Welch Group
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Welch Group’s Morgan Stanley MS Stock Holding History

Welch Group’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
Q3 		$451K Buy
2,397
+76
+3% +$16.1K 0.02% 207
2026
Q2 		$485K Hold
2,321
– – 0.02% 194
2026
Q1 		$382K Sell
2,321
-50
-2% -$8.66K 0.01% 213
2025
Q4 		$421K Buy
2,371
+91
+4% +$15.2K 0.02% 197
2025
Q3 		$362K Hold
2,280
– – 0.01% 207
2025
Q2 		$321K Buy
2,280
+93
+4% +$11.4K 0.01% 205
2025
Q1 		$252K Sell
2,187
-94
-4% -$12.1K 0.01% 219
2024
Q4 		$287K Buy
2,281
+102
+5% +$12.6K 0.01% 209
2024
Q3 		$227K Hold
2,179
– – 0.01% 239
2024
Q2 		$212K Hold
2,179
– – 0.01% 241
2024
Q1 		$205K Sell
2,179
-340
-13% -$29.9K 0.01% 217
2023
Q4 		$235K Hold
2,519
– – 0.01% 201
2023
Q3 		$206K Sell
2,519
-69
-3% -$5.99K 0.01% 201
2023
Q2 		$221K Hold
2,588
– – 0.01% 191
2023
Q1 		$227K Hold
2,588
– – 0.01% 187
2022
Q4 		$220K Buy
+2,588
New +$221K 0.01% 194
2020
Q1 		– Sell
-2,000
Closed -$102K – 164
2019
Q4 		$102K Buy
+2,000
New +$94.7K 0.01% 154
2016
Q1 		– Sell
-3,600
Closed -$115K – 150
2015
Q4 		$115K Hold
3,600
– – 0.02% 138
2015
Q3 		$113K Buy
3,600
+1,000
+38% +$36.4K 0.02% 140
2015
Q2 		$101K Buy
+2,600
New +$98.9K 0.02% 141
2015
Q1 		– Sell
-2,600
Closed -$101K – 148
2014
Q4 		$101K Buy
+2,600
New +$92.5K 0.02% 142

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Welch Group's MS Position: Q3 2026 in Review

Welch Group increased its Morgan Stanley (MS) stake by 3.3% in Q3 2026, buying an estimated $16.1K and bringing the position to 2,397 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #207.

Welch Group first reported a position in MS in Q4 2014 and has held it in 21 quarters since. The position peaked at $485K in Q2 2026. 1,087 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Welch Group held 2,397 shares of Morgan Stanley worth $451K as of Q3 2026.
  • Welch Group bought 76 Morgan Stanley shares in Q3 2026, an estimated $16.1K.
  • Morgan Stanley made up 0.02% of Welch Group's portfolio in Q3 2026, its #207 holding.
  • Welch Group first reported a position in Morgan Stanley in Q4 2014 and has held it in 21 quarters since.
  • Welch Group's Morgan Stanley position peaked at $485K in Q2 2026.
  • 1,087 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.