Wellington Management · MS Holdings Trend
Morgan Stanley · SEC 13F
Wellington Management Holdings of MS by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 42.9M | $4.0B | — |
| 2024Q2 | 38.5M | $3.7B | -7.3% |
| 2024Q3 | 31.2M | $3.2B | -13.2% |
| 2024Q4 | 20.9M | $2.6B | -19.2% |
| 2025Q1 | 19.3M | $2.3B | -14.3% |
| 2025Q2 | 19.1M | $2.7B | +19.6% |
| 2025Q3 | 18.7M | $3.0B | +10.5% |
| 2025Q4 | 15.9M | $2.8B | -5.5% |
| 2026Q1 | 4.7M | $767M | -72.8% |
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Data source: SEC EDGAR Form 13F