Morgan Stanley
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Morgan Stanley’s AlTi Global ALTI Stock Holding History

Morgan Stanley’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Sell
68,571
-16,424
-19% -$69.4K ﹤0.01% 5787
2025
Q4 		$394K Buy
84,995
+16,854
+25% +$69.6K ﹤0.01% 5630
2025
Q3 		$243K Sell
68,141
-21,366
-24% -$88.6K ﹤0.01% 5813
2025
Q2 		$371K Buy
89,507
+19,975
+29% +$68.9K ﹤0.01% 5599
2025
Q1 		$211K Sell
69,532
-5,929
-8% -$21.2K ﹤0.01% 5705
2024
Q4 		$333K Sell
75,461
-13,481
-15% -$57.2K ﹤0.01% 5584
2024
Q3 		$333K Buy
88,942
+50,268
+130% +$217K ﹤0.01% 5573
2024
Q2 		$201K Buy
38,674
+1,821
+5% +$8.75K ﹤0.01% 5670
2024
Q1 		$209K Sell
36,853
-49,999
-58% -$308K ﹤0.01% 5716
2023
Q4 		$761K Buy
86,852
+76,373
+729% +$574K ﹤0.01% 5432
2023
Q3 		$72.9K Sell
10,479
-6,455
-38% -$47.9K ﹤0.01% 6012
2023
Q2 		$130K Sell
16,934
-24,076
-59% -$169K ﹤0.01% 5830
2023
Q1 		$514K Buy
+41,010
New +$413K ﹤0.01% 5239

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley's ALTI Position: Q1 2026 in Review

Morgan Stanley reduced its AlTi Global (ALTI) stake by 19% in Q1 2026, selling an estimated $69.4K and leaving 68,571 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #5787.

Morgan Stanley first reported a position in ALTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $761K in Q4 2023. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Morgan Stanley held 68,571 shares of AlTi Global worth $248K as of Q1 2026.
  • Morgan Stanley sold 16,424 AlTi Global shares in Q1 2026, an estimated $69.4K.
  • AlTi Global made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5787 holding.
  • Morgan Stanley first reported a position in AlTi Global in Q1 2023 and has held it in 13 quarters since.
  • Morgan Stanley's AlTi Global position peaked at $761K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.