National Bank of Canada’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-1,600
Closed -$28.4M – 3119
2025
Q4
$28.4M Sell
1,600
-2,800
-64% -$467K 0.03% 436
2025
Q3
$69.9M Buy
+4,400
New +$650K 0.07% 227
2024
Q4
– Sell
-2,216
Closed -$23.1M – 3112
2024
Q3
$23.1M Buy
+2,216
New +$223K 0.03% 454
2024
Q2
– Sell
-4,014
Closed -$39.4M – 2778
2024
Q1
$39.4M Buy
+4,014
New +$353K 0.06% 268

Other funds holding MS

National Bank of Canada's MS Position: Q2 2026 in Review

National Bank of Canada reduced its Morgan Stanley (MS) stake by 38% in Q2 2026, selling an estimated $94.1M and leaving 772,116 shares worth $161M. The position accounts for 0.12% of the portfolio, ranked #145.

National Bank of Canada first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $233M in Q2 2024. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • National Bank of Canada held 772,116 shares of Morgan Stanley worth $161M as of Q2 2026.
  • National Bank of Canada sold 475,041 Morgan Stanley shares in Q2 2026, an estimated $94.1M.
  • Morgan Stanley made up 0.12% of National Bank of Canada's portfolio in Q2 2026, its #145 holding.
  • National Bank of Canada first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • National Bank of Canada's Morgan Stanley position peaked at $233M in Q2 2024.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.