Mirabaud & Cie’s Morgan Stanley MS Stock Holding History

Mirabaud & Cie’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	–	Sell	-1,270	Closed	-$225K	–	62
2025 Q4	$225K	Sell	1,270 -26,477	-95%	-$4.42M	0.07%	53
2025 Q3	$4.41M	Buy	27,747 +415	+2%	+$61.3K	1.4%	16
2025 Q2	$3.85M	Sell	27,332 -21,885	-44%	-$2.69M	1.23%	17
2025 Q1	$5.74M	Buy	49,217 +9,970	+25%	+$1.28M	1.96%	15
2024 Q4	$4.93M	Buy	+39,247	New	+$4.83M	1.58%	14
2024 Q3	–	Sell	-2,090	Closed	-$203K	–	60
2024 Q2	$203K	Buy	+2,090	New	+$199K	0.07%	59

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

Mirabaud & Cie's MS Position: Q1 2026 in Review

Mirabaud & Cie sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,270 shares — an estimated $225K sold.

Mirabaud & Cie first reported a position in MS in Q2 2024 and held it in 6 quarters. The position peaked at $5.74M in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mirabaud & Cie reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Mirabaud & Cie sold 1,270 Morgan Stanley shares in Q1 2026, an estimated $225K.
Mirabaud & Cie first reported a position in Morgan Stanley in Q2 2024 and held it in 6 quarters.
Mirabaud & Cie's Morgan Stanley position peaked at $5.74M in Q1 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mirabaud & Cie's 13F filing for Q1 2026, filed 5 May 2026.