UBS AM’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 | $2.34B | Buy |
11,206,144
+188,296
| +2% | +$37.3M | 0.43% | 39 |
|
|
2026
Q1 | $1.81B | Buy |
11,017,848
+1,846,193
| +20% | +$320M | 0.38% | 45 |
|
|
2025
Q4 | $1.63B | Buy |
9,171,655
+83,472
| +0.9% | +$13.9M | 0.34% | 51 |
|
|
2025
Q3 | $1.44B | Sell |
9,088,183
-2,102,541
| -19% | -$310M | 0.31% | 56 |
|
|
2025
Q2 | $1.58B | Buy |
11,190,724
+1,537,814
| +16% | +$189M | 0.32% | 57 |
|
|
2025
Q1 | $1.13B | Buy |
9,652,910
+442,617
| +5% | +$57M | 0.29% | 72 |
|
|
2024
Q4 | $1.16B | Buy |
9,210,293
+756,116
| +9% | +$93.1M | 0.27% | 64 |
|
|
2024
Q3 | $881M | Buy |
8,454,177
+385,780
| +5% | +$38.9M | 0.23% | 85 |
|
|
2024
Q2 | $784M | Buy |
8,068,397
+2,115,557
| +36% | +$201M | 0.23% | 78 |
|
|
2024
Q1 | $561M | Sell |
5,952,840
-46,431
| -0.8% | -$4.09M | 0.2% | 92 |
|
|
2023
Q4 | $559M | Buy |
5,999,271
+85,231
| +1% | +$6.82M | 0.22% | 82 |
|
|
2023
Q3 | $483M | Sell |
5,914,040
-16,778
| -0.3% | -$1.46M | 0.22% | 89 |
|
|
2023
Q2 | $521M | Hold |
5,930,818
| – | – | 0.25% | 80 |
|
|
2023
Q1 | $521M | Buy |
5,930,818
+22,195
| +0.4% | +$2.07M | 0.25% | 80 |
|
|
2022
Q4 | $502M | Buy |
5,908,623
+541,762
| +10% | +$46.2M | 0.26% | 83 |
|
|
2022
Q3 | $424M | Sell |
5,366,861
-796,776
| -13% | -$67.2M | 0.24% | 85 |
|
|
2022
Q2 | $469M | Buy |
6,163,637
+539,483
| +10% | +$44.2M | 0.25% | 80 |
|
|
2022
Q1 | $492M | Sell |
5,624,154
-112,989
| -2% | -$10.9M | 0.21% | 95 |
|
|
2021
Q4 | $563M | Sell |
5,737,143
-72,384
| -1% | -$7.21M | 0.22% | 99 |
|
|
2021
Q3 | $565M | Buy |
5,809,527
+166,857
| +3% | +$16.5M | 0.23% | 88 |
|
|
2021
Q2 | $517M | Sell |
5,642,670
-1,034,853
| -15% | -$88.7M | 0.22% | 93 |
|
|
2021
Q1 | $519M | Sell |
6,677,523
-10,496
| -0.2% | -$804K | 0.23% | 87 |
|
|
2020
Q4 | $458M | Buy |
6,688,019
+2,203,174
| +49% | +$126M | 0.21% | 93 |
|
|
2020
Q3 | $217M | Buy |
4,484,845
+23,461
| +0.5% | +$1.18M | 0.12% | 167 |
|
|
2020
Q2 | $215M | Buy |
4,461,384
+222,865
| +5% | +$9.36M | 0.13% | 148 |
|
|
2020
Q1 | $144M | Buy |
4,238,519
+264,804
| +7% | +$12.5M | 0.1% | 205 |
|
|
2019
Q4 | $203M | Buy |
3,973,715
+12,935
| +0.3% | +$612K | 0.12% | 170 |
|
|
2019
Q3 | $169M | Sell |
3,960,780
-481,402
| -11% | -$20.6M | 0.11% | 194 |
|
|
2019
Q2 | $195M | Sell |
4,442,182
-69,283
| -2% | -$3.09M | 0.14% | 152 |
|
|
2019
Q1 | $190M | Buy |
4,511,465
+425,452
| +10% | +$17.9M | 0.14% | 158 |
|
|
2018
Q4 | $162M | Sell |
