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
2025
Q1
– Sell
-1,300
Closed -$16.3M – 3042
2024
Q4
$16.3M Buy
+1,300
New +$160K 0.02% 618
2024
Q3
– Sell
-11,620
Closed -$115M – 2944
2024
Q2
$115M Buy
11,620
+5,000
+76% +$476K 0.16% 120
2024
Q1
$65.1M Buy
+6,620
New +$583K 0.1% 180

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.