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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
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 -$9.92M – 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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOCHK Asset Management's MS Position: Q2 2026 in Review

BOCHK Asset Management increased its Morgan Stanley (MS) stake by 50% in Q2 2026, buying an estimated $2.61M and bringing the position to 39,800 shares worth $8.32M. The position accounts for 1.31% of the portfolio, ranked #21.

BOCHK Asset Management first reported a position in MS in Q4 2023 and has held it in 4 quarters since. The position peaked at $9.92M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BOCHK Asset Management held 39,800 shares of Morgan Stanley worth $8.32M as of Q2 2026.
  • BOCHK Asset Management bought 13,200 Morgan Stanley shares in Q2 2026, an estimated $2.61M.
  • Morgan Stanley made up 1.31% of BOCHK Asset Management's portfolio in Q2 2026, its #21 holding.
  • BOCHK Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 4 quarters since.
  • BOCHK Asset Management's Morgan Stanley position peaked at $9.92M in Q4 2023.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BOCHK Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.