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
2025 Q4	–	Sell	-17,000	Closed	-$2.7M	–	2133
2025 Q3	$2.7M	Hold	17,000	–	–	﹤0.01%	1151
2025 Q2	$2.39M	Buy	+17,000	New	+$2.09M	﹤0.01%	1143

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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. 2,126 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.
2,126 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.