BDF Gestion
MS icon

BDF Gestion’s Morgan Stanley MS Stock Holding History

BDF Gestion’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
Q3 		$2.39M Sell
12,714
-1,613
-11% -$343K 0.32% 71
2026
Q2 		$76.2M Sell
14,327
-1,611
-10% -$319K 10.21% 1
2026
Q1 		$2.62M Hold
15,938
– – 0.35% 73
2025
Q4 		$2.83M Buy
+15,938
New +$2.66M 0.35% 76

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BDF Gestion's MS Position: Q3 2026 in Review

BDF Gestion reduced its Morgan Stanley (MS) stake by 11% in Q3 2026, selling an estimated $343K and leaving 12,714 shares worth $2.39M. The position accounts for 0.32% of the portfolio, ranked #71.

BDF Gestion first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $76.2M in Q2 2026. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • BDF Gestion held 12,714 shares of Morgan Stanley worth $2.39M as of Q3 2026.
  • BDF Gestion sold 1,613 Morgan Stanley shares in Q3 2026, an estimated $343K.
  • Morgan Stanley made up 0.32% of BDF Gestion's portfolio in Q3 2026, its #71 holding.
  • BDF Gestion first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • BDF Gestion's Morgan Stanley position peaked at $76.2M in Q2 2026.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.