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Westwood Holdings Group’s Morgan Stanley MS Stock Holding History

Westwood Holdings Group’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 		$266K Sell
1,617
-188
-10% -$32.5K ﹤0.01% 435
2025
Q4 		$320K Buy
1,805
+152
+9% +$25.4K ﹤0.01% 448
2025
Q3 		$263K Sell
1,653
-140
-8% -$20.7K ﹤0.01% 466
2025
Q2 		$253K Buy
+1,793
New +$220K ﹤0.01% 458
2025
Q1 		– Sell
-1,621
Closed -$204K – 492
2024
Q4 		$204K Buy
+1,621
New +$200K ﹤0.01% 477
2023
Q4 		– Sell
-20,063
Closed -$1.64M – 469
2023
Q3 		$1.64M Sell
20,063
-1,339
-6% -$116K 0.02% 308
2023
Q2 		$1.83M Hold
21,402
– – 0.02% 307
2023
Q1 		$1.88M Sell
21,402
-49
-0.2% -$4.57K 0.02% 304
2022
Q4 		$1.82M Buy
21,451
+1,637
+8% +$140K 0.02% 308
2022
Q3 		$1.57M Sell
19,814
-997
-5% -$84K 0.02% 288
2022
Q2 		$1.58M Buy
20,811
+193
+0.9% +$15.8K 0.02% 303
2022
Q1 		$1.8M Buy
20,618
+1,295
+7% +$125K 0.02% 314
2021
Q4 		$1.9M Buy
19,323
+597
+3% +$59.5K 0.02% 296
2021
Q3 		$1.82M Sell
18,726
-617
-3% -$61.1K 0.02% 296
2021
Q2 		$1.77M Buy
19,343
+1,342
+7% +$115K 0.02% 298
2021
Q1 		$1.4M Buy
18,001
+240
+1% +$18.4K 0.01% 329
2020
Q4 		$1.22M Buy
+17,761
New +$1.02M 0.01% 325
2019
Q3 		– Sell
-97,726
Closed -$4.28M – 503
2019
Q2 		$4.28M Sell
97,726
-1,182,159
-92% -$52.7M 0.05% 258
2019
Q1 		$54M Buy
1,279,885
+26,229
+2% +$1.1M 0.56% 52
2018
Q4 		$49.7M Sell
1,253,656
-225,473
-15% -$9.84M 0.57% 53
2018
Q3 		$68.9M Buy
1,479,129
+41,842
+3% +$2.04M 0.6% 49
2018
Q2 		$68.1M Sell
1,437,287
-55,117
-4% -$2.88M 0.57% 54
2018
Q1 		$80.5M Buy
+1,492,404
New +$82.6M 0.65% 46
2016
Q1 		– Sell
-248,558
Closed -$7.91M – 416
2015
Q4 		$7.91M Buy
+248,558
New +$8.26M 0.07% 201

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

Westwood Holdings Group's MS Position: Q1 2026 in Review

Westwood Holdings Group reduced its Morgan Stanley (MS) stake by 10% in Q1 2026, selling an estimated $32.5K and leaving 1,617 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Westwood Holdings Group first reported a position in MS in Q4 2015 and has held it in 24 quarters since. The position peaked at $80.5M in Q1 2018. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Westwood Holdings Group held 1,617 shares of Morgan Stanley worth $266K as of Q1 2026.
  • Westwood Holdings Group sold 188 Morgan Stanley shares in Q1 2026, an estimated $32.5K.
  • Morgan Stanley made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #435 holding.
  • Westwood Holdings Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 24 quarters since.
  • Westwood Holdings Group's Morgan Stanley position peaked at $80.5M in Q1 2018.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.