Investing

Sale of investments

Morgan Stanley Sale of investments increased by 1437.0% to $5.86B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 241.7%, from $1.71B to $5.86B. Over 3 years (FY 2022 to FY 2025), Sale of investments shows a downward trend with a -38.9% CAGR.

Analysis

StatementCash Flow Statement
SectionInvesting
CategoryCapital Allocation
SignalContext dependent
VolatilityVolatile
First reportedQ1 2020
Last reportedQ1 2026May 5, 2026

How to read this metric

High proceeds indicate active portfolio management or a need for liquidity; low proceeds suggest a buy-and-hold strategy.

Detailed definition

This represents the cash proceeds received from the sale of fixed-maturity and other investment securities classified as...

Peer comparison

Standard for insurance companies with large investment portfolios; highly dependent on market conditions.

Metric ID: investing_proceeds_from_sale_of_available_for_sale_secur_6e0764

Historical Data

19 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$779.00M$2.33B$18.47B$2.90B$554.00M$92.00M$1.47B$3.27B$576.00M$614.00M$4.55B$987.00M$5.00M$188.00M$1.71B$748.00M$2.19B$381.00M$5.86B
QoQ Change+198.7%+693.7%-84.3%-80.9%-83.4%>999%+123.3%-82.4%+6.6%+640.7%-78.3%-99.5%>999%+811.7%-56.4%+192.5%-82.6%>999%
YoY Change-28.9%-96.0%-92.1%+12.9%+4.0%+567.4%+210.2%-69.8%-99.1%-69.4%-62.3%-24.2%>999%+102.7%+241.7%
Range$5.00M$18.47B
CAGR+56.6%
Avg YoY Growth>999%
Median YoY Growth-24.2%

Frequently Asked Questions

What is Morgan Stanley's sale of investments?
Morgan Stanley (MS) reported sale of investments of $5.86B in Q1 2026.
How has Morgan Stanley's sale of investments changed year-over-year?
Morgan Stanley's sale of investments increased by 241.7% year-over-year, from $1.71B to $5.86B.
What is the long-term trend for Morgan Stanley's sale of investments?
Over 3 years (2022 to 2025), Morgan Stanley's sale of investments has grown at a -38.9% compound annual growth rate (CAGR), from $22.01B to $5.03B.
What does sale of investments mean?
Cash received from selling investment securities.