BW Gestao de Investimentos’s Morgan Stanley MS Stock Holding History

BW Gestao de Investimentos’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	$9.5M	Buy	57,756 +10,811	+23%	+$1.87M	0.32%	86
2025 Q4	$8.33M	Buy	+46,945	New	+$7.83M	0.19%	113
2022 Q3	–	Sell	-56,182	Closed	-$4.27M	–	48
2022 Q2	$4.27M	Sell	56,182 -15,000	-21%	-$1.23M	0.99%	33
2022 Q1	$6.22M	Buy	+71,182	New	+$6.87M	1.32%	33
2016 Q2	–	Sell	-27,500	Closed	-$688K	–	71
2016 Q1	$688K	Hold	27,500	–	–	0.41%	30
2015 Q4	$875K	Hold	27,500	–	–	0.81%	24
2015 Q3	$866K	Hold	27,500	–	–	0.61%	23
2015 Q2	$1.07M	Hold	27,500	–	–	0.66%	23
2015 Q1	$981K	Sell	27,500 -1,777	-6%	-$63.8K	0.54%	23
2014 Q4	$1.14M	Sell	29,277 -32	-0.1%	-$1.14K	0.81%	18
2014 Q3	$1.01M	Sell	29,309 -5,243	-15%	-$175K	0.44%	37
2014 Q2	$1.12M	Buy	34,552 +366	+1%	+$11.3K	0.5%	32
2014 Q1	$1.07M	Buy	34,186 +1,686	+5%	+$52.1K	0.58%	29
2013 Q4	$1.02M	Buy	+32,500	New	+$966K	0.35%	33

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BW Gestao de Investimentos's MS Position: Q1 2026 in Review

BW Gestao de Investimentos increased its Morgan Stanley (MS) stake by 23% in Q1 2026, buying an estimated $1.87M and bringing the position to 57,756 shares worth $9.5M. The position accounts for 0.32% of the portfolio, ranked #86.

BW Gestao de Investimentos first reported a position in MS in Q4 2013 and has held it in 14 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

BW Gestao de Investimentos held 57,756 shares of Morgan Stanley worth $9.5M as of Q1 2026.
BW Gestao de Investimentos bought 10,811 Morgan Stanley shares in Q1 2026, an estimated $1.87M.
Morgan Stanley made up 0.32% of BW Gestao de Investimentos's portfolio in Q1 2026, its #86 holding.
BW Gestao de Investimentos first reported a position in Morgan Stanley in Q4 2013 and has held it in 14 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.