John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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
2017   Q1 0 0.00 Sell 100.00% 0.06 $40.06–47.33 · VW $43.67i SEC
2016   Q4 116,692 0.06 Reduce 52.53% 0.05 $30.96–44.04 · VW $38.09i $4,930,000 SEC
2016   Q3 245,842 0.10 $32.06 $7,882,000 SEC
2016   Q2 245,842 0.08 Add 22.84% 0.01 $23.11–28.29 · VW $26.21i $6,387,000 SEC
2016   Q1 200,125 0.06 Add 27.06% 0.01 $21.16–31.70 · VW $25.54i $5,005,000 SEC
2015   Q4 157,500 0.06 Add 1.18% <0.01 $30.15–35.74 · VW $33.04i $5,010,000 SEC
2015   Q3 155,665 0.06 Reduce 0.46% <0.01 $30.40–41.04 · VW $35.08i $4,903,000 SEC
2015   Q2 156,380 0.07 Reduce 2.01% <0.01 $35.36–40.26 · VW $37.90i $6,066,000 SEC
2015   Q1 159,580 0.07 Add 0.13% <0.01 $33.72–39.15 · VW $35.68i $5,695,000 SEC
2014   Q4 159,380 0.08 Reduce 0.13% <0.01 $31.35–39.19 · VW $35.40i $6,184,000 SEC
2014   Q3 159,580 0.08 Add 0.57% <0.01 $31.12–36.44 · VW $33.62i $5,517,000 SEC
2014   Q2 158,680 0.07 $32.33 $5,130,000 SEC
2014   Q1 158,680 0.07 Add 3.12% <0.01 $28.78–33.52 · VW $30.80i $4,946,000 SEC
2013   Q4 153,880 0.07 Reduce 18.40% 0.01 $26.41–31.85 · VW $29.82i $4,826,000 SEC
2013   Q3 188,575 0.08 Reduce 12.95% 0.01 $23.83–29.50 · VW $26.71i $5,082,000 SEC
2013   Q2 216,625 0.10 Reduce 6.77% <0.01 $20.16–27.17 · VW $23.71i $5,292,000 SEC
2013   Q1 232,345 0.10 Reduce 29.49% 0.04 $19.32–24.47 · VW $22.29i $5,107,000 SEC
2012   Q4 329,500 0.15 Reduce 21.27% 0.04 $15.95–19.45 · VW $17.60i $6,300,000 SEC
2012   Q3 418,500 0.17 Reduce 12.48% 0.02 $12.29–18.50 · VW $15.03i $7,006,000 SEC
2012   Q2 478,160 0.18 Add 53.14% 0.06 $12.26–20.05 · VW $15.33i $6,976,000 SEC
2012   Q1 312,240 0.15 Reduce 8.86% 0.01 $15.43–21.19 · VW $18.74i $6,132,000 SEC
2011   Q4 342,580 0.14 Add 6.07% <0.01 $11.58–19.67 · VW $15.72i $5,183,000 SEC
2011   Q3 322,980 0.14 Add 114.93% 0.07 $12.49–24.46 · VW $18.04i $4,363,000 SEC
2011   Q2 150,275 0.08 Reduce 12.57% 0.02 $21.76–28.24 · VW $24.47i $3,458,000 SEC
2011   Q1 171,890 0.12 Reduce 1.66% <0.01 $26.70–31.04 · VW $28.89i $4,696,035,000 SEC
2010   Q4 174,790 0.11 Reduce 4.11% <0.01 $23.95–27.77 · VW $25.58i $4,756,036,000 SEC
2010   Q3 182,275 0.11 Add 0.28% <0.01 $22.40–28.05 · VW $25.66i $4,498,547,000 SEC
2010   Q2 181,775 0.11 Add 18.44% 0.02 $23.14–32.29 · VW $27.74i $4,218,998,000 SEC
2010   Q1 153,475 0.10 Reduce 65.90% 0.21 $26.15–33.27 · VW $28.68i $4,495,283,000 SEC
2009   Q4 450,075 0.32 Reduce 1.50% <0.01 $28.75–35.78 · VW $31.61i $13,322,220,000 SEC
2009   Q3 456,950 0.42 Buy 0.42 $24.85–33.33 · VW $29.11i $14,110,656,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.14 $11.70–46.58 · VW $31.14i SEC
2008   Q2 239,035 0.14 Reduce 11.96% 0.02 $35.72–51.55 · VW $43.02i $10,189,955,000 SEC
2008   Q1 271,515 0.17 Add 1.23% <0.01 $33.56–53.40 · VW $45.32i $12,408,300,000 SEC
2007   Q4 268,205 0.16 Buy 0.16 $47.25–69.23 · VW $56.44i $14,244,290,000 SEC
2007   Q3 0 0.00 Sell 100.00% 0.01 $54.90–73.64 · VW $63.68i SEC
2007   Q1 18,500 0.01 Reduce 22.07% <0.01 $70.30–84.66 · VW $78.41i $1,457,000,000 SEC
2006   Q4 23,740 0.02 Add 1.28% <0.01 $72.25–83.40 · VW $77.28i $1,933,000,000 SEC
2006   Q3 23,440 0.02 Reduce 5.94% <0.01 $60.18–73.65 · VW $67.22i $1,709,000,000 SEC
2006   Q2 24,920 0.01 Add 74.02% <0.01 $54.52–66.00 · VW $61.61i $1,575,000,000 SEC
2006   Q1 14,320 <0.01 Add 49.24% <0.01 $56.74–64.23 · VW $60.82i $900,000 SEC
2005   Q4 9,595 <0.01 Add 33.36% <0.01 $50.73–58.67 · VW $55.21i $544,000 SEC
2005   Q3 7,195 <0.01 Buy <0.01 $50.18–54.61 · VW $52.68i $388,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47