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Compagnie Lombard Odier SCmA’s Morgan Stanley MS Stock Holding History

Compagnie Lombard Odier SCmA’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
2018
Q4 		– Sell
-13,000
Closed -$31K – 589
2018
Q3 		$31K Hold
13,000
– – ﹤0.01% 465
2018
Q2 		$40K Hold
13,000
– – ﹤0.01% 460
2018
Q1 		$94K Buy
+13,000
New +$720K ﹤0.01% 380
2016
Q1 		– Sell
-3,100
Closed -$4K – 1006
2015
Q4 		$4K Buy
+3,100
New +$103K ﹤0.01% 901

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 $3.38T AUM 44.17% 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

Compagnie Lombard Odier SCmA's MS Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its Morgan Stanley (MS) stake by 0.18% in Q2 2026, selling an estimated $11.9K and leaving 33,061 shares worth $6.91M. The position accounts for 0.07% of the portfolio, ranked #112.

Compagnie Lombard Odier SCmA first reported a position in MS in Q4 2013 and has held it in 47 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 33,061 shares of Morgan Stanley worth $6.91M as of Q2 2026.
  • Compagnie Lombard Odier SCmA sold 60 Morgan Stanley shares in Q2 2026, an estimated $11.9K.
  • Morgan Stanley made up 0.07% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #112 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Morgan Stanley in Q4 2013 and has held it in 47 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.