Wellington Group’s Morgan Stanley MS Stock Holding History

Wellington 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 Q2	–	Sell	-430	Closed	-$70.8K	–	289
2026 Q1	$70.8K	Sell	430 -157	-27%	-$27.2K	0.02%	236
2025 Q4	$104K	Buy	+587	New	+$97.9K	0.03%	175

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Group's MS Position: Q2 2026 in Review

Wellington Group sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 430 shares — an estimated $70.8K sold.

Wellington Group first reported a position in MS in Q4 2025 and held it in 2 quarters. The position peaked at $104K in Q4 2025. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Wellington Group reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 430 Morgan Stanley shares in Q2 2026, an estimated $70.8K.
Wellington Group first reported a position in Morgan Stanley in Q4 2025 and held it in 2 quarters.
Wellington Group's Morgan Stanley position peaked at $104K in Q4 2025.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.