UBS Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57B | Sell |
11,121,603
-1,005,119
| -8% | -$142M | 0.27% | 43 |
|
|
2025
Q1 | $1.41B | Buy |
12,126,722
+1,159,371
| +11% | +$135M | 0.26% | 47 |
|
|
2024
Q4 | $1.38B | Buy |
10,967,351
+535,973
| +5% | +$67.4M | 0.25% | 48 |
|
|
2024
Q3 | $1.09B | Buy |
10,431,378
+468,128
| +5% | +$48.8M | 0.24% | 59 |
|
|
2024
Q2 | $968M | Buy |
9,963,250
+1,191,232
| +14% | +$116M | 0.24% | 65 |
|
|
2024
Q1 | $826M | Buy |
8,772,018
+1,535,188
| +21% | +$145M | 0.21% | 76 |
|
|
2023
Q4 | $675M | Sell |
7,236,830
-314,900
| -4% | -$29.4M | 0.2% | 78 |
|
|
2023
Q3 | $617M | Buy |
7,551,730
+377,831
| +5% | +$30.9M | 0.21% | 78 |
|
|
2023
Q2 | $613M | Buy |
7,173,899
+829,658
| +13% | +$70.9M | 0.21% | 84 |
|
|
2023
Q1 | $557M | Sell |
6,344,241
-917,822
| -13% | -$80.6M | 0.2% | 89 |
|
|
2022
Q4 | $617M | Buy |
7,262,063
+579,577
| +9% | +$49.3M | 0.23% | 75 |
|
|
2022
Q3 | $528M | Buy |
6,682,486
+514,460
| +8% | +$40.6M | 0.23% | 77 |
|
|
2022
Q2 | $469M | Sell |
6,168,026
-937,686
| -13% | -$71.3M | 0.19% | 94 |
|
|
2022
Q1 | $621M | Buy |
7,105,712
+1,590,808
| +29% | +$139M | 0.21% | 87 |
|
|
2021
Q4 | $541M | Sell |
5,514,904
-35,982
| -0.6% | -$3.53M | 0.16% | 94 |
|
|
2021
Q3 | $540M | Sell |
5,550,886
-15,921
| -0.3% | -$1.55M | 0.17% | 94 |
|
|
2021
Q2 | $510M | Buy |
5,566,807
+581,582
| +12% | +$53.3M | 0.16% | 93 |
|
|
2021
Q1 | $387M | Sell |
4,985,225
-573,370
| -10% | -$44.5M | 0.13% | 123 |
|
|
2020
Q4 | $381M | Buy |
5,558,595
+192,317
| +4% | +$13.2M | 0.13% | 133 |
|
|
2020
Q3 | $259M | Buy |
5,366,278
+1,529,035
| +40% | +$73.9M | 0.1% | 166 |
|
|
2020
Q2 | $185M | Buy |
3,837,243
+1,129,216
| +42% | +$54.5M | 0.08% | 196 |
|
|
2020
Q1 | $92.1M | Sell |
2,708,027
-1,654,377
| -38% | -$56.2M | 0.04% | 286 |
|
|
2019
Q4 | $223M | Sell |
4,362,404
-446,690
| -9% | -$22.8M | 0.08% | 191 |
|
|
2019
Q3 | $205M | Buy |
4,809,094
+359,671
| +8% | +$15.3M | 0.08% | 194 |
|
|
2019
Q2 | $195M | Buy |
4,449,423
+698,527
| +19% | +$30.6M | 0.08% | 208 |
|
|
2019
Q1 | $158M | Buy |
3,750,896
+1,429,411
| +62% | +$60.3M | 0.07% | 225 |
|
|
2018
Q4 | $92M | Sell |
2,321,485
-575,969
| -20% | -$22.8M | 0.04% | 308 |
|
|
2018
Q3 | $135M | Buy |
2,897,454
+537,921
| +23% | +$25.1M | 0.05% | 256 |
|
|
2018
Q2 | $112M | Sell |
2,359,533
-306,803
| -12% | -$14.5M | 0.05% | 294 |
|
|
2018
Q1 | $144M | Sell |
2,666,336
-246,129
| -8% | -$13.3M | 0.06% | 227 |
|
|
2017
Q4 | $153M | Buy |
2,912,465
+159,063
| +6% | +$8.35M | 0.06% | 224 |
|
|
2017
Q3 | $133M | Buy |
2,753,402
+445,116
| +19% | +$21.4M | 0.06% | 227 |
|
|
2017
Q2 | $103M | Sell |
2,308,286
-905,984
| -28% | -$40.4M | 0.05% | 278 |
|
|
2017
Q1 | $138M | Sell |
3,214,270
-1,730,485
| -35% | -$74.1M | 0.08% | 224 |
|
|
2016
Q4 | $209M | Buy |
4,944,755
+862,614
| +21% | +$36.4M | 0.12% | 162 |
|
|
2016
Q3 | $131M | Buy |
4,082,141
+312,924
| +8% | +$10M | 0.08% | 221 |
|
|
2016
Q2 | $97.9M | Sell |
3,769,217
-1,597,647
| -30% | -$41.5M | 0.06% | 256 |
|
|
2016
Q1 | $134M | Buy |
5,366,864
+1,770,850
| +49% | +$44.3M | 0.09% | 204 |
|
|
2015
Q4 | $114M | Sell |
3,596,014
-679,254
| -16% | -$21.6M | 0.07% | 228 |
|
|
2015
Q3 | $135M | Buy |
4,275,268
+831,877
| +24% | +$26.2M | 0.1% | 196 |
|
|
2015
Q2 | $134M | Sell |
3,443,391
-512,387
| -13% | -$19.9M | 0.09% | 211 |
|
|
2015
Q1 | $141M | Buy |
3,955,778
+191,402
| +5% | +$6.83M | 0.1% | 210 |
|
|
2014
Q4 | $146M | Buy |
+3,764,376
| New | +$146M | 0.1% | 183 |
|