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 Q2	$8.51M	Sell	40,700 -17,056	-30%	-$3.38M	0.17%	118
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BW Gestao de Investimentos's MS Position: Q2 2026 in Review

BW Gestao de Investimentos reduced its Morgan Stanley (MS) stake by 30% in Q2 2026, selling an estimated $3.38M and leaving 40,700 shares worth $8.51M. The position accounts for 0.17% of the portfolio, ranked #118.

BW Gestao de Investimentos first reported a position in MS in Q4 2013 and has held it in 15 quarters since. The position peaked at $9.5M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

BW Gestao de Investimentos held 40,700 shares of Morgan Stanley worth $8.51M as of Q2 2026.
BW Gestao de Investimentos sold 17,056 Morgan Stanley shares in Q2 2026, an estimated $3.38M.
Morgan Stanley made up 0.17% of BW Gestao de Investimentos's portfolio in Q2 2026, its #118 holding.
BW Gestao de Investimentos first reported a position in Morgan Stanley in Q4 2013 and has held it in 15 quarters since.
BW Gestao de Investimentos's Morgan Stanley position peaked at $9.5M in Q1 2026.
2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.