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
2018 Q2	–	Sell	-2,200	Closed	-$11.9M	–	773
2018 Q1	$11.9M	Hold	2,200	–	–	0.35%	74
2017 Q4	$11.5M	Buy	2,200 +700	+47%	+$35.4K	0.33%	82
2017 Q3	$7.23M	Buy	+1,500	New	+$69.6K	0.21%	98
2017 Q1	–	Sell	-2,800	Closed	-$11.8M	–	853
2016 Q4	$11.8M	Buy	+2,800	New	+$106K	0.33%	81
2016 Q3	–	Sell	-3,000	Closed	-$7.79M	–	875
2016 Q2	$7.79M	Buy	+3,000	New	+$78.5K	0.25%	93

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

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.