Morgan Stanley
AMTD

Morgan Stanley’s AMTD IDEA Group AMTD Stock Holding History

Morgan Stanley’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Sell
212,867
-1,400
-0.7% -$1.41K ﹤0.01% 5847
2025
Q4 		$211K Buy
214,267
+1,800
+0.8% +$1.9K ﹤0.01% 5911
2025
Q3 		$239K Hold
212,467
– – ﹤0.01% 5820
2025
Q2 		$209K Hold
212,467
– – ﹤0.01% 5833
2025
Q1 		$229K Hold
212,467
– – ﹤0.01% 5675
2024
Q4 		$255K Hold
212,467
– – ﹤0.01% 5695
2024
Q3 		$300K Hold
212,467
– – ﹤0.01% 5606
2024
Q2 		$355K Hold
212,467
– – ﹤0.01% 5441
2024
Q1 		$376K Sell
212,467
-212,467
-50% -$368K ﹤0.01% 5438
2023
Q4 		$765K Buy
424,934
+212,467
+100% +$503K ﹤0.01% 5431
2023
Q3 		$784K Hold
212,467
– – ﹤0.01% 4936
2023
Q2 		$1.01M Hold
212,467
– – ﹤0.01% 4824
2023
Q1 		$1M Buy
+212,467
New +$1.05M ﹤0.01% 4859
2022
Q4 		– Sell
-212,467
Closed -$1.52M – 7888
2022
Q3 		$1.52M Hold
212,467
– – ﹤0.01% 4616
2022
Q2 		$1.48M Sell
212,467
-183
-0.1% -$1.95K ﹤0.01% 4749
2022
Q1 		$3.02M Sell
212,650
-167
-0.1% -$3.57K ﹤0.01% 4194
2021
Q4 		$4.05M Hold
212,817
– – ﹤0.01% 3941
2021
Q3 		$5.75M Sell
212,817
-33
-0% -$1.13K ﹤0.01% 3524
2021
Q2 		$7.8M Buy
212,850
+50
+0% +$2.09K ﹤0.01% 3283
2021
Q1 		$9.19M Sell
212,800
-167
-0.1% -$6.52K ﹤0.01% 2742
2020
Q4 		$8.43M Sell
212,967
-83
-0% -$3.37K ﹤0.01% 2699
2020
Q3 		$8.95M Buy
213,050
+583
+0.3% +$23.3K ﹤0.01% 2126
2020
Q2 		$9.18M Hold
212,467
– – ﹤0.01% 2054
2020
Q1 		$9.82M Hold
212,467
– – ﹤0.01% 1797
2019
Q4 		$11.3M Hold
212,467
– – ﹤0.01% 2296
2019
Q3 		$11.5M Buy
+212,467
New +$11.7M ﹤0.01% 1978

Other funds holding AMTD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley's AMTD Position: Q1 2026 in Review

Morgan Stanley reduced its AMTD IDEA Group (AMTD) stake by 0.65% in Q1 2026, selling an estimated $1.41K and leaving 212,867 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #5847.

Morgan Stanley first reported a position in AMTD in Q3 2019 and has held it in 26 quarters since. The position peaked at $11.5M in Q3 2019. 9 funds tracked by Wall St. Rank hold AMTD as of Q1 2026.

  • Morgan Stanley held 212,867 shares of AMTD IDEA Group worth $211K as of Q1 2026.
  • Morgan Stanley sold 1,400 AMTD IDEA Group shares in Q1 2026, an estimated $1.41K.
  • AMTD IDEA Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5847 holding.
  • Morgan Stanley first reported a position in AMTD IDEA Group in Q3 2019 and has held it in 26 quarters since.
  • Morgan Stanley's AMTD IDEA Group position peaked at $11.5M in Q3 2019.
  • 9 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q1 2026.

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