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
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 $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo's MS Position: Q1 2026 in Review

Wells Fargo increased its Morgan Stanley (MS) stake by 2.5% in Q1 2026, buying an estimated $18.3M and bringing the position to 4,331,016 shares worth $713M. The position accounts for 0.13% of the portfolio, ranked #151.

Wells Fargo first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $750M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wells Fargo held 4,331,016 shares of Morgan Stanley worth $713M as of Q1 2026.
Wells Fargo bought 105,647 Morgan Stanley shares in Q1 2026, an estimated $18.3M.
Morgan Stanley made up 0.13% of Wells Fargo's portfolio in Q1 2026, its #151 holding.
Wells Fargo first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Morgan Stanley position peaked at $750M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.