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Altrafin AG’s Morgan Stanley MS Stock Holding History

Altrafin AG’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
2025
Q1 		– Sell
-15,200
Closed -$1.91M – 47
2024
Q4 		$1.91M Sell
15,200
-587
-4% -$72.3K 0.66% 32
2024
Q3 		$1.65M Sell
15,787
-74
-0.5% -$7.45K 0.59% 34
2024
Q2 		$1.54M Sell
15,861
-7,162
-31% -$682K 0.57% 37
2024
Q1 		$2.17M Sell
23,023
-158
-0.7% -$13.9K 0.79% 35
2023
Q4 		$2.16M Sell
23,181
-1,318
-5% -$105K 0.83% 35
2023
Q3 		$2M Sell
24,499
-3,137
-11% -$272K 0.87% 36
2023
Q2 		$2.36M Buy
27,636
+120
+0.4% +$10.3K 1.06% 31
2023
Q1 		$2.42M Buy
27,516
+2,652
+11% +$247K 1.19% 29
2022
Q4 		$2.11M Sell
24,864
-2,589
-9% -$221K 1.24% 28
2022
Q3 		$2.17M Sell
27,453
-1,374
-5% -$116K 1.3% 27
2022
Q2 		$2.19M Buy
28,827
+13,044
+83% +$1.07M 1.18% 29
2022
Q1 		$1.38M Sell
15,783
-8,045
-34% -$776K 0.54% 43
2021
Q4 		$2.34M Buy
+23,828
New +$2.37M 0.85% 38

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altrafin AG's MS Position: Q1 2025 in Review

Altrafin AG sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 15,200 shares — an estimated $1.91M sold.

Altrafin AG first reported a position in MS in Q4 2021 and held it in 13 quarters. The position peaked at $2.42M in Q1 2023. 2,104 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Altrafin AG reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Altrafin AG sold 15,200 Morgan Stanley shares in Q1 2025, an estimated $1.91M.
  • Altrafin AG first reported a position in Morgan Stanley in Q4 2021 and held it in 13 quarters.
  • Altrafin AG's Morgan Stanley position peaked at $2.42M in Q1 2023.
  • 2,104 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Altrafin AG's 13F filing for Q1 2025, filed 17 Feb 2026.