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Westpac Banking Corp’s Morgan Stanley MS Stock Holding History

Westpac Banking Corp’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
Q1 		$1.85M Sell
11,263
-1,597
-12% -$276K 0.13% 150
2025
Q4 		$2.28M Sell
12,860
-114
-0.9% -$19K 0.14% 140
2025
Q3 		$2.06M Sell
12,974
-31,551
-71% -$4.66M 0.13% 149
2025
Q2 		$6.27M Sell
44,525
-1,785
-4% -$219K 0.42% 56
2025
Q1 		$5.4M Buy
46,310
+8,601
+23% +$1.11M 0.4% 59
2024
Q4 		$4.74M Buy
37,709
+19,185
+104% +$2.36M 0.31% 74
2024
Q3 		$1.93M Buy
18,524
+6,382
+53% +$643K 0.13% 169
2024
Q2 		$1.18M Buy
12,142
+858
+8% +$81.7K 0.09% 179
2024
Q1 		$1.06M Sell
11,284
-54,902
-83% -$4.83M 0.08% 200
2023
Q4 		$6.17M Sell
66,186
-42,823
-39% -$3.43M 0.51% 50
2023
Q3 		$8.9M Buy
109,009
+5,635
+5% +$489K 0.67% 29
2023
Q2 		$8.83M Sell
103,374
-227,444
-69% -$19.5M 0.62% 31
2023
Q1 		$29M Buy
330,818
+179,743
+119% +$16.8M 0.39% 47
2022
Q4 		$12.8M Buy
151,075
+40,113
+36% +$3.42M 0.19% 143
2022
Q3 		$8.77M Hold
110,962
– – 0.13% 207
2022
Q2 		$8.44M Sell
110,962
-739
-0.7% -$60.5K 0.11% 252
2022
Q1 		$9.76M Sell
111,701
-42,746
-28% -$4.12M 0.11% 247
2021
Q4 		$15.2M Sell
154,447
-68,451
-31% -$6.82M 0.16% 158
2021
Q3 		$21.7M Sell
222,898
-57,816
-21% -$5.73M 0.23% 106
2021
Q2 		$25.7M Sell
280,714
-55,895
-17% -$4.79M 0.26% 87
2021
Q1 		$26.1M Sell
336,609
-283,755
-46% -$21.7M 0.29% 84
2020
Q4 		$42.5M Sell
620,364
-85,648
-12% -$4.91M 0.48% 32
2020
Q3 		$34.1M Sell
706,012
-112,440
-14% -$5.66M 0.46% 39
2020
Q2 		$39.5M Buy
818,452
+680,940
+495% +$28.6M 0.59% 20
2020
Q1 		$4.68M Sell
137,512
-50,000
-27% -$2.35M 0.08% 300
2019
Q4 		$9.59M Hold
187,512
– – 0.12% 232
2019
Q3 		$8M Buy
187,512
+500
+0.3% +$21.4K 0.11% 258
2019
Q2 		$8.19M Buy
187,012
+11,907
+7% +$531K 0.13% 229
2019
Q1 		$7.39M Buy
175,105
+88,639
+103% +$3.73M 0.12% 224
2018
Q4 		$3.43M Hold
86,466
– – 0.06% 377
2018
Q3 		$4.03M Sell
86,466
-2,163
-2% -$106K 0.07% 342
2018
Q2 		$4.2M Buy
88,629
+2,163
+3% +$113K 0.08% 306
2018
Q1 		$4.67M Hold
86,466
– – 0.09% 285
2017
Q4 		$4.54M Sell
86,466
-10,294
-11% -$521K 0.1% 276
2017
Q3 		$4.66M Sell
96,760
-3,190
-3% -$148K 0.1% 295
2017
Q2 		$4.45M Sell
99,950
-157,996
-61% -$6.81M 0.1% 288
2017
Q1 		$11.1M Buy
257,946
+445
+0.2% +$19.7K 0.09% 231
2016
Q4 		$11.7M Sell
257,501
-45,313
-15% -$1.71M 0.11% 196
2016
Q3 		$9.71M Buy
302,814
+24,301
+9% +$725K 0.1% 195
2016
Q2 		$7.21M Sell
278,513
-92,780
-25% -$2.43M 0.08% 281
2016
Q1 		$10.3M Buy
371,293
+236,026
+174% +$6.02M 0.11% 195
2015
Q4 		$4.3M Sell
135,267
-165,498
-55% -$5.5M 0.05% 335
2015
Q3 		$9.47M Buy
300,765
+127,790
+74% +$4.65M 0.1% 185
2015
Q2 		$6.71M Sell
172,975
-253,003
-59% -$9.63M 0.07% 267
2015
Q1 		$16.1M Buy
425,978
+40,362
+10% +$1.45M 0.14% 159
2014
Q4 		$15M Buy
385,616
+251,679
+188% +$8.95M 0.14% 162
2014
Q3 		$4.63M Sell
133,937
-262
-0.2% -$8.73K 0.05% 344
2014
Q2 		$4.34M Buy
134,199
+2,025
+2% +$62.4K 0.04% 374
2014
Q1 		$4.12M Buy
132,174
+9,661
+8% +$298K 0.04% 345
2013
Q4 		$3.84M Sell
122,513
-233,081
-66% -$6.93M 0.04% 344
2013
Q3 		$9.58M Sell
355,594
-134,021
-27% -$3.6M 0.12% 194
2013
Q2 		$11M Buy
+489,615
New +$11.6M 0.17% 158

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Westpac Banking Corp's MS Position: Q1 2026 in Review

Westpac Banking Corp reduced its Morgan Stanley (MS) stake by 12% in Q1 2026, selling an estimated $276K and leaving 11,263 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #150.

Westpac Banking Corp first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.5M in Q4 2020. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Westpac Banking Corp held 11,263 shares of Morgan Stanley worth $1.85M as of Q1 2026.
  • Westpac Banking Corp sold 1,597 Morgan Stanley shares in Q1 2026, an estimated $276K.
  • Morgan Stanley made up 0.13% of Westpac Banking Corp's portfolio in Q1 2026, its #150 holding.
  • Westpac Banking Corp first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Westpac Banking Corp's Morgan Stanley position peaked at $42.5M in Q4 2020.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Westpac Banking Corp's 13F filing for Q1 2026, filed 12 May 2026.