Wells Fargo’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $934M | Buy |
4,469,936
+138,920
| +3% | +$27.5M | 0.15% | 134 |
|
|
2026
Q1 | $713M | Buy |
4,331,016
+105,647
| +3% | +$18.3M | 0.13% | 151 |
|
|
2025
Q4 | $750M | Buy |
4,225,369
+460,688
| +12% | +$76.8M | 0.14% | 143 |
|
|
2025
Q3 | $598M | Sell |
3,764,681
-342,337
| -8% | -$50.5M | 0.11% | 169 |
|
|
2025
Q2 | $579M | Sell |
4,107,018
-23,266
| -0.6% | -$2.86M | 0.12% | 163 |
|
|
2025
Q1 | $482M | Sell |
4,130,284
-250,479
| -6% | -$32.3M | 0.11% | 175 |
|
|
2024
Q4 | $551M | Buy |
4,380,763
+35,231
| +0.8% | +$4.34M | 0.12% | 160 |
|
|
2024
Q3 | $453M | Buy |
4,345,532
+193,513
| +5% | +$19.5M | 0.1% | 182 |
|
|
2024
Q2 | $404M | Buy |
4,152,019
+245,614
| +6% | +$23.4M | 0.1% | 188 |
|
|
2024
Q1 | $368M | Sell |
3,906,405
-946,386
| -20% | -$83.3M | 0.09% | 208 |
|
|
2023
Q4 | $453M | Sell |
4,852,791
-71,788
| -1% | -$5.74M | 0.12% | 172 |
|
|
2023
Q3 | $402M | Buy |
4,924,579
+96,751
| +2% | +$8.4M | 0.12% | 177 |
|
|
2023
Q2 | $412M | Sell |
4,827,828
-137,992
| -3% | -$11.8M | 0.11% | 176 |
|
|
2023
Q1 | $436M | Buy |
4,965,820
+94,613
| +2% | +$8.83M | 0.13% | 163 |
|
|
2022
Q4 | $414M | Sell |
4,871,207
-122,998
| -2% | -$10.5M | 0.12% | 166 |
|
|
2022
Q3 | $395M | Sell |
4,994,205
-134,785
| -3% | -$11.4M | 0.13% | 157 |
|
|
2022
Q2 | $390M | Sell |
5,128,990
-785,771
| -13% | -$64.4M | 0.12% | 168 |
|
|
2022
Q1 | $517M | Buy |
5,914,761
+313,595
| +6% | +$30.3M | 0.13% | 153 |
|
|
2021
Q4 | $550M | Buy |
5,601,166
+211,263
| +4% | +$21M | 0.14% | 155 |
|
|
2021
Q3 | $524M | Sell |
5,389,903
-124,726
| -2% | -$12.4M | 0.12% | 174 |
|
|
2021
Q2 | $506M | Sell |
5,514,629
-359,369
| -6% | -$30.8M | 0.11% | 181 |
|
|
2021
Q1 | $456M | Buy |
5,873,998
+932,395
| +19% | +$71.5M | 0.1% | 188 |
|
|
2020
Q4 | $339M | Buy |
4,941,603
+776,380
| +19% | +$44.5M | 0.08% | 233 |
|
|
2020
Q3 | $201M | Buy |
4,165,223
+261,233
| +7% | +$13.2M | 0.06% | 330 |
|
|
2020
Q2 | $189M | Buy |
3,903,990
+379,312
| +11% | +$15.9M | 0.05% | 325 |
|
|
2020
Q1 | $120M | Buy |
3,524,678
+216,164
| +7% | +$10.2M | 0.04% | 410 |
|
|
2019
Q4 | $169M | Buy |
3,308,514
+219,042
| +7% | +$10.4M | 0.05% | 401 |
|
|
2019
Q3 | $132M | Buy |
3,089,472
+153,408
| +5% | +$6.56M | 0.04% | 464 |
|
|
2019
Q2 | $129M | Buy |
2,936,064
+354,140
| +14% | +$15.8M | 0.04% | 472 |
|
|
2019
Q1 | $109M | Sell |
2,581,924
-399,511
| -13% | -$16.8M | 0.03% | 516 |
|
|
2018
Q4 | $118M | Buy |
2,981,435
+399
| +0% | +$17.4K | 0.04% | 458 |
