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Woodline Partners’s Morgan Stanley MS Stock Holding History

Woodline Partners’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 		$22.9M Sell
138,969
-145,040
-51% -$25.1M 0.09% 312
2025
Q4 		$50.4M Buy
284,009
+123,671
+77% +$20.6M 0.2% 126
2025
Q3 		$25.5M Buy
160,338
+26,718
+20% +$3.95M 0.12% 226
2025
Q2 		$18.8M Buy
133,620
+29,079
+28% +$3.57M 0.1% 302
2025
Q1 		$12.2M Buy
104,541
+30,044
+40% +$3.87M 0.08% 327
2024
Q4 		$9.37M Buy
+74,497
New +$9.17M 0.06% 359

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

Woodline Partners's MS Position: Q1 2026 in Review

Woodline Partners reduced its Morgan Stanley (MS) stake by 51% in Q1 2026, selling an estimated $25.1M and leaving 138,969 shares worth $22.9M. The position accounts for 0.09% of the portfolio, ranked #312.

Woodline Partners first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.4M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Woodline Partners held 138,969 shares of Morgan Stanley worth $22.9M as of Q1 2026.
  • Woodline Partners sold 145,040 Morgan Stanley shares in Q1 2026, an estimated $25.1M.
  • Morgan Stanley made up 0.09% of Woodline Partners's portfolio in Q1 2026, its #312 holding.
  • Woodline Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Woodline Partners's Morgan Stanley position peaked at $50.4M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.