WorldQuant Millennium Advisors’s Morgan Stanley MS Stock Holding History

WorldQuant Millennium Advisors’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	$99M	Sell	473,583 -22,229	-4%	-$4.4M	0.34%	80
2026 Q1	$81.6M	Sell	495,812 -60,966	-11%	-$10.6M	0.31%	90
2025 Q4	$98.8M	Buy	556,778 +112,377	+25%	+$18.7M	0.38%	69
2025 Q3	$70.6M	Buy	444,401 +171,244	+63%	+$25.3M	0.31%	100
2025 Q2	$38.5M	Sell	273,157 -22,299	-8%	-$2.74M	0.19%	139
2025 Q1	$34.5M	Buy	295,456 +238,803	+422%	+$30.8M	0.22%	129
2024 Q4	$7.12M	Sell	56,653 -50,766	-47%	-$6.25M	0.05%	266
2024 Q3	$11.2M	Sell	107,419 -395,480	-79%	-$39.8M	0.08%	221
2024 Q2	$48.9M	Buy	502,899 +306,415	+156%	+$29.2M	0.45%	65
2024 Q1	$18.5M	Buy	196,484 +54,302	+38%	+$4.78M	0.23%	134
2023 Q4	$13.3M	Buy	142,182 +10,158	+8%	+$813K	0.19%	150
2023 Q3	$10.8M	Buy	132,024 +128,460	+3,604%	+$11.2M	0.17%	167
2023 Q2	$304K	Buy	+3,564	New	+$305K	0.01%	349
2022 Q3	–	Sell	-341,843	Closed	-$26M	–	356
2022 Q2	$26M	Hold	341,843	–	–	0.74%	33
2022 Q1	$29.9M	Sell	341,843 -95,267	-22%	-$9.19M	0.73%	28
2021 Q4	$42.9M	Buy	437,110 +97,372	+29%	+$9.7M	0.85%	19
2021 Q3	$33.1M	Buy	339,738 +332,908	+4,874%	+$33M	0.72%	34
2021 Q2	$626K	Sell	6,830 -21,120	-76%	-$1.81M	0.01%	296
2021 Q1	$2.17M	Hold	27,950	–	–	0.05%	291
2020 Q4	$1.92M	Hold	27,950	–	–	0.04%	298
2020 Q3	$1.35M	Hold	27,950	–	–	0.03%	298
2020 Q2	$1.35M	Sell	27,950 -188,338	-87%	-$7.91M	0.03%	308
2020 Q1	$7.35M	Sell	216,288 -143,097	-40%	-$6.74M	0.18%	159
2019 Q4	$18.4M	Buy	359,385 +45,576	+15%	+$2.16M	0.35%	104
2019 Q3	$13.4M	Buy	+313,809	New	+$13.4M	0.26%	140
2019 Q1	–	Sell	-38,194	Closed	-$1.51M	–	324
2018 Q4	$1.51M	Buy	38,194 +7,404	+24%	+$323K	0.04%	237
2018 Q3	$1.43M	Buy	30,790 +1,031	+3%	+$50.3K	0.05%	225
2018 Q2	$1.41M	Buy	+29,759	New	+$1.55M	0.05%	215

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WorldQuant Millennium Advisors's MS Position: Q2 2026 in Review

WorldQuant Millennium Advisors reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $4.4M and leaving 473,583 shares worth $99M. The position accounts for 0.34% of the portfolio, ranked #80.

WorldQuant Millennium Advisors first reported a position in MS in Q2 2018 and has held it in 28 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

WorldQuant Millennium Advisors held 473,583 shares of Morgan Stanley worth $99M as of Q2 2026.
WorldQuant Millennium Advisors sold 22,229 Morgan Stanley shares in Q2 2026, an estimated $4.4M.
Morgan Stanley made up 0.34% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #80 holding.
WorldQuant Millennium Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 28 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.