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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
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 $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

BTG Pactual Asset Management US's MS Position: Q1 2026 in Review

BTG Pactual Asset Management US opened a new position in Morgan Stanley (MS) in Q1 2026: 1,992 shares worth $328K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: BTG Pactual Asset Management US previously reported a position in MS as recently as Q4 2024.

BTG Pactual Asset Management US first reported a position in MS in Q4 2024 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BTG Pactual Asset Management US held 1,992 shares of Morgan Stanley worth $328K as of Q1 2026.
  • Morgan Stanley was a new BTG Pactual Asset Management US position in Q1 2026.
  • Morgan Stanley made up 0.03% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #204 holding.
  • BTG Pactual Asset Management US first reported a position in Morgan Stanley in Q4 2024 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.