DZ Bank’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.3M | Sell |
166,145
-9,318
| -5% | -$1.61M | 0.02% | 237 |
|
|
2025
Q4 | $31.2M | Buy |
175,463
+57,178
| +48% | +$9.54M | 0.03% | 221 |
|
|
2025
Q3 | $18.8M | Sell |
118,285
-145,290
| -55% | -$21.5M | 0.02% | 281 |
|
|
2025
Q2 | $37.1M | Buy |
263,575
+15,623
| +6% | +$1.92M | 0.04% | 196 |
|
|
2025
Q1 | $28.9M | Buy |
247,952
+218,960
| +755% | +$28.2M | 0.03% | 206 |
|
|
2024
Q4 | $3.64M | Sell |
28,992
-13,637
| -32% | -$1.68M | ﹤0.01% | 480 |
|
|
2024
Q3 | $4.44M | Sell |
42,629
-15,051
| -26% | -$1.52M | ﹤0.01% | 481 |
|
|
2024
Q2 | $5.61M | Sell |
57,680
-1,465,435
| -96% | -$139M | 0.01% | 443 |
|
|
2024
Q1 | $143M | Buy |
1,523,115
+202,600
| +15% | +$17.8M | 0.15% | 109 |
|
|
2023
Q4 | $123M | Sell |
1,320,515
-4,659,578
| -78% | -$373M | 0.15% | 110 |
|
|
2023
Q3 | $488M | Buy |
5,980,093
+5,905,679
| +7,936% | +$513M | 0.69% | 38 |
|
|
2023
Q2 | $6.35M | Sell |
74,414
-117,630
| -61% | -$10.1M | 0.01% | 425 |
|
|
2023
Q1 | $16.9M | Sell |
192,044
-27,305
| -12% | -$2.55M | 0.03% | 271 |
|
|
2022
Q4 | $18.6M | Sell |
219,349
-28,248
| -11% | -$2.41M | 0.03% | 254 |
|
|
2022
Q3 | $19.6M | Buy |
247,597
+30,014
| +14% | +$2.53M | 0.04% | 221 |
|
|
2022
Q2 | $16.6M | Buy |
217,583
+132,452
| +156% | +$10.8M | 0.03% | 253 |
|
|
2022
Q1 | $7.46M | Buy |
85,131
+62,982
| +284% | +$6.08M | 0.01% | 412 |
|
|
2021
Q4 | $2.18M | Buy |
22,149
+11,231
| +103% | +$1.12M | ﹤0.01% | 628 |
|
|
2021
Q3 | $1.07M | Sell |
10,918
-1,435
| -12% | -$142K | ﹤0.01% | 676 |
|
|
2021
Q2 | $1.12M | Buy |
12,353
+2,470
| +25% | +$212K | ﹤0.01% | 668 |
|
|
2021
Q1 | $768K | Sell |
9,883
-621
| -6% | -$47.6K | ﹤0.01% | 663 |
|
|
2020
Q4 | $718K | Sell |
10,504
-5,885
| -36% | -$338K | ﹤0.01% | 649 |
|
|
2020
Q3 | $783K | Sell |
16,389
-73,488
| -82% | -$3.7M | ﹤0.01% | 570 |
|
|
2020
Q2 | $4.33M | Sell |
89,877
-50,697
| -36% | -$2.13M | 0.01% | 369 |
|
|
2020
Q1 | $4.78M | Sell |
140,574
-482,772
| -77% | -$22.7M | 0.02% | 328 |
|
|
2019
Q4 | $31.8M | Buy |
623,346
+32,147
| +5% | +$1.52M | 0.08% | 149 |
|
|
2019
Q3 | $25.3M | Buy |
591,199
+95,439
| +19% | +$4.08M | 0.08% | 157 |
|
|
2019
Q2 | $21.6M | Sell |
495,760
-9,046
| -2% | -$403K | 0.07% | 176 |
|
|
2019
Q1 | $21.2M | Sell |
504,806
-8,909
| -2% | -$375K | 0.07% | 170 |
|
|
2018
Q4 | $20.2M | Sell |
513,715
-629,763
| -55% | -$27.5M | 0.08% | 168 |
|
|
2018
Q3 | $53.3M | Buy |
1,143,478
+45,977
| +4% | +$2.25M | 0.19% | 124 |
|
|
2018
Q2 | $52.1M | Sell |
1,097,501
-15,189
| -1% | -$794K | 0.19% | 122 |
|
|
2018
Q1 | $57.6M | Buy |
1,112,690
+174,483
| +19% | +$9.66M | 0.22% | 114 |
|
|
2017
Q4 | $49.2M | Buy |
938,207
+144,571
| +18% | +$7.31M | 0.19% | 123 |
|
|
2017
Q3 | $38.2M | Buy |
793,636
+743,660
| +1,488% | +$34.5M | 0.16% | 136 |
|
|
2017
Q2 | $2.23M | Buy |
49,976
+4,601
| +10% | +$198K | 0.01% | 470 |
|
|
2017
Q1 | $1.94M | Buy |
45,375
+4,800
| +12% | +$213K | 0.01% | 490 |
|
|
2016
Q4 | $1.71M | Buy |
+40,575
| New | +$1.53M | 0.01% | 485 |
|
Other funds holding MS
VCM
VPM
DZ Bank's MS Position: Q1 2026 in Review
DZ Bank reduced its Morgan Stanley (MS) stake by 5.3% in Q1 2026, selling an estimated $1.61M and leaving 166,145 shares worth $27.3M. The position accounts for 0.02% of the portfolio, ranked #237.
DZ Bank first reported a position in MS in Q4 2016 and has held it in 38 quarters since. The position peaked at $488M in Q3 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- DZ Bank held 166,145 shares of Morgan Stanley worth $27.3M as of Q1 2026.
- DZ Bank sold 9,318 Morgan Stanley shares in Q1 2026, an estimated $1.61M.
- Morgan Stanley made up 0.02% of DZ Bank's portfolio in Q1 2026, its #237 holding.
- DZ Bank first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
- DZ Bank's Morgan Stanley position peaked at $488M in Q3 2023.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.