4,086,013
-26,423
| -0.6% | -$1.15M | 0.14% | 158 |
|
|
2018
Q3 | $192M | Sell |
4,112,436
-910,674
| -18% | -$44.5M | 0.14% | 159 |
|
|
2018
Q2 | $238M | Sell |
5,023,110
-2,139,689
| -30% | -$112M | 0.18% | 116 |
|
|
2018
Q1 | $387M | Buy |
7,162,799
+3,174,397
| +80% | +$176M | 0.3% | 68 |
|
|
2017
Q4 | $209M | Sell |
3,988,402
-32,820
| -0.8% | -$1.66M | 0.18% | 120 |
|
|
2017
Q3 | $194M | Sell |
4,021,222
-39,611
| -1% | -$1.84M | 0.18% | 120 |
|
|
2017
Q2 | $181M | Sell |
4,060,833
-615,677
| -13% | -$26.5M | 0.18% | 129 |
|
|
2017
Q1 | $200M | Sell |
4,676,510
-1,154,878
| -20% | -$51.2M | 0.2% | 110 |
|
|
2016
Q4 | $246M | Sell |
5,831,388
-490,915
| -8% | -$18.6M | 0.28% | 79 |
|
|
2016
Q3 | $203M | Sell |
6,322,303
-1,330,631
| -17% | -$39.7M | 0.22% | 104 |
|
|
2016
Q2 | $199M | Sell |
7,652,934
-206,089
| -3% | -$5.39M | 0.22% | 98 |
|
|
2016
Q1 | $197M | Sell |
7,859,023
-305,904
| -4% | -$7.81M | 0.23% | 98 |
|
|
2015
Q4 | $260M | Sell |
8,164,927
-1,866,538
| -19% | -$62M | 0.3% | 75 |
|
|
2015
Q3 | $316M | Buy |
10,031,465
+58,075
| +0.6% | +$2.11M | 0.35% | 64 |
|
|
2015
Q2 | $387M | Sell |
9,973,390
-276,323
| -3% | -$10.5M | 0.37% | 60 |
|
|
2015
Q1 | $366M | Buy |
10,249,713
+198,461
| +2% | +$7.12M | 0.35% | 61 |
|
|
2014
Q4 | $390M | Sell |
10,051,252
-1,543,227
| -13% | -$54.9M | 0.37% | 56 |
|
|
2014
Q3 | $401M | Sell |
11,594,479
-1,077,045
| -8% | -$35.9M | 0.4% | 53 |
|
|
2014
Q2 | $410M | Sell |
12,671,524
-445,265
| -3% | -$13.7M | 0.41% | 53 |
|
|
2014
Q1 | $409M | Buy |
13,116,789
+424,710
| +3% | +$13.1M | 0.44% | 47 |
|
|
2013
Q4 | $398M | Sell |
12,692,079
-891,094
| -7% | -$26.5M | 0.46% | 46 |
|
|
2013
Q3 | $366M | Buy |
13,583,173
+3,715,631
| +38% | +$99.7M | 0.45% | 46 |
|
|
2013
Q2 | $241M | Buy |
+9,867,542
| New | +$234M | 0.31% | 76 |
|
Other funds holding MS
UBS AM's MS Position: Q2 2026 in Review
UBS AM increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $37.3M and bringing the position to 11,206,144 shares worth $2.34B. The position accounts for 0.43% of the portfolio, ranked #39.
UBS AM first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- UBS AM held 11,206,144 shares of Morgan Stanley worth $2.34B as of Q2 2026.
- UBS AM bought 188,296 Morgan Stanley shares in Q2 2026, an estimated $37.3M.
- Morgan Stanley made up 0.43% of UBS AM's portfolio in Q2 2026, its #39 holding.
- UBS AM first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.