Itau Unibanco Holding S.A.’s Morgan Stanley MS Stock Holding History

Itau Unibanco Holding S.A.’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
2025 Q3	–	Sell	-564	Closed	-$65.8K	–	426
2025 Q2	$65.8K	Hold	564	–	–	﹤0.01%	228
2025 Q1	$66K	Sell	564 -298	-35%	-$38.4K	﹤0.01%	234
2024 Q4	$108K	Buy	+862	New	+$106K	﹤0.01%	199
2022 Q4	–	Sell	-57	Closed	-$5K	–	598
2022 Q3	$5K	Buy	+57	New	+$4.8K	﹤0.01%	519
2021 Q4	–	Sell	-30,000	Closed	-$2.92M	–	452
2021 Q3	$2.92M	Buy	30,000 +29,890	+27,173%	+$2.96M	0.16%	82
2021 Q2	$10K	Sell	110 -99,890	-100%	-$8.57M	﹤0.01%	336
2021 Q1	$7.77M	Buy	+100,000	New	+$7.66M	0.57%	33
2020 Q2	–	Sell	-1,720	Closed	-$58K	–	331
2020 Q1	$58K	Buy	1,720 +1,011	+143%	+$47.6K	﹤0.01%	218
2019 Q4	$36K	Buy	+709	New	+$33.6K	﹤0.01%	754
2019 Q3	–	Sell	-6,833	Closed	-$299K	–	544
2019 Q2	$299K	Buy	+6,833	New	+$305K	0.01%	467
2018 Q1	–	Sell	-1,520	Closed	-$80K	–	629
2017 Q4	$80K	Buy	+1,520	New	+$76.9K	﹤0.01%	385
2017 Q2	–	Sell	-1,072	Closed	-$46K	–	724
2017 Q1	$46K	Buy	1,072 +420	+64%	+$18.6K	0.01%	218
2016 Q4	$27K	Hold	652	–	–	﹤0.01%	228
2016 Q3	$21K	Buy	+652	New	+$19.4K	﹤0.01%	249

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Itau Unibanco Holding S.A.'s MS Position: Q3 2025 in Review

Itau Unibanco Holding S.A. sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 564 shares — an estimated $65.8K sold.

Itau Unibanco Holding S.A. first reported a position in MS in Q3 2016 and held it in 14 quarters. The position peaked at $7.77M in Q1 2021. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Itau Unibanco Holding S.A. reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 564 Morgan Stanley shares in Q3 2025, an estimated $65.8K.
Itau Unibanco Holding S.A. first reported a position in Morgan Stanley in Q3 2016 and held it in 14 quarters.
Itau Unibanco Holding S.A.'s Morgan Stanley position peaked at $7.77M in Q1 2021.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2025, filed 12 Nov 2025.