BOCHK Asset Management
MS icon

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
Q3 		$4.98M Sell
26,500
-13,300
-33% -$2.83M 0.7% 43
2026
Q2 		$8.32M Buy
39,800
+13,200
+50% +$2.61M 1.31% 21
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 -$9.9M – 75
2023
Q4 		$9.9M Buy
+106,400
New +$8.51M 6.1% 3

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BOCHK Asset Management's MS Position: Q3 2026 in Review

BOCHK Asset Management reduced its Morgan Stanley (MS) stake by 33% in Q3 2026, selling an estimated $2.83M and leaving 26,500 shares worth $4.98M. The position accounts for 0.7% of the portfolio, ranked #43.

BOCHK Asset Management first reported a position in MS in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.9M in Q4 2023. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • BOCHK Asset Management held 26,500 shares of Morgan Stanley worth $4.98M as of Q3 2026.
  • BOCHK Asset Management sold 13,300 Morgan Stanley shares in Q3 2026, an estimated $2.83M.
  • Morgan Stanley made up 0.7% of BOCHK Asset Management's portfolio in Q3 2026, its #43 holding.
  • BOCHK Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 5 quarters since.
  • BOCHK Asset Management's Morgan Stanley position peaked at $9.9M in Q4 2023.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on BOCHK Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.