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USS Investment Management’s Morgan Stanley MS Stock Holding History

USS Investment 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
Q1 		$34M Buy
206,769
+3,300
+2% +$571K 0.13% 84
2025
Q4 		$36.1M Hold
203,469
– – 0.17% 73
2025
Q3 		$32.3M Hold
203,469
– – 0.15% 72
2025
Q2 		$28.6M Buy
203,469
+1,389
+0.7% +$171K 0.17% 80
2025
Q1 		$23.6M Sell
202,080
-46
-0% -$5.93K 0.17% 89
2024
Q4 		$25.4M Sell
202,126
-7,931
-4% -$977K 0.18% 95
2024
Q3 		$21.9M Sell
210,057
-5,437
-3% -$548K 0.16% 109
2024
Q2 		$20.9M Buy
215,494
+3,299
+2% +$314K 0.17% 101
2024
Q1 		$20M Buy
212,195
+6,015
+3% +$530K 0.16% 109
2023
Q4 		$19.2M Sell
206,180
-16,631
-7% -$1.33M 0.17% 103
2023
Q3 		$18.2M Buy
222,811
+4,270
+2% +$371K 0.2% 103
2023
Q2 		$18.7M Hold
218,541
– – 0.22% 98
2023
Q1 		$19.2M Hold
218,541
– – 0.26% 82
2022
Q4 		$18.6M Sell
218,541
-8,200
-4% -$699K 0.26% 84
2022
Q3 		$17.9M Sell
226,741
-99,562
-31% -$8.39M 0.26% 76
2022
Q2 		$24.8M Sell
326,303
-26,441
-7% -$2.17M 0.25% 84
2022
Q1 		$30.8M Buy
352,744
+10,502
+3% +$1.01M 0.25% 82
2021
Q4 		$33.6M Hold
342,242
– – 0.25% 83
2021
Q3 		$33.3M Buy
342,242
+311,742
+1,022% +$30.9M 0.28% 80
2021
Q2 		$2.8M Hold
30,500
– – 0.02% 372
2021
Q1 		$2.37M Hold
30,500
– – 0.02% 371
2020
Q4 		$2.09M Hold
30,500
– – 0.02% 375
2020
Q3 		$1.47M Buy
30,500
+2,999
+11% +$151K 0.01% 419
2020
Q2 		$1.33M Buy
+27,501
New +$1.15M 0.01% 432

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

USS Investment Management's MS Position: Q1 2026 in Review

USS Investment Management increased its Morgan Stanley (MS) stake by 1.6% in Q1 2026, buying an estimated $571K and bringing the position to 206,769 shares worth $34M. The position accounts for 0.13% of the portfolio, ranked #84.

USS Investment Management first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $36.1M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • USS Investment Management held 206,769 shares of Morgan Stanley worth $34M as of Q1 2026.
  • USS Investment Management bought 3,300 Morgan Stanley shares in Q1 2026, an estimated $571K.
  • Morgan Stanley made up 0.13% of USS Investment Management's portfolio in Q1 2026, its #84 holding.
  • USS Investment Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • USS Investment Management's Morgan Stanley position peaked at $36.1M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.