URS
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Utah Retirement Systems’s Morgan Stanley MS Stock Holding History

Utah Retirement Systems’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 		$30.4M Sell
184,452
-5,833
-3% -$1.01M 0.31% 54
2025
Q4 		$33.8M Buy
190,285
+61
+0% +$10.2K 0.32% 49
2025
Q3 		$30.2M Buy
190,224
+966
+0.5% +$143K 0.29% 54
2025
Q2 		$26.7M Sell
189,258
-614
-0.3% -$75.4K 0.28% 62
2025
Q1 		$22.2M Sell
189,872
-2,696
-1% -$347K 0.26% 77
2024
Q4 		$24.2M Buy
192,568
+600
+0.3% +$73.9K 0.27% 67
2024
Q3 		$20M Buy
191,968
+700
+0.4% +$70.5K 0.23% 79
2024
Q2 		$18.6M Sell
191,268
-11,700
-6% -$1.11M 0.22% 87
2024
Q1 		$19.1M Sell
202,968
-5,700
-3% -$502K 0.22% 88
2023
Q4 		$19.5M Buy
208,668
+1,800
+0.9% +$144K 0.25% 78
2023
Q3 		$16.9M Buy
206,868
+500
+0.2% +$43.4K 0.24% 83
2023
Q2 		$17.6M Sell
206,368
-13,200
-6% -$1.13M 0.24% 83
2023
Q1 		$19.3M Buy
219,568
+600
+0.3% +$56K 0.28% 73
2022
Q4 		$18.6M Sell
218,968
-5,600
-2% -$477K 0.3% 77
2022
Q3 		$17.7M Sell
224,568
-3,100
-1% -$261K 0.3% 72
2022
Q2 		$17.3M Sell
227,668
-8,400
-4% -$688K 0.28% 69
2022
Q1 		$20.6M Sell
236,068
-7,400
-3% -$714K 0.27% 73
2021
Q4 		$23.9M Sell
243,468
-3,000
-1% -$299K 0.3% 63
2021
Q3 		$24M Sell
246,468
-18,200
-7% -$1.8M 0.32% 56
2021
Q2 		$24.3M Sell
264,668
-3,801
-1% -$326K 0.31% 64
2021
Q1 		$20.9M Buy
268,469
+1,072
+0.4% +$82.2K 0.29% 69
2020
Q4 		$18.3M Buy
267,397
+55,834
+26% +$3.2M 0.26% 75
2020
Q3 		$10.2M Buy
211,563
+1,400
+0.7% +$70.5K 0.17% 123
2020
Q2 		$10.2M Sell
210,163
-11,900
-5% -$500K 0.19% 113
2020
Q1 		$7.55M Hold
222,063
– – 0.16% 128
2019
Q4 		$11.4M Sell
222,063
-3,900
-2% -$185K 0.2% 106
2019
Q3 		$9.64M Sell
225,963
-3,100
-1% -$132K 0.18% 113
2019
Q2 		$10M Sell
229,063
-12,633
-5% -$563K 0.19% 108
2019
Q1 		$10.2M Buy
241,696
+13,076
+6% +$550K 0.2% 99
2018
Q4 		$9.06M Sell
228,620
-200
-0.1% -$8.73K 0.21% 101
2018
Q3 		$10.7M Sell
228,820
-2,300
-1% -$112K 0.21% 101
2018
Q2 		$11M Sell
231,120
-6,600
-3% -$345K 0.23% 89
2018
Q1 		$12.8M Sell
237,720
-2,300
-1% -$127K 0.27% 76
2017
Q4 		$12.6M Sell
240,020
-2,300
-0.9% -$116K 0.26% 78
2017
Q3 		$11.7M Buy
242,320
+400
+0.2% +$18.6K 0.26% 82
2017
Q2 		$10.8M Sell
241,920
-19,600
-7% -$845K 0.25% 85
2017
Q1 		$11.2M Buy
261,520
+200
+0.1% +$8.88K 0.27% 78
2016
Q4 		$11M Hold
261,320
– – 0.28% 75
2016
Q3 		$8.38M Hold
261,320
– – 0.22% 93
2016
Q2 		$6.79M Sell
261,320
-14,000
-5% -$366K 0.18% 116
2016
Q1 		$6.89M Buy
275,320
+400
+0.1% +$10.2K 0.19% 113
2015
Q4 		$8.75M Buy
274,920
+500
+0.2% +$16.6K 0.24% 87
2015
Q3 		$8.64M Buy
274,420
+1,500
+0.5% +$54.6K 0.25% 84
2015
Q2 		$10.6M Sell
272,920
-1,200
-0.4% -$45.7K 0.28% 74
2015
Q1 		$9.78M Buy
274,120
+8,700
+3% +$312K 0.26% 83
2014
Q4 		$10.3M Hold
265,420
– – 0.28% 77
2014
Q3 		$9.18M Sell
265,420
-600
-0.2% -$20K 0.26% 83
2014
Q2 		$8.6M Sell
266,020
-7,400
-3% -$228K 0.25% 88
2014
Q1 		$8.52M Buy
273,420
+2,000
+0.7% +$61.8K 0.25% 86
2013
Q4 		$8.51M Hold
271,420
– – 0.25% 85
2013
Q3 		$7.32M Sell
271,420
-2,300
-0.8% -$61.7K 0.24% 89
2013
Q2 		$6.69M Buy
+273,720
New +$6.49M 0.23% 93

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

Utah Retirement Systems's MS Position: Q1 2026 in Review

Utah Retirement Systems reduced its Morgan Stanley (MS) stake by 3.1% in Q1 2026, selling an estimated $1.01M and leaving 184,452 shares worth $30.4M. The position accounts for 0.31% of the portfolio, ranked #54.

Utah Retirement Systems first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.8M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Utah Retirement Systems held 184,452 shares of Morgan Stanley worth $30.4M as of Q1 2026.
  • Utah Retirement Systems sold 5,833 Morgan Stanley shares in Q1 2026, an estimated $1.01M.
  • Morgan Stanley made up 0.31% of Utah Retirement Systems's portfolio in Q1 2026, its #54 holding.
  • Utah Retirement Systems first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Utah Retirement Systems's Morgan Stanley position peaked at $33.8M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.