University of Texas/Texas AM Investment Management Co (UTIMCO)’s Morgan Stanley MS Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$7.44M	Sell	35,610 -9,821	-22%	-$1.94M	0.86%	21
2026 Q1	$7.48M	Sell	45,431 -1,772	-4%	-$307K	1.09%	11
2025 Q4	$8.38M	Buy	+47,203	New	+$7.87M	1.18%	11
2025 Q1	–	Sell	-80	Closed	-$10.1K	–	196
2024 Q4	$10.1K	Buy	+80	New	+$9.85K	﹤0.01%	169
2024 Q1	–	Sell	-28,732	Closed	-$2.68M	–	192
2023 Q4	$2.68M	Buy	+28,732	New	+$2.3M	0.73%	20

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

University of Texas/Texas AM Investment Management Co (UTIMCO)'s MS Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) reduced its Morgan Stanley (MS) stake by 22% in Q2 2026, selling an estimated $1.94M and leaving 35,610 shares worth $7.44M. The position accounts for 0.86% of the portfolio, ranked #21.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in MS in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.38M in Q4 2025. 2,126 funds tracked by Wall St. Rank hold MS as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 35,610 shares of Morgan Stanley worth $7.44M as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 9,821 Morgan Stanley shares in Q2 2026, an estimated $1.94M.
Morgan Stanley made up 0.86% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #21 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Morgan Stanley in Q4 2023 and has held it in 5 quarters since.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s Morgan Stanley position peaked at $8.38M in Q4 2025.
2,126 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.