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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's MS Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Morgan Stanley (MS) stake by 80% in Q2 2026, buying an estimated $1.31M and bringing the position to 14,879 shares worth $3.11M. The position accounts for 0.04% of the portfolio, ranked #215.

Edmond de Rothschild Holding first reported a position in MS in Q2 2015 and has held it in 45 quarters since. The position peaked at $10.6M in Q4 2023. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Edmond de Rothschild Holding held 14,879 shares of Morgan Stanley worth $3.11M as of Q2 2026.
Edmond de Rothschild Holding bought 6,604 Morgan Stanley shares in Q2 2026, an estimated $1.31M.
Morgan Stanley made up 0.04% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #215 holding.
Edmond de Rothschild Holding first reported a position in Morgan Stanley in Q2 2015 and has held it in 45 quarters since.
Edmond de Rothschild Holding's Morgan Stanley position peaked at $10.6M in Q4 2023.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.