Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 6.58 $66.85–86.64 · VW $75.30i SEC
2020   Q4 8,283,722 6.58 Reduce 27.97% 2.19 $46.42–68.97 · VW $56.23i $567,683,000 SEC
2020   Q3 11,500,000 7.82 Reduce 19.30% 1.52 $45.86–54.38 · VW $50.12i $556,025,000 SEC
2020   Q2 14,250,000 7.88 $48.30 $688,275,000 SEC
2020   Q1 14,250,000 7.01 Reduce 5.00% 0.39 $27.20–57.57 · VW $43.02i $484,500,000 SEC
2019   Q4 15,000,000 7.77 Reduce 32.58% 3.34 $39.30–51.44 · VW $47.27i $766,800,000 SEC
2019   Q3 22,250,000 10.24 Reduce 15.17% 1.82 $38.76–45.77 · VW $42.84i $949,408,000 SEC
2019   Q2 26,228,561 12.00 $43.81 $1,149,073,000 SEC
2019   Q1 26,228,561 12.17 $42.20 $1,106,845,000 SEC
2018   Q4 26,228,561 12.95 Add 26.04% 2.68 $36.74–47.93 · VW $43.57i $1,039,962,000 SEC
2018   Q3 20,810,470 9.53 Add 11.23% 0.96 $46.28–51.53 · VW $48.78i $969,144,000 SEC
2018   Q2 18,709,620 8.36 Add 4.18% 0.34 $47.11–55.64 · VW $51.26i $886,836,000 SEC
2018   Q1 17,959,620 11.17 $53.96 $969,101,000 SEC
2017   Q4 17,959,620 11.08 Add 0.42% 0.05 $47.42–54.25 · VW $50.87i $942,341,000 SEC
2017   Q3 17,884,620 9.80 $48.17 $861,502,000 SEC
2017   Q2 17,884,620 7.39 $44.56 $796,939,000 SEC
2017   Q1 17,884,620 6.52 Reduce 33.52% 3.18 $40.06–47.33 · VW $43.67i $766,177,000 SEC
2016   Q4 26,901,000 9.50 Reduce 35.80% 4.32 $30.96–44.04 · VW $38.09i $1,136,567,000 SEC
2016   Q3 41,900,000 12.08 Add 10.26% 1.12 $24.57–32.44 · VW $29.84i $1,343,314,000 SEC
2016   Q2 38,000,000 9.21 Buy 9.21 $23.11–28.29 · VW $26.21i $987,240,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47