Winslow Capital Management
MS icon

Winslow Capital Management’s Morgan Stanley MS Stock Holding History

Winslow Capital Management’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 		$159M Buy
+965,439
New +$167M 0.62% 40
2024
Q1 		– Sell
-110,315
Closed -$10.3M – 61
2023
Q4 		$10.3M Sell
110,315
-30,429
-22% -$2.43M 0.04% 51
2023
Q3 		$11.5M Buy
140,744
+27,716
+25% +$2.41M 0.05% 48
2023
Q2 		$9.65M Sell
113,028
-790
-0.7% -$67.6K 0.04% 49
2023
Q1 		$9.99M Buy
113,818
+1,112
+1% +$104K 0.05% 49
2022
Q4 		$9.58M Sell
112,706
-236
-0.2% -$20.1K 0.05% 50
2022
Q3 		$8.92M Sell
112,942
-1,611
-1% -$136K 0.05% 54
2022
Q2 		$8.71M Buy
114,553
+24,041
+27% +$1.97M 0.05% 54
2022
Q1 		$7.91M Sell
90,512
-21,257
-19% -$2.05M 0.03% 56
2021
Q4 		$11M Buy
111,769
+59,988
+116% +$5.98M 0.04% 63
2021
Q3 		$5.04M Sell
51,781
-40,316
-44% -$3.99M 0.02% 63
2021
Q2 		$8.44M Sell
92,097
-802,024
-90% -$68.8M 0.03% 60
2021
Q1 		$69.4M Buy
+894,121
New +$68.5M 0.29% 53
2015
Q4 		– Sell
-5,526,385
Closed -$174M – 79
2015
Q3 		$174M Sell
5,526,385
-3,692,553
-40% -$134M 0.63% 59
2015
Q2 		$358M Sell
9,218,938
-801,483
-8% -$30.5M 1.19% 36
2015
Q1 		$358M Sell
10,020,421
-527,965
-5% -$18.9M 1.1% 41
2014
Q4 		$409M Sell
10,548,386
-2,852,700
-21% -$101M 1.26% 37
2014
Q3 		$463M Sell
13,401,086
-271,029
-2% -$9.03M 1.42% 29
2014
Q2 		$442M Buy
13,672,115
+882,829
+7% +$27.2M 1.35% 29
2014
Q1 		$399M Sell
12,789,286
-2,887,591
-18% -$89.2M 1.25% 34
2013
Q4 		$492M Sell
15,676,877
-1,566,903
-9% -$46.6M 1.45% 25
2013
Q3 		$465M Sell
17,243,780
-1,243,540
-7% -$33.4M 1.51% 24
2013
Q2 		$452M Buy
+18,487,320
New +$438M 1.47% 25

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

Winslow Capital Management's MS Position: Q1 2026 in Review

Winslow Capital Management opened a new position in Morgan Stanley (MS) in Q1 2026: 965,439 shares worth $159M. The stake represents 0.62% of the portfolio and ranks #40 among its holdings. This is a return to the name: Winslow Capital Management previously reported a position in MS as recently as Q4 2023.

Winslow Capital Management first reported a position in MS in Q2 2013 and has held it in 23 quarters since. The position peaked at $492M in Q4 2013. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Winslow Capital Management held 965,439 shares of Morgan Stanley worth $159M as of Q1 2026.
  • Morgan Stanley was a new Winslow Capital Management position in Q1 2026.
  • Morgan Stanley made up 0.62% of Winslow Capital Management's portfolio in Q1 2026, its #40 holding.
  • Winslow Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 23 quarters since.
  • Winslow Capital Management's Morgan Stanley position peaked at $492M in Q4 2013.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Winslow Capital Management's 13F filing for Q1 2026, filed 14 May 2026.