JSSH
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J. Safra Sarasin Holding’s Morgan Stanley MS Stock Holding History

J. Safra Sarasin 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
2026
Q1 		$13.6M Buy
82,993
+60,032
+261% +$10.4M 0.23% 94
2025
Q4 		$4.08M Sell
22,961
-2,668
-10% -$445K 0.07% 143
2025
Q3 		$4.07M Buy
25,629
+1,128
+5% +$167K 0.07% 147
2025
Q2 		$3.45M Sell
24,501
-5,681
-19% -$698K 0.06% 159
2025
Q1 		$3.52M Buy
30,182
+17,824
+144% +$2.3M 0.06% 154
2024
Q4 		$1.55M Sell
12,358
-1,133
-8% -$140K 0.03% 259
2024
Q3 		$1.41M Sell
13,491
-4,977
-27% -$501K 0.02% 274
2024
Q2 		$1.79M Buy
+18,468
New +$1.76M 0.03% 236

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

J. Safra Sarasin Holding's MS Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Morgan Stanley (MS) stake by 261% in Q1 2026, buying an estimated $10.4M and bringing the position to 82,993 shares worth $13.6M. The position accounts for 0.23% of the portfolio, ranked #94.

J. Safra Sarasin Holding first reported a position in MS in Q2 2024 and has held it in 8 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • J. Safra Sarasin Holding held 82,993 shares of Morgan Stanley worth $13.6M as of Q1 2026.
  • J. Safra Sarasin Holding bought 60,032 Morgan Stanley shares in Q1 2026, an estimated $10.4M.
  • Morgan Stanley made up 0.23% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #94 holding.
  • J. Safra Sarasin Holding first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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