WRF
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Waddell & Reed Financial’s Morgan Stanley MS Stock Holding History

Waddell & Reed Financial’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
2016
Q4 		– Sell
-150,000
Closed -$123K – 610
2016
Q3 		$123K Buy
+150,000
New +$4.47M ﹤0.01% 584

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Reed Financial's MS Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Morgan Stanley (MS) stake by 23% in Q1 2021, selling an estimated $87.9M and leaving 3,907,137 shares worth $303M. The position accounts for 0.62% of the portfolio, ranked #32.

Waddell & Reed Financial first reported a position in MS in Q3 2015 and has held it in 21 quarters since. The position peaked at $346M in Q4 2020. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Waddell & Reed Financial held 3,907,137 shares of Morgan Stanley worth $303M as of Q1 2021.
  • Waddell & Reed Financial sold 1,147,421 Morgan Stanley shares in Q1 2021, an estimated $87.9M.
  • Morgan Stanley made up 0.62% of Waddell & Reed Financial's portfolio in Q1 2021, its #32 holding.
  • Waddell & Reed Financial first reported a position in Morgan Stanley in Q3 2015 and has held it in 21 quarters since.
  • Waddell & Reed Financial's Morgan Stanley position peaked at $346M in Q4 2020.
  • 1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.