Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Morgan Stanley MS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$232M Sell
1,122,424
-177
-0% -$35K 0.36% 45
2026
Q1 		$183M Sell
1,122,601
-1,071
-0.1% -$185K 0.32% 55
2025
Q4 		$198M Buy
1,123,672
+10,989
+1% +$1.83M 0.32% 55
2025
Q3 		$177M Sell
1,112,683
-74,000
-6% -$10.9M 0.29% 59
2025
Q2 		$167M Sell
1,186,683
-17,262
-1% -$2.12M 0.3% 60
2025
Q1 		$140M Buy
1,203,945
+175,142
+17% +$22.6M 0.28% 72
2024
Q4 		$129M Buy
+1,028,803
New +$127M 0.26% 73

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

Universal-Beteiligungs- und Servicegesellschaft's MS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Morgan Stanley (MS) stake by 0.02% in Q2 2026, selling an estimated $35K and leaving 1,122,424 shares worth $232M. The position accounts for 0.36% of the portfolio, ranked #45.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,122,424 shares of Morgan Stanley worth $232M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 177 Morgan Stanley shares in Q2 2026, an estimated $35K.
  • Morgan Stanley made up 0.36% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #45 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.