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: Q1 2026 in Review

National Bank of Canada increased its Morgan Stanley (MS) stake by 58% in Q1 2026, buying an estimated $78.9M and bringing the position to 1,247,157 shares worth $205M. The position accounts for 0.18% of the portfolio, ranked #98.

National Bank of Canada first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $233M in Q2 2024. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • National Bank of Canada held 1,247,157 shares of Morgan Stanley worth $205M as of Q1 2026.
  • National Bank of Canada bought 455,994 Morgan Stanley shares in Q1 2026, an estimated $78.9M.
  • Morgan Stanley made up 0.18% of National Bank of Canada's portfolio in Q1 2026, its #98 holding.
  • National Bank of Canada first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Morgan Stanley position peaked at $233M in Q2 2024.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.