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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
Q2 		$109M Buy
521,140
+382,171
+275% +$75.7M 0.34% 61
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 $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

Woodline Partners's MS Position: Q2 2026 in Review

Woodline Partners increased its Morgan Stanley (MS) stake by 275% in Q2 2026, buying an estimated $75.7M and bringing the position to 521,140 shares worth $109M. The position accounts for 0.34% of the portfolio, ranked #61.

Woodline Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Woodline Partners held 521,140 shares of Morgan Stanley worth $109M as of Q2 2026.
  • Woodline Partners bought 382,171 Morgan Stanley shares in Q2 2026, an estimated $75.7M.
  • Morgan Stanley made up 0.34% of Woodline Partners's portfolio in Q2 2026, its #61 holding.
  • Woodline Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.