Capital Research Global Investors — MS Trade History
Quarter-by-quarter changes in the MORGAN STANLEY position · CUSIP 617446448
Currently held · 5.5 YearsFirst seen: 2021 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Reduce | 18,070,606 | -2,200,114 | -10.9% | $3.78B | 0.53% |
| 2026 Q1 | 2026-05-13 | Add | 20,270,720 | 4,838,407 | +31.4% | $3.34B | 0.52% |
| 2025 Q4 | 2026-02-11 | Reduce | 15,432,313 | -3,816,598 | -19.8% | $2.74B | 0.51% |
| 2025 Q3 | 2025-11-13 | Reduce | 19,248,911 | -135,459 | -0.7% | $3.06B | 0.57% |
| 2025 Q2 | 2025-08-13 | Reduce | 19,384,370 | -578,058 | -2.9% | $2.73B | 0.55% |
| 2025 Q1 | 2025-05-12 | Reduce | 19,962,428 | -1,832,445 | -8.4% | $2.33B | 0.51% |
| 2024 Q4 | 2025-02-13 | Add | 21,794,873 | 6,744,333 | +44.8% | $2.74B | 0.56% |
| 2024 Q3 | 2024-11-13 | Add | 15,050,540 | 6,394,808 | +73.9% | $1.57B | 0.33% |
| 2024 Q2 | 2024-08-13 | Reduce | 8,655,732 | -1,662,265 | -16.1% | $841.3M | 0.18% |
| 2024 Q1 | 2024-05-14 | Reduce | 10,317,997 | -6,821,626 | -39.8% | $971.5M | 0.22% |
| 2023 Q4 | 2024-02-13 | Reduce | 17,139,623 | -6,349,128 | -27.0% | $1.60B | 0.39% |
| 2023 Q3 | 2023-11-13 | Reduce | 23,488,751 | -4,584,264 | -16.3% | $1.92B | 0.53% |
| 2023 Q2 | 2023-08-11 | Add | 28,073,015 | 1,908,648 | +7.3% | $2.40B | 0.64% |
| 2023 Q1 | 2023-05-15 | Add | 26,164,367 | 4,767,216 | +22.3% | $2.30B | 0.66% |
| 2022 Q4 | 2023-02-14 | Reduce | 21,397,151 | -7,059,720 | -24.8% | $1.82B | 0.55% |
| 2022 Q3 | 2022-11-14 | Add | 28,456,871 | 1,220,461 | +4.5% | $2.25B | 0.74% |
| 2022 Q2 | 2022-08-15 | Add | 27,236,410 | 597,886 | +2.2% | $2.07B | 0.65% |
| 2022 Q1 | 2022-05-19 | Add | 26,638,524 | 13,367,310 | +100.7% | $2.33B | 0.57% |
| 2021 Q4 | 2022-02-14 | Add | 13,271,214 | 3,718,415 | +38.9% | $1.30B | 0.29% |
| 2021 Q3 | 2021-11-15 | Add | 9,552,799 | 8,786,406 | +1146.5% | $929.6M | 0.22% |
| 2021 Q2 | 2021-08-16 | Reduce | 766,393 | -346 | -0.0% | $70.3M | 0.02% |
| 2021 Q1 | 2021-05-14 | New | 766,739 | 766,739 | — | $59.5M | 0.01% |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-18 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.