IGAM
MS icon

iA Global Asset Management’s Morgan Stanley MS Stock Holding History

iA Global Asset Management’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 		$17.6M Buy
106,857
+100,272
+1,523% +$17.4M 0.25% 86
2025
Q4 		$1.17M Buy
6,585
+5,175
+367% +$863K 0.01% 296
2025
Q3 		$224K Sell
1,410
-1,555
-52% -$230K ﹤0.01% 375
2025
Q2 		$418K Sell
2,965
-13,201
-82% -$1.62M 0.01% 351
2025
Q1 		$1.89M Sell
16,166
-53,774
-77% -$6.93M 0.03% 254
2024
Q4 		$8.79M Buy
69,940
+67,490
+2,755% +$8.31M 0.15% 110
2024
Q3 		$255K Buy
2,450
+80
+3% +$8.06K ﹤0.01% 454
2024
Q2 		$230K Sell
2,370
-200
-8% -$19K ﹤0.01% 434
2024
Q1 		$242K Buy
2,570
+80
+3% +$7.04K 0.01% 423
2023
Q4 		$232K Sell
2,490
-59,490
-96% -$4.76M 0.01% 425
2023
Q3 		$5.06M Buy
61,980
+2,450
+4% +$213K 0.13% 139
2023
Q2 		$5.08M Buy
+59,530
New +$5.09M 0.13% 129

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

iA Global Asset Management's MS Position: Q1 2026 in Review

iA Global Asset Management increased its Morgan Stanley (MS) stake by 1,523% in Q1 2026, buying an estimated $17.4M and bringing the position to 106,857 shares worth $17.6M. The position accounts for 0.25% of the portfolio, ranked #86.

iA Global Asset Management first reported a position in MS in Q2 2023 and has held it in 12 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • iA Global Asset Management held 106,857 shares of Morgan Stanley worth $17.6M as of Q1 2026.
  • iA Global Asset Management bought 100,272 Morgan Stanley shares in Q1 2026, an estimated $17.4M.
  • Morgan Stanley made up 0.25% of iA Global Asset Management's portfolio in Q1 2026, its #86 holding.
  • iA Global Asset Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 12 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on iA Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.