UM
MS icon

UniSuper Management’s Morgan Stanley MS Stock Holding History

UniSuper Management’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 		$147M Buy
702,107
+68,890
+11% +$13.6M 0.76% 22
2026
Q1 		$104M Buy
633,217
+10,265
+2% +$1.78M 0.68% 30
2025
Q4 		$111M Sell
622,952
-758
-0.1% -$126K 0.66% 25
2025
Q3 		$99.1M Buy
623,710
+13,080
+2% +$1.93M 0.61% 25
2025
Q2 		$86M Sell
610,630
-216,252
-26% -$26.6M 0.58% 31
2025
Q1 		$96.5M Buy
826,882
+4,657
+0.6% +$600K 0.72% 21
2024
Q4 		$103M Buy
822,225
+13,136
+2% +$1.62M 0.74% 21
2024
Q3 		$84.3M Buy
809,089
+2,586
+0.3% +$260K 0.63% 26
2024
Q2 		$78.4M Buy
806,503
+51,872
+7% +$4.94M 0.65% 29
2024
Q1 		$71.1M Buy
754,631
+17,623
+2% +$1.55M 0.68% 33
2023
Q4 		$68.7M Buy
737,008
+808
+0.1% +$64.6K 0.76% 33
2023
Q3 		$60.1M Sell
736,200
-5,545
-0.7% -$481K 0.74% 33
2023
Q2 		$63.3M Buy
+741,745
New +$63.4M 0.72% 34

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UniSuper Management's MS Position: Q2 2026 in Review

UniSuper Management increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $13.6M and bringing the position to 702,107 shares worth $147M. The position accounts for 0.76% of the portfolio, ranked #22.

UniSuper Management first reported a position in MS in Q2 2023 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • UniSuper Management held 702,107 shares of Morgan Stanley worth $147M as of Q2 2026.
  • UniSuper Management bought 68,890 Morgan Stanley shares in Q2 2026, an estimated $13.6M.
  • Morgan Stanley made up 0.76% of UniSuper Management's portfolio in Q2 2026, its #22 holding.
  • UniSuper Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.