William Blair & Company’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Sell |
153,663
-3,436
| -2% | -$484K | 0.06% | 217 |
|
|
2025
Q1 | $18.3M | Sell |
157,099
-413
| -0.3% | -$48.2K | 0.06% | 233 |
|
|
2024
Q4 | $19.8M | Sell |
157,512
-1,852
| -1% | -$233K | 0.06% | 224 |
|
|
2024
Q3 | $16.6M | Buy |
159,364
+1,346
| +0.9% | +$140K | 0.05% | 265 |
|
|
2024
Q2 | $15.4M | Sell |
158,018
-6,734
| -4% | -$654K | 0.05% | 256 |
|
|
2024
Q1 | $15.5M | Buy |
164,752
+2,748
| +2% | +$259K | 0.05% | 256 |
|
|
2023
Q4 | $15.1M | Sell |
162,004
-12,508
| -7% | -$1.17M | 0.05% | 251 |
|
|
2023
Q3 | $14.3M | Buy |
174,512
+4,555
| +3% | +$372K | 0.05% | 248 |
|
|
2023
Q2 | $14.5M | Sell |
169,957
-6,639
| -4% | -$567K | 0.05% | 255 |
|
|
2023
Q1 | $15.5M | Sell |
176,596
-2,867
| -2% | -$252K | 0.06% | 244 |
|
|
2022
Q4 | $15.3M | Sell |
179,463
-7,609
| -4% | -$647K | 0.07% | 233 |
|
|
2022
Q3 | $14.8M | Buy |
187,072
+12,213
| +7% | +$965K | 0.07% | 218 |
|
|
2022
Q2 | $13.3M | Sell |
174,859
-39,108
| -18% | -$2.97M | 0.06% | 248 |
|
|
2022
Q1 | $18.7M | Buy |
213,967
+26,193
| +14% | +$2.29M | 0.07% | 230 |
|
|
2021
Q4 | $18.4M | Buy |
187,774
+62,866
| +50% | +$6.17M | 0.06% | 240 |
|
|
2021
Q3 | $12.2M | Buy |
124,908
+2,058
| +2% | +$200K | 0.04% | 294 |
|
|
2021
Q2 | $11.3M | Sell |
122,850
-8,323
| -6% | -$763K | 0.04% | 307 |
|
|
2021
Q1 | $10.2M | Buy |
131,173
+24,980
| +24% | +$1.94M | 0.04% | 312 |
|
|
2020
Q4 | $7.28M | Buy |
106,193
+8,908
| +9% | +$610K | 0.03% | 367 |
|
|
2020
Q3 | $4.7M | Buy |
97,285
+8,190
| +9% | +$396K | 0.02% | 412 |
|
|
2020
Q2 | $4.3M | Buy |
89,095
+13,597
| +18% | +$657K | 0.02% | 408 |
|
|
2020
Q1 | $2.57M | Sell |
75,498
-416
| -0.5% | -$14.1K | 0.02% | 464 |
|
|
2019
Q4 | $3.88M | Sell |
75,914
-17,417
| -19% | -$890K | 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% | +$434K | 0.02% | 408 |
|
|
2019
Q1 | $3.72M | Buy |
88,239
+3,904
| +5% | +$165K | 0.02% | 422 |
|
|
2018
Q4 | $3.34M | Sell |
84,335
-15,447
| -15% | -$612K | 0.02% | 412 |
|
|
2018
Q3 | $4.65M | Buy |
99,782
+341
| +0.3% | +$15.9K | 0.03% | 384 |
|
|
2018
Q2 | $4.71M | Buy |
99,441
+3,799
| +4% | +$180K | 0.03% | 367 |
|
|
2018
Q1 | $5.16M | Buy |
95,642
+11,327
| +13% | +$611K | 0.04% | 338 |
|
|
2017
Q4 | $4.42M | Buy |
84,315
+3,127
| +4% | +$164K | 0.03% | 382 |
|
|
2017
Q3 | $3.91M | Buy |
81,188
+449
| +0.6% | +$21.6K | 0.03% | 396 |
|
|
2017
Q2 | $3.6M | Buy |
80,739
+5,007
| +7% | +$223K | 0.03% | 422 |
|
|
2017
Q1 | $3.4M | Buy |
75,732
+11,279
| +17% | +$506K | 0.03% | 408 |
|
|
2016
Q4 | $2.72M | Sell |
64,453
-5,591
| -8% | -$236K | 0.02% | 426 |
|
|
2016
Q3 | $2.25M | Buy |
70,044
+4,976
| +8% | +$160K | 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% | -$25.9K | 0.02% | 487 |
|
|
2015
Q4 | $2.24M | Sell |
70,522
-6,795
| -9% | -$216K | 0.02% | 440 |
|
|
2015
Q3 | $2.44M | Buy |
77,317
+2,802
| +4% | +$88.2K | 0.02% | 485 |
|
|
2015
Q2 | $2.89M | Sell |
74,515
-2,725
| -4% | -$106K | ﹤0.01% | 1222 |
|
|
2015
Q1 | $2.76M | Buy |
77,240
+2,726
| +4% | +$97.3K | ﹤0.01% | 1205 |
|
|
2014
Q4 | $2.89M | Buy |
74,514
+7,220
| +11% | +$280K | ﹤0.01% | 1182 |
|
|
2014
Q3 | $2.33M | Buy |
67,294
+9,439
| +16% | +$326K | ﹤0.01% | 1214 |
|
|
2014
Q2 | $1.87M | Sell |
57,855
-3,413
| -6% | -$110K | ﹤0.01% | 1263 |
|
|
2014
Q1 | $1.91M | Sell |
61,268
-609
| -1% | -$19K | ﹤0.01% | 1218 |
|
|
2013
Q4 | $1.94M | Buy |
61,877
+5,587
| +10% | +$175K | ﹤0.01% | 1187 |
|
|
2013
Q3 | $1.52M | Buy |
56,290
+15,173
| +37% | +$409K | ﹤0.01% | 1218 |
|
|
2013
Q2 | $1M | Buy |
+41,117
| New | +$1M | ﹤0.01% | 1275 |
|