WSFS
MS icon

Wilmington Savings Fund Society’s Morgan Stanley MS Stock Holding History

Wilmington Savings Fund Society’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 		$1.92M Buy
9,198
+218
+2% +$43.2K 0.04% 239
2026
Q1 		$1.48M Buy
8,980
+166
+2% +$28.7K 0.04% 266
2025
Q4 		$1.56M Sell
8,814
-103
-1% -$17.2K 0.04% 254
2025
Q3 		$1.42M Sell
8,917
-20,452
-70% -$3.02M 0.03% 262
2025
Q2 		$4.14M Buy
29,369
+354
+1% +$43.5K 0.07% 197
2025
Q1 		$3.39M Sell
29,015
-1,496
-5% -$193K 0.06% 216
2024
Q4 		$3.84M Buy
30,511
+9,377
+44% +$1.15M 0.07% 207
2024
Q3 		$2.2M Buy
21,134
+17,454
+474% +$1.76M 0.04% 300
2024
Q2 		$358K Sell
3,680
-29
-0.8% -$2.76K 0.01% 290
2024
Q1 		$349K Buy
+3,709
New +$327K 0.01% 295
2023
Q3 		$1.36M Buy
16,609
+214
+1% +$18.6K 0.06% 182
2023
Q2 		$1.4M Sell
16,395
-105
-0.6% -$8.98K 0.06% 184
2023
Q1 		$1.45M Sell
16,500
-102
-0.6% -$9.52K 0.06% 176
2022
Q4 		$1.41M Sell
16,602
-81
-0.5% -$6.9K 0.06% 181
2022
Q3 		$1.32M Hold
16,683
– – 0.06% 187
2022
Q2 		$1.27M Sell
16,683
-670
-4% -$54.9K 0.06% 189
2022
Q1 		$1.52M Buy
17,353
+41
+0.2% +$3.96K 0.06% 189
2021
Q4 		$1.7M Sell
17,312
-831
-5% -$82.8K 0.06% 188
2021
Q3 		$1.77M Sell
18,143
-3,825
-17% -$379K 0.07% 181
2021
Q2 		$2.01M Buy
21,968
+3,749
+21% +$321K 0.08% 179
2021
Q1 		$1.42M Buy
18,219
+12
+0.1% +$920 0.06% 196
2020
Q4 		$1.25M Buy
18,207
+738
+4% +$42.3K 0.05% 205
2020
Q3 		$845K Buy
17,469
+1,131
+7% +$57K 0.04% 229
2020
Q2 		$789K Hold
16,338
– – 0.04% 232
2020
Q1 		$555K Sell
16,338
-883
-5% -$41.6K 0.03% 236
2019
Q4 		$880K Sell
17,221
-165
-0.9% -$7.81K 0.04% 197
2019
Q3 		$742K Sell
17,386
-76
-0.4% -$3.25K 0.04% 205
2019
Q2 		$765K Sell
17,462
-696
-4% -$31K 0.04% 206
2019
Q1 		$766K Sell
18,158
-907
-5% -$38.2K 0.04% 201
2018
Q4 		$756K Buy
19,065
+133
+0.7% +$5.8K 0.05% 199
2018
Q3 		$882K Buy
18,932
+265
+1% +$12.9K 0.05% 206
2018
Q2 		$884K Buy
18,667
+540
+3% +$28.2K 0.05% 202
2018
Q1 		$978K Buy
18,127
+13,996
+339% +$775K 0.06% 198
2017
Q4 		$217K Buy
+4,131
New +$209K 0.01% 324
2017
Q1 		– Sell
-7,525
Closed -$318K – 345
2016
Q4 		$318K Buy
7,525
+105
+1% +$3.97K 0.02% 265
2016
Q3 		$238K Sell
7,420
-2,000
-21% -$59.7K 0.02% 301
2016
Q2 		$245K Sell
9,420
-2,640
-22% -$69K 0.02% 292
2016
Q1 		$302K Hold
12,060
– – 0.02% 274
2015
Q4 		$384K Buy
12,060
+375
+3% +$12.5K 0.02% 261
2015
Q3 		$368K Hold
11,685
– – 0.02% 260
2015
Q2 		$454K Hold
11,685
– – 0.03% 256
2015
Q1 		$417K Sell
11,685
-200
-2% -$7.18K 0.02% 266
2014
Q4 		$462K Hold
11,885
– – 0.03% 262
2014
Q3 		$410K Hold
11,885
– – 0.02% 274
2014
Q2 		$384K Hold
11,885
– – 0.02% 296
2014
Q1 		$371K Hold
11,885
– – 0.02% 302
2013
Q4 		$373K Buy
11,885
+200
+2% +$5.95K 0.02% 298
2013
Q3 		$315K Hold
11,685
– – 0.02% 311
2013
Q2 		$286K Buy
+11,685
New +$277K 0.02% 324

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

Wilmington Savings Fund Society's MS Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Morgan Stanley (MS) stake by 2.4% in Q2 2026, buying an estimated $43.2K and bringing the position to 9,198 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #239.

Wilmington Savings Fund Society first reported a position in MS in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.14M in Q2 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wilmington Savings Fund Society held 9,198 shares of Morgan Stanley worth $1.92M as of Q2 2026.
  • Wilmington Savings Fund Society bought 218 Morgan Stanley shares in Q2 2026, an estimated $43.2K.
  • Morgan Stanley made up 0.04% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #239 holding.
  • Wilmington Savings Fund Society first reported a position in Morgan Stanley in Q2 2013 and has held it in 49 quarters since.
  • Wilmington Savings Fund Society's Morgan Stanley position peaked at $4.14M in Q2 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.