J. Safra Asset Management’s Morgan Stanley MS Stock Holding History

J. Safra 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	$201K	Hold	1,220	–	–	0.01%	216
2025 Q4	$217K	Buy	+1,220	New	+$204K	0.01%	209
2025 Q3	–	Sell	-870	Closed	-$123K	–	491
2025 Q2	$123K	Hold	870	–	–	0.01%	176
2025 Q1	$102K	Sell	870 -110	-11%	-$14.2K	0.01%	163
2024 Q4	$123K	Buy	980 +412	+73%	+$50.7K	0.01%	159
2024 Q3	$59.1K	Hold	568	–	–	0.01%	149
2024 Q2	$55.2K	Buy	+568	New	+$54.1K	0.01%	135
2022 Q2	–	Sell	-86	Closed	–	–	102
2022 Q1	$0	Buy	+86	New	+$8.3K	﹤0.01%	104
2016 Q3	–	Sell	-13,654	Closed	-$355K	–	209
2016 Q2	$355K	Sell	13,654 -41,165	-75%	-$1.08M	0.58%	22
2016 Q1	$1.37M	Sell	54,819 -64,110	-54%	-$1.64M	1.12%	26
2015 Q4	$3.78M	Buy	+118,929	New	+$3.95M	2.9%	10

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

J. Safra Asset Management's MS Position: Q1 2026 in Review

J. Safra Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,220 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #216.

J. Safra Asset Management first reported a position in MS in Q4 2015 and has held it in 11 quarters since. The position peaked at $3.78M in Q4 2015. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

J. Safra Asset Management held 1,220 shares of Morgan Stanley worth $201K as of Q1 2026.
J. Safra Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #216 holding.
J. Safra Asset Management first reported a position in Morgan Stanley in Q4 2015 and has held it in 11 quarters since.
J. Safra Asset Management's Morgan Stanley position peaked at $3.78M in Q4 2015.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.