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Banque Cantonale Vaudoise’s Morgan Stanley MS Stock Holding History

Banque Cantonale Vaudoise’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 		$13.1M Buy
79,614
+126
+0.2% +$21.8K 0.49% 32
2025
Q4 		$14.1M Sell
79,488
-2,578
-3% -$430K 0.5% 27
2025
Q3 		$13M Sell
82,066
-10,278
-11% -$1.52M 0.49% 31
2025
Q2 		$13M Buy
92,344
+8,925
+11% +$1.1M 0.53% 28
2025
Q1 		$9.73M Buy
+83,419
New +$10.7M 0.43% 37
2024
Q3 		$7.75M Buy
74,309
+10,403
+16% +$1.05M 0.32% 61
2024
Q2 		$6.21M Sell
63,906
-11,915
-16% -$1.13M 0.25% 68
2024
Q1 		$7.14M Buy
75,821
+18,277
+32% +$1.61M 0.28% 68
2023
Q4 		$5.37M Sell
57,544
-1,880
-3% -$150K 0.23% 80
2023
Q3 		$4.85M Sell
59,424
-1,011
-2% -$87.8K 0.24% 73
2023
Q2 		$5.16M Sell
60,435
-35,600
-37% -$3.04M 0.24% 76
2023
Q1 		$8.43M Buy
96,035
+54,300
+130% +$5.07M 0.41% 44
2022
Q4 		$3.55M Sell
41,735
-10,740
-20% -$915K 0.19% 117
2022
Q3 		$4.15M Hold
52,475
– – 0.24% 81
2022
Q2 		$3.99M Buy
52,475
+3,000
+6% +$246K 0.21% 88
2022
Q1 		$4.32M Hold
49,475
– – 0.19% 104
2021
Q4 		$4.86M Sell
49,475
-13,800
-22% -$1.37M 0.19% 104
2021
Q3 		$6.16M Buy
63,275
+9,324
+17% +$924K 0.26% 67
2021
Q2 		$4.95M Buy
53,951
+26,490
+96% +$2.27M 0.22% 94
2021
Q1 		$2.13M Sell
27,461
-7,213
-21% -$553K 0.11% 190
2020
Q4 		$2.38M Buy
34,674
+6,372
+23% +$366K 0.13% 151
2020
Q3 		$1.37M Sell
28,302
-23,300
-45% -$1.17M 0.09% 200
2020
Q2 		$2.49M Buy
51,602
+5,500
+12% +$231K 0.18% 115
2020
Q1 		$1.57M Sell
46,102
-12,141
-21% -$572K 0.13% 160
2019
Q4 		$2.98M Buy
+58,243
New +$2.76M 0.2% 104

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

Banque Cantonale Vaudoise's MS Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its Morgan Stanley (MS) stake by 0.16% in Q1 2026, buying an estimated $21.8K and bringing the position to 79,614 shares worth $13.1M. The position accounts for 0.49% of the portfolio, ranked #32.

Banque Cantonale Vaudoise first reported a position in MS in Q4 2019 and has held it in 25 quarters since. The position peaked at $14.1M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Banque Cantonale Vaudoise held 79,614 shares of Morgan Stanley worth $13.1M as of Q1 2026.
  • Banque Cantonale Vaudoise bought 126 Morgan Stanley shares in Q1 2026, an estimated $21.8K.
  • Morgan Stanley made up 0.49% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #32 holding.
  • Banque Cantonale Vaudoise first reported a position in Morgan Stanley in Q4 2019 and has held it in 25 quarters since.
  • Banque Cantonale Vaudoise's Morgan Stanley position peaked at $14.1M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.