Wolverine Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-22,736
| Closed | -$4.5M | – | 1806 |
|
|
2026
Q1 | $3.74M | Buy |
+22,736
| New | +$3.94M | 0.04% | 391 |
|
|
2025
Q2 | – | Sell |
-99,159
| Closed | -$12.2M | – | 1729 |
|
|
2025
Q1 | $11.6M | Buy |
99,159
+60,138
| +154% | +$7.75M | 0.14% | 175 |
|
|
2024
Q4 | $4.91M | Buy |
+39,021
| New | +$4.81M | 0.05% | 326 |
|
|
2023
Q4 | – | Sell |
-169,540
| Closed | -$13.6M | – | 1922 |
|
|
2023
Q3 | $13.8M | Buy |
169,540
+104,752
| +162% | +$9.09M | 0.16% | 163 |
|
|
2023
Q2 | $5.53M | Buy |
+64,788
| New | +$5.54M | 0.07% | 274 |
|
|
2022
Q4 | – | Sell |
-28,820
| Closed | -$2.46M | – | 2236 |
|
|
2022
Q3 | $2.28M | Sell |
28,820
-25,706
| -47% | -$2.17M | 0.02% | 520 |
|
|
2022
Q2 | $4.15M | Sell |
54,526
-20,676
| -27% | -$1.69M | 0.04% | 363 |
|
|
2022
Q1 | $6.57M | Buy |
75,202
+58,048
| +338% | +$5.6M | 0.06% | 252 |
|
|
2021
Q4 | $1.68M | Buy |
17,154
+16,981
| +9,816% | +$1.69M | 0.02% | 608 |
|
|
2021
Q3 | $16K | Sell |
173
-5,004
| -97% | -$496K | ﹤0.01% | 1685 |
|
|
2021
Q2 | $474K | Sell |
5,177
-1,423
| -22% | -$122K | ﹤0.01% | 922 |
|
|
2021
Q1 | $512K | Sell |
6,600
-257
| -4% | -$19.7K | ﹤0.01% | 897 |
|
|
2020
Q4 | $469K | Sell |
6,857
-5,065
| -42% | -$291K | ﹤0.01% | 862 |
|
|
2020
Q3 | $576K | Buy |
+11,922
| New | +$601K | 0.01% | 703 |
|
|
2019
Q3 | – | Sell |
-3,372
| Closed | -$147K | – | 1547 |
|
|
2019
Q2 | $147K | Buy |
+3,372
| New | +$150K | ﹤0.01% | 1083 |
|
|
2019
Q1 | – | Sell |
-40,285
| Closed | -$1.7M | – | 1599 |
|
|
2018
Q4 | $1.6M | Sell |
40,285
-9,692
| -19% | -$423K | 0.02% | 631 |
|
|
2018
Q3 | $2.33M | Buy |
49,977
+38,275
| +327% | +$1.87M | 0.03% | 535 |
|
|
2018
Q2 | $554K | Buy |
11,702
+9,615
| +461% | +$502K | 0.01% | 923 |
|
|
2018
Q1 | $112K | Sell |
2,087
-867
| -29% | -$48K | ﹤0.01% | 1213 |
|
|
2017
Q4 | $154K | Sell |
2,954
-2,667
| -47% | -$135K | ﹤0.01% | 1108 |
|
|
2017
Q3 | $270K | Buy |
+5,621
| New | +$261K | ﹤0.01% | 943 |
|
|
2017
Q2 | – | Sell |
-6,200
| Closed | -$267K | – | 1390 |
|
|
2017
Q1 | $265K | Buy |
+6,200
| New | +$275K | ﹤0.01% | 823 |
|
|
2016
Q4 | – | Sell |
-14,000
| Closed | -$529K | – | 1259 |
|
|
2016
Q3 | $448K | Sell |
14,000
-7,000
| -33% | -$209K | 0.01% | 716 |
|
|
2016
Q2 | $545K | Buy |
+21,000
| New | +$549K | 0.01% | 688 |
|
|
2016
Q1 | – | Sell |
-6,700
| Closed | -$213K | – | 1489 |
|
|
2015
Q4 | $213K | Sell |
6,700
-9,600
| -59% | -$319K | ﹤0.01% | 846 |
|
|
2015
Q3 | $513K | Sell |
16,300
-22,900
| -58% | -$834K | 0.01% | 663 |
|
|
2015
Q2 | $1.52M | Buy |
39,200
+10,000
| +34% | +$381K | 0.03% | 380 |
|
|
2015
Q1 | $1.04M | Buy |
29,200
+22,484
| +335% | +$807K | 0.02% | 438 |
|
|
2014
Q4 | $260K | Sell |
6,716
-10,933
| -62% | -$389K | 0.01% | 848 |
|
|
2014
Q3 | $610K | Sell |
17,649
-127,013
| -88% | -$4.23M | 0.01% | 630 |
|
|
2014
Q2 | $4.68M | Sell |
144,662
-31,888
| -18% | -$983K | 0.1% | 159 |
|
|
2014
Q1 | $5.5M | Buy |
176,550
+4,850
| +3% | +$150K | 0.12% | 148 |
|
|
2013
Q4 | $5.38M | Buy |
171,700
+56,085
| +49% | +$1.67M | 0.11% | 164 |
|
|
2013
Q3 | $3.12M | Sell |
115,615
-61,400
| -35% | -$1.65M | 0.07% | 230 |
|
|
2013
Q2 | $4.32M | Buy |
+177,015
| New | +$4.2M | 0.11% | 167 |
|
Other funds holding MS
Wolverine Asset Management's MS Position: Q2 2026 in Review
Wolverine Asset Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 22,736 shares — an estimated $4.5M sold.
Wolverine Asset Management first reported a position in MS in Q2 2013 and held it in 35 quarters. The position peaked at $13.8M in Q3 2023. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Wolverine Asset Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
- Wolverine Asset Management sold 22,736 Morgan Stanley shares in Q2 2026, an estimated $4.5M.
- Wolverine Asset Management first reported a position in Morgan Stanley in Q2 2013 and held it in 35 quarters.
- Wolverine Asset Management's Morgan Stanley position peaked at $13.8M in Q3 2023.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.