BI Asset Management Fondsmaeglerselskab’s Morgan Stanley MS Stock Holding History

BI Asset Management Fondsmaeglerselskab’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	$19.2M	Sell	91,808 -23,782	-21%	-$4.71M	0.15%	115
2026 Q1	$19M	Buy	115,590 +15,973	+16%	+$2.77M	0.2%	95
2025 Q4	$17.7M	Buy	99,617 +801	+0.8%	+$134K	0.16%	123
2025 Q3	$15.7M	Buy	98,816 +16,471	+20%	+$2.43M	0.14%	131
2025 Q2	$11.6M	Buy	82,345 +33,660	+69%	+$4.13M	0.11%	160
2025 Q1	$5.68M	Sell	48,685 -3,188	-6%	-$411K	0.06%	219
2024 Q4	$6.52M	Sell	51,873 -26,272	-34%	-$3.24M	0.07%	195
2024 Q3	$8.15M	Buy	78,145 +23,179	+42%	+$2.33M	0.14%	133
2024 Q2	$5.34M	Buy	54,966 +6,933	+14%	+$660K	0.09%	189
2024 Q1	$4.52M	Buy	48,033 +7,869	+20%	+$693K	0.09%	182
2023 Q4	$3.75M	Sell	40,164 -39,871	-50%	-$3.19M	0.08%	196
2023 Q3	$6.54M	Buy	80,035 +21,563	+37%	+$1.87M	0.15%	123
2023 Q2	$4.99M	Buy	58,472 +6,664	+13%	+$570K	0.12%	143
2023 Q1	$4.55M	Buy	51,808 +485	+0.9%	+$45.3K	0.12%	139
2022 Q4	$4.36M	Buy	51,323 +25,705	+100%	+$2.19M	0.12%	151
2022 Q3	$2.02M	Sell	25,618 -7,266	-22%	-$612K	0.1%	137
2022 Q2	$2.5M	Sell	32,884 -402	-1%	-$32.9K	0.11%	137
2022 Q1	$2.91M	Sell	33,286 -39,308	-54%	-$3.79M	0.11%	138
2021 Q4	$7.13M	Sell	72,594 -19,863	-21%	-$1.98M	0.26%	88
2021 Q3	$9M	Sell	92,457 -135,130	-59%	-$13.4M	0.34%	83
2021 Q2	$20.9M	Sell	227,587 -22,429	-9%	-$1.92M	0.8%	36
2021 Q1	$19.4M	Buy	250,016 +16,679	+7%	+$1.28M	0.79%	37
2020 Q4	$16M	Buy	233,337 +111,891	+92%	+$6.42M	0.7%	40
2020 Q3	$5.87M	Sell	121,446 -23,091	-16%	-$1.16M	0.27%	87
2020 Q2	$6.98M	Buy	144,537 +39,310	+37%	+$1.65M	0.36%	66
2020 Q1	$3.58M	Buy	+105,227	New	+$4.96M	0.21%	90

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

BI Asset Management Fondsmaeglerselskab's MS Position: Q2 2026 in Review

BI Asset Management Fondsmaeglerselskab reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $4.71M and leaving 91,808 shares worth $19.2M. The position accounts for 0.15% of the portfolio, ranked #115.

BI Asset Management Fondsmaeglerselskab first reported a position in MS in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.9M in Q2 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

BI Asset Management Fondsmaeglerselskab held 91,808 shares of Morgan Stanley worth $19.2M as of Q2 2026.
BI Asset Management Fondsmaeglerselskab sold 23,782 Morgan Stanley shares in Q2 2026, an estimated $4.71M.
Morgan Stanley made up 0.15% of BI Asset Management Fondsmaeglerselskab's portfolio in Q2 2026, its #115 holding.
BI Asset Management Fondsmaeglerselskab first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
BI Asset Management Fondsmaeglerselskab's Morgan Stanley position peaked at $20.9M in Q2 2021.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q2 2026, filed 10 Aug 2026.