Wellington Management Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69B | Sell |
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|
2025
Q1 | $2.25B | Sell |
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|
2024
Q4 | $2.63B | Sell |
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|
2024
Q3 | $3.25B | Sell |
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|
2024
Q2 | $3.74B | Sell |
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|
2024
Q1 | $4.04B | Buy |
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|
2023
Q4 | $3.59B | Buy |
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|
2023
Q3 | $2.68B | Sell |
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|
2023
Q2 | $3.1B | Sell |
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|
2023
Q1 | $4.12B | Buy |
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|
2022
Q4 | $3.91B | Sell |
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|
2022
Q3 | $3.89B | Buy |
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|
2022
Q2 | $3.37B | Buy |
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|
2022
Q1 | $3.29B | Sell |
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|
2021
Q4 | $4.15B | Sell |
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|
2021
Q3 | $4.15B | Buy |
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|
2021
Q2 | $3.5B | Buy |
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|
2021
Q1 | $2.63B | Buy |
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|
2020
Q4 | $2.05B | Buy |
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|
2020
Q3 | $337M | Buy |
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|
2020
Q2 | $160M | Buy |
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|
2020
Q1 | $41.7M | Sell |
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|
2019
Q4 | $94.6M | Sell |
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|
2019
Q3 | $101M | Sell |
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|
2019
Q2 | $119M | Buy |
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|
2019
Q1 | $113M | Buy |
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|
2018
Q4 | $84.5M | Buy |
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|
2018
Q3 | $84M | Buy |
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|
2018
Q2 | $49.9M | Sell |
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|
2018
Q1 | $166M | Buy |
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|
2017
Q4 | $88.3M | Buy |
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|
2017
Q3 | $18.2M | Sell |
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|
2017
Q2 | $22.8M | Sell |
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|
2017
Q1 | $85.4M | Buy |
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|
2016
Q4 | $78.3M | Buy |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $344K | Buy |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $12.5M | Buy |
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|
2015
Q2 | $2.02M | Buy |
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|
2015
Q1 | $891K | Sell |
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|
2014
Q4 | $2.01M | Buy |
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|
2014
Q3 | $1.48M | Sell |
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|
2014
Q2 | $7.92M | Sell |
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|
2014
Q1 | $125M | Sell |
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|
2013
Q4 | $160M | Sell |
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|
2013
Q3 | $295M | Sell |
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|
2013
Q2 | $437M | Buy |
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