VOYA Investment Management
MS icon

VOYA Investment Management’s Morgan Stanley MS Stock Holding History

VOYA 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 		$239M Sell
1,452,035
-2,105,757
-59% -$365M 0.25% 96
2025
Q4 		$632M Buy
3,557,792
+108,626
+3% +$18.1M 0.62% 22
2025
Q3 		$548M Sell
3,449,166
-20,946
-0.6% -$3.09M 0.55% 30
2025
Q2 		$489M Sell
3,470,112
-322,224
-8% -$39.6M 0.49% 30
2025
Q1 		$442M Sell
3,792,336
-458,056
-11% -$59M 0.49% 32
2024
Q4 		$534M Buy
4,250,392
+195,753
+5% +$24.1M 0.56% 26
2024
Q3 		$423M Buy
4,054,639
+69,590
+2% +$7.01M 0.44% 39
2024
Q2 		$387M Buy
3,985,049
+944,283
+31% +$89.9M 0.38% 45
2024
Q1 		$286M Buy
3,040,766
+2,484,815
+447% +$219M 0.28% 82
2023
Q4 		$51.8M Sell
555,951
-489,290
-47% -$39.1M 0.05% 333
2023
Q3 		$85.2M Buy
1,045,241
+121,017
+13% +$10.5M 0.09% 241
2023
Q2 		$78.9M Sell
924,224
-129,318
-12% -$11.1M 0.08% 259
2023
Q1 		$92.5M Sell
1,053,542
-5,140
-0.5% -$480K 0.1% 250
2022
Q4 		$90M Sell
1,058,682
-88,083
-8% -$7.51M 0.1% 240
2022
Q3 		$90.6M Buy
1,146,765
+389,748
+51% +$32.9M 0.11% 226
2022
Q2 		$57.6M Sell
757,017
-35,804
-5% -$2.93M 0.15% 145
2022
Q1 		$69.3M Sell
792,821
-16,918
-2% -$1.63M 0.14% 139
2021
Q4 		$79.5M Buy
809,739
+203,953
+34% +$20.3M 0.15% 131
2021
Q3 		$58.9M Buy
605,786
+3,018
+0.5% +$299K 0.12% 169
2021
Q2 		$55.3M Sell
602,768
-45,586
-7% -$3.91M 0.11% 192
2021
Q1 		$50.4M Buy
648,354
+8,617
+1% +$660K 0.1% 184
2020
Q4 		$43.8M Buy
639,737
+23,004
+4% +$1.32M 0.09% 201
2020
Q3 		$29.8M Sell
616,733
-7,231
-1% -$364K 0.07% 240
2020
Q2 		$30.1M Sell
623,964
-190,621
-23% -$8.01M 0.07% 233
2020
Q1 		$27.7M Sell
814,585
-590,154
-42% -$27.8M 0.07% 232
2019
Q4 		$71.8M Buy
1,404,739
+160,008
+13% +$7.57M 0.15% 151
2019
Q3 		$53.1M Sell
1,244,731
-38,148
-3% -$1.63M 0.12% 179
2019
Q2 		$56.2M Buy
1,282,879
+532,930
+71% +$23.8M 0.12% 172
2019
Q1 		$31.6M Sell
749,949
-16,766
-2% -$706K 0.07% 258
2018
Q4 		$30.4M Sell
766,715
-5,768
-0.7% -$252K 0.08% 252
2018
Q3 		$36M Sell
772,483
-82,552
-10% -$4.03M 0.07% 272
2018
Q2 		$40.5M Sell
855,035
-1,774,551
-67% -$92.7M 0.09% 249
2018
Q1 		$142M Buy
2,629,586
+240,062
+10% +$13.3M 0.3% 79
2017
Q4 		$125M Buy
2,389,524
+1,668,829
+232% +$84.4M 0.26% 95
2017
Q3 		$34.7M Sell
720,695
-26,851
-4% -$1.25M 0.07% 278
2017
Q2 		$33.3M Sell
747,546
-12,716
-2% -$548K 0.07% 271
2017
Q1 		$32.6M Buy
760,262
+10,083
+1% +$447K 0.07% 264
2016
Q4 		$31.7M Sell
750,179
-64,233
-8% -$2.43M 0.08% 250
2016
Q3 		$26.1K Sell
814,412
-71,513
-8% -$2.13M 0.05% 289
2016
Q2 		$23M Sell
885,925
-30,860
-3% -$807K 0.06% 313
2016
Q1 		$22.9M Buy
916,785
+68,330
+8% +$1.74M 0.06% 302
2015
Q4 		$27M Sell
848,455
-3,995
-0.5% -$133K 0.07% 271
2015
Q3 		$26.9M Buy
852,450
+81,358
+11% +$2.96M 0.07% 271
2015
Q2 		$29.9M Sell
771,092
-13,190
-2% -$502K 0.07% 275
2015
Q1 		$28M Buy
784,282
+53,286
+7% +$1.91M 0.06% 290
2014
Q4 		$28.4M Sell
730,996
-15,685
-2% -$558K 0.06% 290
2014
Q3 		$25.8M Buy
746,681
+1,538
+0.2% +$51.2K 0.06% 302
2014
Q2 		$24.1M Buy
745,143
+35,999
+5% +$1.11M 0.06% 328
2014
Q1 		$22.1M Buy
709,144
+15,797
+2% +$488K 0.05% 327
2013
Q4 		$21.7M Sell
693,347
-4,155
-0.6% -$124K 0.05% 320
2013
Q3 		$18.8M Sell
697,502
-35,172
-5% -$944K 0.05% 352
2013
Q2 		$17.9M Buy
+732,674
New +$17.4M 0.05% 343

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

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

VOYA Investment Management reduced its Morgan Stanley (MS) stake by 59% in Q1 2026, selling an estimated $365M and leaving 1,452,035 shares worth $239M. The position accounts for 0.25% of the portfolio, ranked #96.

VOYA Investment Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $632M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • VOYA Investment Management held 1,452,035 shares of Morgan Stanley worth $239M as of Q1 2026.
  • VOYA Investment Management sold 2,105,757 Morgan Stanley shares in Q1 2026, an estimated $365M.
  • Morgan Stanley made up 0.25% of VOYA Investment Management's portfolio in Q1 2026, its #96 holding.
  • VOYA Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Morgan Stanley position peaked at $632M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.