EDRH
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Edmond de Rothschild Holding’s Morgan Stanley MS Stock Holding History

Edmond de Rothschild Holding’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 		$1.36M Sell
8,275
-1,674
-17% -$290K 0.02% 260
2025
Q4 		$1.77M Buy
9,949
+96
+1% +$16K 0.03% 252
2025
Q3 		$1.57M Sell
9,853
-1,584
-14% -$234K 0.02% 265
2025
Q2 		$1.61M Buy
11,437
+1,585
+16% +$195K 0.03% 248
2025
Q1 		$1.15M Buy
9,852
+9,764
+11,095% +$1.26M 0.02% 261
2024
Q4 		$11.1K Sell
88
-4,302
-98% -$530K ﹤0.01% 568
2024
Q3 		$458K Sell
4,390
-6,604
-60% -$665K 0.01% 349
2024
Q2 		$1.07M Sell
10,994
-4,904
-31% -$467K 0.02% 276
2024
Q1 		$1.5M Sell
15,898
-97,438
-86% -$8.58M 0.03% 272
2023
Q4 		$10.6M Sell
113,336
-4,207
-4% -$337K 0.19% 122
2023
Q3 		$9.6M Buy
117,543
+19,355
+20% +$1.68M 0.19% 122
2023
Q2 		$8.39M Sell
98,188
-4,977
-5% -$426K 0.17% 133
2023
Q1 		$9.06M Buy
103,165
+6,192
+6% +$578K 0.21% 124
2022
Q4 		$8.24M Buy
96,973
+11,812
+14% +$1.01M 0.19% 122
2022
Q3 		$6.73M Buy
85,161
+6,050
+8% +$510K 0.18% 133
2022
Q2 		$6.02M Sell
79,111
-6,685
-8% -$548K 0.15% 142
2022
Q1 		$7.5M Sell
85,796
-17,783
-17% -$1.72M 0.16% 131
2021
Q4 		$10.2M Buy
103,579
+6,266
+6% +$624K 0.22% 116
2021
Q3 		$9.47M Sell
97,313
-8,032
-8% -$796K 0.22% 114
2021
Q2 		$9.66M Buy
105,345
+12,742
+14% +$1.09M 0.22% 112
2021
Q1 		$7.19M Buy
92,603
+10,407
+13% +$798K 0.2% 127
2020
Q4 		$5.63M Buy
82,196
+78,610
+2,192% +$4.51M 0.19% 132
2020
Q3 		$174K Sell
3,586
-250
-7% -$12.6K 0.01% 408
2020
Q2 		$185K Sell
3,836
-414
-10% -$17.4K 0.01% 382
2020
Q1 		$144K Sell
4,250
-258
-6% -$12.2K 0.01% 363
2019
Q4 		$231K Hold
4,508
– – 0.01% 364
2019
Q3 		$193K Sell
4,508
-1,794
-28% -$76.7K 0.01% 372
2019
Q2 		$276K Sell
6,302
-23,336
-79% -$1.04M 0.01% 347
2019
Q1 		$1.25M Buy
29,638
+1,606
+6% +$67.6K 0.04% 210
2018
Q4 		$1.11M Sell
28,032
-5,394
-16% -$235K 0.04% 229
2018
Q3 		$1.56M Sell
33,426
-13,400
-29% -$654K 0.04% 225
2018
Q2 		$2.22M Buy
46,826
+316
+0.7% +$16.5K 0.06% 201
2018
Q1 		$2.51M Sell
46,510
-48,094
-51% -$2.66M 0.07% 188
2017
Q4 		$4.96M Buy
94,604
+3,190
+3% +$161K 0.14% 132
2017
Q3 		$4.4M Buy
91,414
+86,370
+1,712% +$4.01M 0.13% 135
2017
Q2 		$225K Hold
5,044
– – 0.01% 465
2017
Q1 		$216K Sell
5,044
-4,203
-45% -$187K 0.01% 476
2016
Q4 		$391K Sell
9,247
-570
-6% -$21.6K 0.01% 405
2016
Q3 		$315K Buy
9,817
+170
+2% +$5.07K 0.01% 457
2016
Q2 		$251K Hold
9,647
– – 0.01% 470
2016
Q1 		$241K Sell
9,647
-13,090
-58% -$334K 0.01% 458
2015
Q4 		$723K Hold
22,737
– – 0.02% 312
2015
Q3 		$716K Sell
22,737
-3,000
-12% -$109K 0.02% 305
2015
Q2 		$998K Buy
+25,737
New +$979K 0.02% 291

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

Edmond de Rothschild Holding's MS Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Morgan Stanley (MS) stake by 17% in Q1 2026, selling an estimated $290K and leaving 8,275 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #260.

Edmond de Rothschild Holding first reported a position in MS in Q2 2015 and has held it in 44 quarters since. The position peaked at $10.6M in Q4 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Edmond de Rothschild Holding held 8,275 shares of Morgan Stanley worth $1.36M as of Q1 2026.
  • Edmond de Rothschild Holding sold 1,674 Morgan Stanley shares in Q1 2026, an estimated $290K.
  • Morgan Stanley made up 0.02% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #260 holding.
  • Edmond de Rothschild Holding first reported a position in Morgan Stanley in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's Morgan Stanley position peaked at $10.6M in Q4 2023.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.