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 | $6.63M | Buy |
31,700
+24,400
| +334% | +$4.83M | ﹤0.01% | 2573 |
|
|
2026
Q1 | $1.2M | Sell |
7,300
-4,100
| -36% | -$710K | ﹤0.01% | 3632 |
|
|
2025
Q4 | $2.02M | Sell |
11,400
-300
| -3% | -$50K | ﹤0.01% | 3420 |
|
|
2025
Q3 | $1.86M | Sell |
11,700
-69,600
| -86% | -$10.3M | ﹤0.01% | 3360 |
|
|
2025
Q2 | $11.5M | Buy |
81,300
+31,400
| +63% | +$3.86M | ﹤0.01% | 1805 |
|
|
2025
Q1 | $5.82M | Buy |
49,900
+9,600
| +24% | +$1.24M | ﹤0.01% | 2281 |
|
|
2024
Q4 | $5.07M | Sell |
40,300
-123,000
| -75% | -$15.1M | ﹤0.01% | 2433 |
|
|
2024
Q3 | $17M | Buy |
163,300
+149,400
| +1,075% | +$15M | ﹤0.01% | 1418 |
|
|
2024
Q2 | $1.35M | Buy |
13,900
+200
| +1% | +$19K | ﹤0.01% | 3281 |
|
|
2024
Q1 | $1.29M | Buy |
+13,700
| New | +$1.21M | ﹤0.01% | 3281 |
|
|
2023
Q4 | – | Sell |
-2,200
| Closed | -$180K | – | 7677 |
|
|
2023
Q3 | $180K | Hold |
2,200
| – | – | ﹤0.01% | 4432 |
|
|
2023
Q2 | $188K | Buy |
2,200
+400
| +22% | +$34.2K | ﹤0.01% | 4623 |
|
|
2023
Q1 | $158K | Hold |
1,800
| – | – | ﹤0.01% | 4565 |
|
|
2022
Q4 | $153K | Buy |
+1,800
| New | +$153K | ﹤0.01% | 4320 |
|
|
2022
Q2 | – | Sell |
-250,000
| Closed | -$21.9M | – | 7237 |
|
|
2022
Q1 | $21.9M | Buy |
250,000
+200,000
| +400% | +$19.3M | 0.01% | 1250 |
|
|
2021
Q4 | $4.91M | Sell |
50,000
-50,081
| -50% | -$4.99M | ﹤0.01% | 2592 |
|
|
2021
Q3 | $9.74M | Buy |
+100,081
| New | +$9.92M | ﹤0.01% | 2236 |
|
|
2021
Q2 | – | Sell |
-9,100
| Closed | -$707K | – | 7238 |
|
|
2021
Q1 | $707K | Buy |
+9,100
| New | +$697K | ﹤0.01% | 4482 |
|
|
2020
Q4 | – | Sell |
-170,000
| Closed | -$731K | – | 6811 |
|
|
2020
Q3 | $731K | Sell |
170,000
-30,500
| -15% | -$1.54M | ﹤0.01% | 4087 |
|
|
2020
Q2 | $1.09M | Buy |
200,500
+199,450
| +18,995% | +$8.38M | ﹤0.01% | 3745 |
|
|
2020
Q1 | $166K | Buy |
+1,050
| New | +$49.5K | ﹤0.01% | 4789 |
|
|
2018
Q3 | – | Sell |
-5,600
| Closed | -$16K | – | 6505 |
|
|
2018
Q2 | $16K | Sell |
5,600
-100,900
| -95% | -$5.27M | ﹤0.01% | 5866 |
|
|
2018
Q1 | $202K | Sell |
106,500
-150,800
| -59% | -$8.35M | ﹤0.01% | 4985 |
|
|
2017
Q4 | $101K | Buy |
257,300
+197,600
| +331% | +$9.99M | ﹤0.01% | 5304 |
|
|
2017
Q3 | $43K | Buy |
+59,700
| New | +$2.77M | ﹤0.01% | 5518 |
|
|
2015
Q2 | – | Sell |
-250,000
| Closed | -$1.77M | – | 6452 |
|
|
2015
Q1 | $1.77M | Buy |
+250,000
| New | +$8.97M | ﹤0.01% | 3119 |
|
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. 2,740 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.