Westfield Capital Management
MS icon

Westfield Capital Management’s Morgan Stanley MS Stock Holding History

Westfield Capital Management’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 		$197M Buy
940,560
+444,002
+89% +$87.9M 0.64% 39
2026
Q1 		$81.7M Buy
+496,558
New +$86M 0.34% 93
2022
Q4 		– Sell
-783,459
Closed -$61.9M – 246
2022
Q3 		$61.9M Buy
783,459
+10,087
+1% +$850K 0.49% 72
2022
Q2 		$58.8M Buy
773,372
+14,529
+2% +$1.19M 0.46% 78
2022
Q1 		$66.3M Sell
758,843
-621,109
-45% -$59.9M 0.43% 84
2021
Q4 		$135M Sell
1,379,952
-53,494
-4% -$5.33M 0.81% 34
2021
Q3 		$139M Buy
1,433,446
+136,156
+10% +$13.5M 0.84% 26
2021
Q2 		$119M Sell
1,297,290
-369,422
-22% -$31.7M 0.71% 37
2021
Q1 		$129M Buy
1,666,712
+121,207
+8% +$9.29M 0.8% 33
2020
Q4 		$106M Buy
+1,545,505
New +$88.7M 0.63% 52
2015
Q3 		– Sell
-156,237
Closed -$6.06M – 281
2015
Q2 		$6.06M Buy
156,237
+125,237
+404% +$4.77M 0.04% 224
2015
Q1 		$1.11M Hold
31,000
– – 0.01% 274
2014
Q4 		$1.2M Buy
+31,000
New +$1.1M 0.01% 274

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westfield Capital Management's MS Position: Q2 2026 in Review

Westfield Capital Management increased its Morgan Stanley (MS) stake by 89% in Q2 2026, buying an estimated $87.9M and bringing the position to 940,560 shares worth $197M. The position accounts for 0.64% of the portfolio, ranked #39.

Westfield Capital Management first reported a position in MS in Q4 2014 and has held it in 13 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Westfield Capital Management held 940,560 shares of Morgan Stanley worth $197M as of Q2 2026.
  • Westfield Capital Management bought 444,002 Morgan Stanley shares in Q2 2026, an estimated $87.9M.
  • Morgan Stanley made up 0.64% of Westfield Capital Management's portfolio in Q2 2026, its #39 holding.
  • Westfield Capital Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 13 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.