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Banque Transatlantique’s Morgan Stanley MS Stock Holding History

Banque Transatlantique’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 		$468K Buy
2,840
+1,442
+103% +$250K 0.01% 199
2025
Q4 		$248K Buy
1,398
+1,168
+508% +$195K 0.01% 113
2025
Q3 		$36.5K Hold
230
– – ﹤0.01% 180
2025
Q2 		$32.6K Hold
230
– – ﹤0.01% 170
2025
Q1 		$26.8K Sell
230
-500
-68% -$64.4K ﹤0.01% 165
2024
Q4 		$91.3K Buy
+730
New +$89.9K ﹤0.01% 137

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 Transatlantique's MS Position: Q1 2026 in Review

Banque Transatlantique increased its Morgan Stanley (MS) stake by 103% in Q1 2026, buying an estimated $250K and bringing the position to 2,840 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #199.

Banque Transatlantique first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Banque Transatlantique held 2,840 shares of Morgan Stanley worth $468K as of Q1 2026.
  • Banque Transatlantique bought 1,442 Morgan Stanley shares in Q1 2026, an estimated $250K.
  • Morgan Stanley made up 0.01% of Banque Transatlantique's portfolio in Q1 2026, its #199 holding.
  • Banque Transatlantique first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Banque Transatlantique's 13F filing for Q1 2026, filed 13 May 2026.