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BOCHK Asset Management’s Morgan Stanley MS Stock Holding History

BOCHK Asset Management’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 		$4.38M Buy
26,600
+19,500
+275% +$3.38M 0.91% 32
2025
Q4 		$1.26M Buy
+7,100
New +$1.18M 0.34% 28
2024
Q1 		– Sell
-106,400
Closed -$9.92M – 75
2023
Q4 		$9.92M Buy
+106,400
New +$8.51M 6.1% 3

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

BOCHK Asset Management's MS Position: Q1 2026 in Review

BOCHK Asset Management increased its Morgan Stanley (MS) stake by 275% in Q1 2026, buying an estimated $3.38M and bringing the position to 26,600 shares worth $4.38M. The position accounts for 0.91% of the portfolio, ranked #32.

BOCHK Asset Management first reported a position in MS in Q4 2023 and has held it in 3 quarters since. The position peaked at $9.92M in Q4 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BOCHK Asset Management held 26,600 shares of Morgan Stanley worth $4.38M as of Q1 2026.
  • BOCHK Asset Management bought 19,500 Morgan Stanley shares in Q1 2026, an estimated $3.38M.
  • Morgan Stanley made up 0.91% of BOCHK Asset Management's portfolio in Q1 2026, its #32 holding.
  • BOCHK Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 3 quarters since.
  • BOCHK Asset Management's Morgan Stanley position peaked at $9.92M in Q4 2023.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BOCHK Asset Management's 13F filing for Q1 2026, filed 6 May 2026.