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
Q2 		$374K Buy
103,680
+35,109
+51% +$121K ﹤0.01% 5682
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
-6,573
-15% -$40.5K ﹤0.01% 5716
2023
Q4 		$380K Buy
43,426
+32,947
+314% +$248K ﹤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 $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Morgan Stanley's ALTI Position: Q2 2026 in Review

Morgan Stanley increased its AlTi Global (ALTI) stake by 51% in Q2 2026, buying an estimated $121K and bringing the position to 103,680 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #5682.

Morgan Stanley first reported a position in ALTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $514K in Q1 2023. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Morgan Stanley held 103,680 shares of AlTi Global worth $374K as of Q2 2026.
  • Morgan Stanley bought 35,109 AlTi Global shares in Q2 2026, an estimated $121K.
  • AlTi Global made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5682 holding.
  • Morgan Stanley first reported a position in AlTi Global in Q1 2023 and has held it in 14 quarters since.
  • Morgan Stanley's AlTi Global position peaked at $514K in Q1 2023.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.