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BTG Pactual Asset Management US’s Morgan Stanley MS Stock Holding History

BTG Pactual Asset Management US’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 		$418K Buy
+2,000
New +$396K 0.03% 267
2025
Q3 		– Sell
-20,600
Closed -$2.9M – 301
2025
Q2 		$2.9M Buy
+20,600
New +$2.53M 0.32% 71
2025
Q1 		– Sell
-26,600
Closed -$3.34M – 319
2024
Q4 		$3.34M Buy
+26,600
New +$3.28M 0.35% 73

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

BTG Pactual Asset Management US's MS Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its Morgan Stanley (MS) stake by 384% in Q2 2026, buying an estimated $1.52M and bringing the position to 9,647 shares worth $2.02M. The position accounts for 0.13% of the portfolio, ranked #137.

BTG Pactual Asset Management US first reported a position in MS in Q4 2024 and has held it in 3 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BTG Pactual Asset Management US held 9,647 shares of Morgan Stanley worth $2.02M as of Q2 2026.
  • BTG Pactual Asset Management US bought 7,655 Morgan Stanley shares in Q2 2026, an estimated $1.52M.
  • Morgan Stanley made up 0.13% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #137 holding.
  • BTG Pactual Asset Management US first reported a position in Morgan Stanley in Q4 2024 and has held it in 3 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.