Bank Julius Baer & Co
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Bank Julius Baer & Co’s Morgan Stanley MS Stock Holding History

Bank Julius Baer & 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
Q2 		$147M Buy
701,784
+14,609
+2% +$2.89M 0.38% 55
2026
Q1 		$112M Buy
687,175
+23,002
+3% +$3.98M 0.34% 69
2025
Q4 		$118M Buy
664,173
+657,704
+10,167% +$110M 0.33% 74
2025
Q3 		$1.03M Buy
6,469
+3,880
+150% +$573K ﹤0.01% 370
2025
Q2 		$365K Sell
2,589
-146
-5% -$17.9K ﹤0.01% 412
2025
Q1 		$319K Buy
2,735
+454
+20% +$58.5K ﹤0.01% 401
2024
Q4 		$316K Sell
2,281
-240
-10% -$29.6K ﹤0.01% 390
2024
Q3 		$312K Buy
2,521
+657
+35% +$66.2K ﹤0.01% 369
2024
Q2 		$202K Buy
1,864
+1,065
+133% +$101K ﹤0.01% 348
2024
Q1 		$75.3K Sell
799
-1,371
-63% -$121K ﹤0.01% 449
2023
Q4 		$202K Buy
2,170
+1,361
+168% +$109K ﹤0.01% 402
2023
Q3 		$66K Sell
809
-7,918
-91% -$687K ﹤0.01% 455
2023
Q2 		$745K Sell
8,727
-272
-3% -$23.3K ﹤0.01% 293
2023
Q1 		$790K Sell
8,999
-173
-2% -$16.1K 0.01% 296
2022
Q4 		$780K Sell
9,172
-2,454
-21% -$209K 0.01% 300
2022
Q3 		$919K Sell
11,626
-1,146
-9% -$96.6K 0.01% 267
2022
Q2 		$971K Sell
12,772
-245
-2% -$20.1K 0.01% 281
2022
Q1 		$1.14M Sell
13,017
-39,598
-75% -$3.82M 0.01% 268
2021
Q4 		$5.17M Sell
52,615
-72,871
-58% -$7.26M 0.03% 200
2021
Q3 		$12.2M Buy
125,486
+39,882
+47% +$3.95M 0.08% 153
2021
Q2 		$7.85M Buy
85,604
+3,609
+4% +$309K 0.05% 186
2021
Q1 		$6.37M Buy
81,995
+56,138
+217% +$4.3M 0.05% 185
2020
Q4 		$1.77M Buy
25,857
+11,772
+84% +$675K 0.01% 267
2020
Q3 		$681K Sell
14,085
-409
-3% -$20.6K 0.01% 343
2020
Q2 		$700K Sell
14,494
-4,784
-25% -$201K 0.01% 314
2020
Q1 		$655K Buy
+19,278
New +$908K 0.02% 280

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank Julius Baer & Co's MS Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Morgan Stanley (MS) stake by 2.1% in Q2 2026, buying an estimated $2.89M and bringing the position to 701,784 shares worth $147M. The position accounts for 0.38% of the portfolio, ranked #55.

Bank Julius Baer & Co first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bank Julius Baer & Co held 701,784 shares of Morgan Stanley worth $147M as of Q2 2026.
  • Bank Julius Baer & Co bought 14,609 Morgan Stanley shares in Q2 2026, an estimated $2.89M.
  • Morgan Stanley made up 0.38% of Bank Julius Baer & Co's portfolio in Q2 2026, its #55 holding.
  • Bank Julius Baer & Co first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.