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Woodley Farra Manion Portfolio Management’s Morgan Stanley MS Stock Holding History

Woodley Farra Manion Portfolio 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
Q2 		$6.28M Sell
30,059
-2,577
-8% -$510K 0.3% 45
2026
Q1 		$5.37M Sell
32,636
-523,992
-94% -$90.7M 0.26% 44
2025
Q4 		$98.8M Sell
556,628
-15,255
-3% -$2.54M 4.71% 4
2025
Q3 		$90.9M Sell
571,883
-44,692
-7% -$6.6M 4.28% 6
2025
Q2 		$86.9M Sell
616,575
-1,634
-0.3% -$201K 4.08% 5
2025
Q1 		$72.1M Sell
618,209
-2,868
-0.5% -$370K 3.59% 9
2024
Q4 		$78.1M Sell
621,077
-162
-0% -$20K 3.89% 8
2024
Q3 		$64.8M Buy
621,239
+410
+0.1% +$41.3K 3.26% 14
2024
Q2 		$60.3M Buy
620,829
+12,318
+2% +$1.17M 3.27% 12
2024
Q1 		$57.3M Buy
608,511
+16,351
+3% +$1.44M 3.15% 17
2023
Q4 		$55.2M Buy
592,160
+5,886
+1% +$471K 3.3% 13
2023
Q3 		$47.9M Buy
586,274
+14,047
+2% +$1.22M 3.19% 15
2023
Q2 		$48.9M Buy
572,227
+10,281
+2% +$879K 3.15% 15
2023
Q1 		$49.3M Buy
561,946
+10,308
+2% +$962K 3.36% 10
2022
Q4 		$46.9M Sell
551,638
-2,239
-0.4% -$191K 3.4% 14
2022
Q3 		$43.8M Buy
553,877
+5,636
+1% +$475K 3.55% 11
2022
Q2 		$41.7M Buy
548,241
+3,064
+0.6% +$251K 3.4% 13
2022
Q1 		$47.6M Sell
545,177
-10,725
-2% -$1.03M 3.55% 12
2021
Q4 		$54.6M Buy
555,902
+25,064
+5% +$2.5M 3.8% 10
2021
Q3 		$51.7M Sell
530,838
-46,706
-8% -$4.63M 4.28% 5
2021
Q2 		$53M Sell
577,544
-6,748
-1% -$579K 4.09% 4
2021
Q1 		$45.4M Buy
+584,292
New +$44.8M 3.79% 8
2020
Q3 		– Sell
-434
Closed -$21K – 282
2020
Q2 		$21K Hold
434
– – ﹤0.01% 226
2020
Q1 		$15K Hold
434
– – ﹤0.01% 250
2019
Q4 		$22K Buy
+434
New +$20.5K ﹤0.01% 235

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 $3.38T AUM 44.17% 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

Woodley Farra Manion Portfolio Management's MS Position: Q2 2026 in Review

Woodley Farra Manion Portfolio Management reduced its Morgan Stanley (MS) stake by 7.9% in Q2 2026, selling an estimated $510K and leaving 30,059 shares worth $6.28M. The position accounts for 0.3% of the portfolio, ranked #45.

Woodley Farra Manion Portfolio Management first reported a position in MS in Q4 2019 and has held it in 25 quarters since. The position peaked at $98.8M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Woodley Farra Manion Portfolio Management held 30,059 shares of Morgan Stanley worth $6.28M as of Q2 2026.
  • Woodley Farra Manion Portfolio Management sold 2,577 Morgan Stanley shares in Q2 2026, an estimated $510K.
  • Morgan Stanley made up 0.3% of Woodley Farra Manion Portfolio Management's portfolio in Q2 2026, its #45 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 25 quarters since.
  • Woodley Farra Manion Portfolio Management's Morgan Stanley position peaked at $98.8M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2026, filed 10 Aug 2026.