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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
Q2 		$743K Buy
3,797
+957
+34% +$190K 0.02% 190
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Banque Transatlantique's MS Position: Q2 2026 in Review

Banque Transatlantique increased its Morgan Stanley (MS) stake by 34% in Q2 2026, buying an estimated $190K and bringing the position to 3,797 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #190.

Banque Transatlantique first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Banque Transatlantique held 3,797 shares of Morgan Stanley worth $743K as of Q2 2026.
  • Banque Transatlantique bought 957 Morgan Stanley shares in Q2 2026, an estimated $190K.
  • Morgan Stanley made up 0.02% of Banque Transatlantique's portfolio in Q2 2026, its #190 holding.
  • Banque Transatlantique first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.