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

National Bank of Canada’s Portfolio MS Stock Details MS Fund Activity

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

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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. 2,491 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.
2,491 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.