William Blair & Company
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William Blair & Company’s Morgan Stanley MS Stock Holding History

William Blair & Company’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 		$25.7M Sell
156,160
-553
-0.4% -$95.7K 0.07% 217
2025
Q4 		$27.8M Buy
156,713
+4,095
+3% +$683K 0.07% 191
2025
Q3 		$24.3M Sell
152,618
-1,045
-0.7% -$154K 0.06% 212
2025
Q2 		$21.6M Sell
153,663
-3,436
-2% -$422K 0.06% 217
2025
Q1 		$18.3M Sell
157,099
-413
-0.3% -$53.2K 0.06% 233
2024
Q4 		$19.8M Sell
157,512
-1,852
-1% -$228K 0.06% 224
2024
Q3 		$16.6M Buy
159,364
+1,346
+0.9% +$136K 0.05% 265
2024
Q2 		$15.4M Sell
158,018
-6,734
-4% -$641K 0.05% 256
2024
Q1 		$15.5M Buy
164,752
+2,748
+2% +$242K 0.05% 256
2023
Q4 		$15.1M Sell
162,004
-12,508
-7% -$1M 0.05% 251
2023
Q3 		$14.3M Buy
174,512
+4,555
+3% +$395K 0.05% 248
2023
Q2 		$14.5M Sell
169,957
-6,639
-4% -$568K 0.05% 255
2023
Q1 		$15.5M Sell
176,596
-2,867
-2% -$268K 0.06% 244
2022
Q4 		$15.3M Sell
179,463
-7,609
-4% -$648K 0.07% 233
2022
Q3 		$14.8M Buy
187,072
+12,213
+7% +$1.03M 0.07% 218
2022
Q2 		$13.3M Sell
174,859
-39,108
-18% -$3.2M 0.06% 248
2022
Q1 		$18.7M Buy
213,967
+26,193
+14% +$2.53M 0.07% 230
2021
Q4 		$18.4M Buy
187,774
+62,866
+50% +$6.26M 0.06% 240
2021
Q3 		$12.2M Buy
124,908
+2,058
+2% +$204K 0.04% 294
2021
Q2 		$11.3M Sell
122,850
-8,323
-6% -$714K 0.04% 307
2021
Q1 		$10.2M Buy
131,173
+24,980
+24% +$1.91M 0.04% 312
2020
Q4 		$7.28M Buy
106,193
+8,908
+9% +$511K 0.03% 367
2020
Q3 		$4.7M Buy
97,285
+8,190
+9% +$413K 0.02% 412
2020
Q2 		$4.3M Buy
89,095
+13,597
+18% +$571K 0.02% 408
2020
Q1 		$2.57M Sell
75,498
-416
-0.5% -$19.6K 0.02% 464
2019
Q4 		$3.88M Sell
75,914
-17,417
-19% -$824K 0.02% 446
2019
Q3 		$3.98M Sell
93,331
-4,826
-5% -$206K 0.02% 420
2019
Q2 		$4.3M Buy
98,157
+9,918
+11% +$442K 0.02% 408
2019
Q1 		$3.72M Buy
88,239
+3,904
+5% +$164K 0.02% 422
2018
Q4 		$3.34M Sell
84,335
-15,447
-15% -$674K 0.02% 412
2018
Q3 		$4.65M Buy
99,782
+341
+0.3% +$16.7K 0.03% 384
2018
Q2 		$4.71M Buy
99,441
+3,799
+4% +$199K 0.03% 367
2018
Q1 		$5.16M Buy
95,642
+11,327
+13% +$627K 0.04% 338
2017
Q4 		$4.42M Buy
84,315
+3,127
+4% +$158K 0.03% 382
2017
Q3 		$3.91M Buy
81,188
+449
+0.6% +$20.8K 0.03% 396
2017
Q2 		$3.6M Buy
80,739
+5,007
+7% +$216K 0.03% 422
2017
Q1 		$3.4M Buy
75,732
+11,279
+17% +$500K 0.03% 408
2016
Q4 		$2.72M Sell
64,453
-5,591
-8% -$211K 0.02% 426
2016
Q3 		$2.25M Buy
70,044
+4,976
+8% +$148K 0.02% 468
2016
Q2 		$1.69M Sell
65,068
-4,416
-6% -$115K 0.02% 502
2016
Q1 		$1.74M Sell
69,484
-1,038
-1% -$26.5K 0.02% 487
2015
Q4 		$2.24M Sell
70,522
-6,795
-9% -$226K 0.02% 440
2015
Q3 		$2.44M Buy
77,317
+2,802
+4% +$102K 0.02% 485
2015
Q2 		$2.89M Sell
74,515
-2,725
-4% -$104K ﹤0.01% 1223
2015
Q1 		$2.76M Buy
77,240
+2,726
+4% +$97.8K ﹤0.01% 1206
2014
Q4 		$2.89M Buy
74,514
+7,220
+11% +$257K ﹤0.01% 1183
2014
Q3 		$2.33M Buy
67,294
+9,439
+16% +$315K ﹤0.01% 1214
2014
Q2 		$1.87M Sell
57,855
-3,413
-6% -$105K ﹤0.01% 1263
2014
Q1 		$1.91M Sell
61,268
-609
-1% -$18.8K ﹤0.01% 1218
2013
Q4 		$1.94M Buy
61,877
+5,587
+10% +$166K ﹤0.01% 1187
2013
Q3 		$1.52M Buy
56,290
+15,173
+37% +$407K ﹤0.01% 1218
2013
Q2 		$1M Buy
+41,117
New +$975K ﹤0.01% 1275

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

William Blair & Company's MS Position: Q1 2026 in Review

William Blair & Company reduced its Morgan Stanley (MS) stake by 0.35% in Q1 2026, selling an estimated $95.7K and leaving 156,160 shares worth $25.7M. The position accounts for 0.07% of the portfolio, ranked #217.

William Blair & Company first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.8M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • William Blair & Company held 156,160 shares of Morgan Stanley worth $25.7M as of Q1 2026.
  • William Blair & Company sold 553 Morgan Stanley shares in Q1 2026, an estimated $95.7K.
  • Morgan Stanley made up 0.07% of William Blair & Company's portfolio in Q1 2026, its #217 holding.
  • William Blair & Company first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's Morgan Stanley position peaked at $27.8M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.