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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BDF Gestion's MS Position: Q2 2026 in Review

BDF Gestion reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $319K and leaving 14,327 shares worth $76.2M. The position accounts for 10.21% of the portfolio, ranked #1.

BDF Gestion first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

BDF Gestion held 14,327 shares of Morgan Stanley worth $76.2M as of Q2 2026.
BDF Gestion sold 1,611 Morgan Stanley shares in Q2 2026, an estimated $319K.
Morgan Stanley made up 10.21% of BDF Gestion's portfolio in Q2 2026, its #1 holding.
BDF Gestion first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.