 0.08% 104
2021
Q2 		$62.3K Sell
680
-1,908
-74% -$164K 0.07% 114
2021
Q1 		$201K Sell
2,588
-55,142
-96% -$4.23M 0.29% 49
2020
Q4 		$3.96M Buy
+57,730
New +$3.31M 4.09% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's MS Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Morgan Stanley (MS) stake by 3.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 3,255 shares worth $680K. The position accounts for 0.19% of the portfolio, ranked #84.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in MS in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.96M in Q4 2020. 2,102 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 3,255 shares of Morgan Stanley worth $680K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA bought 110 Morgan Stanley shares in Q2 2026, an estimated $21.8K.
  • Morgan Stanley made up 0.19% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #84 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Morgan Stanley in Q4 2020 and has held it in 15 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's Morgan Stanley position peaked at $3.96M in Q4 2020.
  • 2,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.