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AlTi Global’s Morgan Stanley MS Stock Holding History

AlTi Global’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.57M Buy
15,643
+455
+3% +$78.8K 0.06% 139
2025
Q4 		$2.7M Buy
15,188
+1,694
+13% +$283K 0.06% 136
2025
Q3 		$2.14M Buy
13,494
+302
+2% +$44.6K 0.05% 157
2025
Q2 		$1.87M Buy
13,192
+357
+3% +$43.8K 0.05% 165
2025
Q1 		$1.5M Sell
12,835
-904
-7% -$116K 0.04% 171
2024
Q4 		$1.89M Buy
13,739
+1,779
+15% +$219K 0.05% 155
2024
Q3 		$1.25M Sell
11,960
-45,427
-79% -$4.57M 0.03% 198
2024
Q2 		$5.58M Sell
57,387
-24,142
-30% -$2.3M 0.15% 74
2024
Q1 		$7.68M Sell
81,529
-28,735
-26% -$2.53M 0.21% 61
2023
Q4 		$10.3M Buy
+110,264
New +$8.82M 0.31% 44

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AlTi Global's MS Position: Q1 2026 in Review

AlTi Global increased its Morgan Stanley (MS) stake by 3% in Q1 2026, buying an estimated $78.8K and bringing the position to 15,643 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #139.

AlTi Global first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AlTi Global held 15,643 shares of Morgan Stanley worth $2.57M as of Q1 2026.
  • AlTi Global bought 455 Morgan Stanley shares in Q1 2026, an estimated $78.8K.
  • Morgan Stanley made up 0.06% of AlTi Global's portfolio in Q1 2026, its #139 holding.
  • AlTi Global first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's Morgan Stanley position peaked at $10.3M in Q4 2023.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.