|
|
2018
Q3 | $139M | Sell |
2,981,036
-317,128
| -10% | -$15.5M | 0.04% | 465 |
|
|
2018
Q2 | $156M | Sell |
3,298,164
-2,467,729
| -43% | -$129M | 0.05% | 409 |
|
|
2018
Q1 | $311M | Sell |
5,765,893
-86,575
| -1% | -$4.79M | 0.09% | 219 |
|
|
2017
Q4 | $307M | Buy |
5,852,468
+576,682
| +11% | +$29.2M | 0.09% | 230 |
|
|
2017
Q3 | $254M | Sell |
5,275,786
-551,124
| -9% | -$25.6M | 0.08% | 263 |
|
|
2017
Q2 | $260M | Buy |
5,826,910
+142,319
| +3% | +$6.14M | 0.08% | 244 |
|
|
2017
Q1 | $244M | Buy |
5,684,591
+1,580,683
| +39% | +$70.1M | 0.08% | 253 |
|
|
2016
Q4 | $173M | Buy |
4,103,908
+1,013,843
| +33% | +$38.3M | 0.06% | 324 |
|
|
2016
Q3 | $99.1M | Sell |
3,090,065
-265,734
| -8% | -$7.93M | 0.04% | 508 |
|
|
2016
Q2 | $87.2M | Sell |
3,355,799
-902,261
| -21% | -$23.6M | 0.03% | 524 |
|
|
2016
Q1 | $106M | Sell |
4,258,060
-265,962
| -6% | -$6.79M | 0.04% | 449 |
|
|
2015
Q4 | $144M | Sell |
4,524,022
-836,623
| -16% | -$27.8M | 0.06% | 361 |
|
|
2015
Q3 | $169M | Sell |
5,360,645
-148,035
| -3% | -$5.39M | 0.07% | 317 |
|
|
2015
Q2 | $214M | Buy |
5,508,680
+335,289
| +6% | +$12.8M | 0.08% | 273 |
|
|
2015
Q1 | $185M | Sell |
5,173,391
-292,831
| -5% | -$10.5M | 0.07% | 308 |
|
|
2014
Q4 | $212M | Buy |
5,466,222
+236,374
| +5% | +$8.41M | 0.08% | 277 |
|
|
2014
Q3 | $181M | Buy |
5,229,848
+14,398
| +0.3% | +$480K | 0.08% | 301 |
|
|
2014
Q2 | $169M | Buy |
5,215,450
+27,737
| +0.5% | +$855K | 0.07% | 330 |
|
|
2014
Q1 | $162M | Buy |
5,187,713
+1,011,344
| +24% | +$31.2M | 0.07% | 328 |
|
|
2013
Q4 | $131M | Buy |
4,176,369
+271,309
| +7% | +$8.07M | 0.06% | 366 |
|
|
2013
Q3 | $105M | Sell |
3,905,060
-244,353
| -6% | -$6.56M | 0.05% | 405 |
|
|
2013
Q2 | $101M | Buy |
+4,149,413
| New | +$98.4M | 0.05% | 392 |
|
Other funds holding MS
Wells Fargo's MS Position: Q2 2026 in Review
Wells Fargo increased its Morgan Stanley (MS) stake by 3.2% in Q2 2026, buying an estimated $27.5M and bringing the position to 4,469,936 shares worth $934M. The position accounts for 0.15% of the portfolio, ranked #134.
Wells Fargo first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Wells Fargo held 4,469,936 shares of Morgan Stanley worth $934M as of Q2 2026.
- Wells Fargo bought 138,920 Morgan Stanley shares in Q2 2026, an estimated $27.5M.
- Morgan Stanley made up 0.15% of Wells Fargo's portfolio in Q2 2026, its #134 holding.
- Wells Fargo first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
- 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.