Wells Fargo’s Morgan Stanley MS Stock Holding History

Wells Fargo’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	$5.23M	Buy	+25,000	New	+$4.95M	﹤0.01%	2799
2025 Q2	–	Sell	-27,500	Closed	-$3.21M	–	7286
2025 Q1	$3.21M	Sell	27,500 -43,400	-61%	-$5.59M	﹤0.01%	2761
2024 Q4	$8.91M	Sell	70,900 -54,100	-43%	-$6.66M	﹤0.01%	1973
2024 Q3	$13M	Buy	+125,000	New	+$12.6M	﹤0.01%	1612
2022 Q3	–	Sell	-80,000	Closed	-$6.08M	–	7105
2022 Q2	$6.08M	Buy	80,000 +70,000	+700%	+$5.73M	﹤0.01%	1937
2022 Q1	$874K	Buy	+10,000	New	+$965K	﹤0.01%	4006
2021 Q2	–	Sell	-9,100	Closed	-$707K	–	7237
2021 Q1	$707K	Buy	+9,100	New	+$697K	﹤0.01%	4481
2018 Q1	–	Sell	-100,000	Closed	-$251K	–	6497
2017 Q4	$251K	Buy	100,000 +50,000	+100%	+$2.53M	﹤0.01%	4839
2017 Q3	$126K	Buy	+50,000	New	+$2.32M	﹤0.01%	5140
2017 Q2	–	Sell	-30,000	Closed	-$13K	–	6374
2017 Q1	$13K	Buy	+30,000	New	+$1.33M	﹤0.01%	5810

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

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. 2,740 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.
2,740 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.