Bank of Nova Scotia’s Morgan Stanley MS Stock Holding History

Bank of Nova Scotia’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
2022 Q1	–	Sell	-100,000	Closed	-$9.82M	–	1265
2021 Q4	$9.82M	Hold	100,000	–	–	0.01%	528
2021 Q3	$9.73M	Sell	100,000 -10,000	-9%	-$991K	0.02%	486
2021 Q2	$10.1M	Buy	110,000 +10,000	+10%	+$857K	0.02%	437
2021 Q1	$7.77M	Sell	100,000 -399,800	-80%	-$30.6M	0.02%	465
2020 Q4	$34.3M	Buy	499,800 +100,000	+25%	+$5.74M	0.07%	222
2020 Q3	$19.3M	Buy	399,800 +394,800	+7,896%	+$19.9M	0.05%	258
2020 Q2	$242K	Buy	+5,000	New	+$210K	﹤0.01%	854
2020 Q1	–	Sell	-3,998	Closed	-$204K	–	946
2019 Q4	$204K	Buy	+3,998	New	+$189K	﹤0.01%	901

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Nova Scotia's MS Position: Q1 2026 in Review

Bank of Nova Scotia reduced its Morgan Stanley (MS) stake by 6% in Q1 2026, selling an estimated $7.87M and leaving 715,042 shares worth $118M. The position accounts for 0.21% of the portfolio, ranked #92.

Bank of Nova Scotia first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $135M in Q4 2025. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Bank of Nova Scotia held 715,042 shares of Morgan Stanley worth $118M as of Q1 2026.
Bank of Nova Scotia sold 45,436 Morgan Stanley shares in Q1 2026, an estimated $7.87M.
Morgan Stanley made up 0.21% of Bank of Nova Scotia's portfolio in Q1 2026, its #92 holding.
Bank of Nova Scotia first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Bank of Nova Scotia's Morgan Stanley position peaked at $135M in Q4 2025.
2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bank of Nova Scotia's 13F filing for Q1 2026, filed 14 May 2026.