BMSSC
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B. Metzler seel. Sohn & Co’s Morgan Stanley MS Stock Holding History

B. Metzler seel. Sohn & Co’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 		$17M Sell
103,158
-17,299
-14% -$2.99M 0.16% 79
2025
Q4 		$21.4M Buy
120,457
+12,167
+11% +$2.03M 0.19% 74
2025
Q3 		$17.2M Sell
108,290
-8,454
-7% -$1.25M 0.15% 75
2025
Q2 		$16.4M Sell
116,744
-34,643
-23% -$4.25M 0.16% 75
2025
Q1 		$17.7M Sell
151,387
-40,642
-21% -$5.24M 0.18% 72
2024
Q4 		$24.1M Buy
192,029
+52,951
+38% +$6.52M 0.25% 63
2024
Q3 		$14.5M Buy
139,078
+41,811
+43% +$4.21M 0.14% 88
2024
Q2 		$9.45M Sell
97,267
-4,682
-5% -$446K 0.09% 108
2024
Q1 		$9.6M Buy
101,949
+18,598
+22% +$1.64M 0.11% 109
2023
Q4 		$7.77M Sell
83,351
-8,645
-9% -$692K 0.1% 119
2023
Q3 		$7.51M Sell
91,996
-28,564
-24% -$2.48M 0.11% 108
2023
Q2 		$10.3M Sell
120,560
-6,119
-5% -$523K 0.14% 100
2023
Q1 		$11.1M Buy
126,679
+10,104
+9% +$943K 0.17% 87
2022
Q4 		$9.91M Sell
116,575
-39,851
-25% -$3.4M 0.17% 98
2022
Q3 		$12.4M Sell
156,426
-6,087
-4% -$513K 0.22% 72
2022
Q2 		$12.4M Sell
162,513
-559
-0.3% -$45.8K 0.2% 79
2022
Q1 		$14.3M Buy
163,072
+956
+0.6% +$92.2K 0.19% 88
2021
Q4 		$16M Buy
162,116
+18,994
+13% +$1.89M 0.21% 76
2021
Q3 		$13.9M Buy
143,122
+51,099
+56% +$5.06M 0.2% 78
2021
Q2 		$8.44M Buy
92,023
+18,092
+24% +$1.55M 0.13% 112
2021
Q1 		$5.74M Buy
73,931
+9,637
+15% +$739K 0.09% 136
2020
Q4 		$4.36M Buy
+64,294
New +$3.69M 0.08% 152

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

B. Metzler seel. Sohn & Co's MS Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Morgan Stanley (MS) stake by 14% in Q1 2026, selling an estimated $2.99M and leaving 103,158 shares worth $17M. The position accounts for 0.16% of the portfolio, ranked #79.

B. Metzler seel. Sohn & Co first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.1M in Q4 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 103,158 shares of Morgan Stanley worth $17M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 17,299 Morgan Stanley shares in Q1 2026, an estimated $2.99M.
  • Morgan Stanley made up 0.16% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #79 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Morgan Stanley position peaked at $24.1M in Q4 2024.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.