Morgan Stanley’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
89,507
+19,975
| +29% | +$82.9K | ﹤0.01% | 5599 |
|
|
2025
Q1 | $211K | Sell |
69,532
-5,929
| -8% | -$18K | ﹤0.01% | 5705 |
|
|
2024
Q4 | $333K | Sell |
75,461
-13,481
| -15% | -$59.5K | ﹤0.01% | 5584 |
|
|
2024
Q3 | $333K | Buy |
88,942
+50,268
| +130% | +$188K | ﹤0.01% | 5573 |
|
|
2024
Q2 | $201K | Buy |
38,674
+1,821
| +5% | +$9.49K | ﹤0.01% | 5670 |
|
|
2024
Q1 | $209K | Sell |
36,853
-49,999
| -58% | -$283K | ﹤0.01% | 5716 |
|
|
2023
Q4 | $761K | Buy |
86,852
+76,373
| +729% | +$669K | ﹤0.01% | 5432 |
|
|
2023
Q3 | $72.9K | Sell |
10,479
-6,455
| -38% | -$44.9K | ﹤0.01% | 6012 |
|
|
2023
Q2 | $130K | Sell |
16,934
-24,076
| -59% | -$184K | ﹤0.01% | 5830 |
|
|
2023
Q1 | $514K | Buy |
+41,010
| New | +$514K | ﹤0.01% | 5239 |
|