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

Royal 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
2026
Q1 		$1.3B Sell
7,923,829
-1,110,944
-12% -$192M 0.23% 77
2025
Q4 		$1.6B Buy
9,034,773
+1,235,992
+16% +$206M 0.26% 69
2025
Q3 		$1.24B Sell
7,798,781
-1,542,442
-17% -$228M 0.2% 87
2025
Q2 		$1.32B Sell
9,341,223
-46,681
-0.5% -$5.73M 0.24% 79
2025
Q1 		$1.1B Buy
9,387,904
+703,288
+8% +$90.6M 0.23% 91
2024
Q4 		$1.09B Buy
8,684,616
+1,136,769
+15% +$140M 0.22% 94
2024
Q3 		$787M Sell
7,547,847
-221,825
-3% -$22.3M 0.16% 119
2024
Q2 		$755M Buy
7,769,672
+3,190,153
+70% +$304M 0.17% 109
2024
Q1 		$431M Sell
4,579,519
-10,393,041
-69% -$915M 0.1% 193
2023
Q4 		$1.4B Sell
14,972,560
-249,942
-2% -$20M 0.33% 63
2023
Q3 		$1.24B Sell
15,222,502
-652,176
-4% -$56.6M 0.34% 66
2023
Q2 		$1.36B Buy
15,874,678
+915,163
+6% +$78.3M 0.36% 60
2023
Q1 		$1.31B Buy
14,959,515
+2,814,155
+23% +$263M 0.37% 58
2022
Q4 		$1.03B Buy
12,145,360
+6,924,757
+133% +$590M 0.3% 71
2022
Q3 		$412M Buy
5,220,603
+88,927
+2% +$7.5M 0.13% 151
2022
Q2 		$390M Buy
5,131,676
+446,715
+10% +$36.6M 0.11% 161
2022
Q1 		$409M Sell
4,684,961
-2,986,626
-39% -$288M 0.1% 184
2021
Q4 		$753M Buy
7,671,587
+2,202,072
+40% +$219M 0.17% 118
2021
Q3 		$532M Buy
5,469,515
+381,705
+8% +$37.8M 0.14% 141
2021
Q2 		$467M Sell
5,087,810
-2,948,843
-37% -$253M 0.12% 151
2021
Q1 		$624M Sell
8,036,653
-653,193
-8% -$50.1M 0.18% 114
2020
Q4 		$596M Buy
8,689,846
+863,576
+11% +$49.5M 0.17% 122
2020
Q3 		$378M Buy
7,826,270
+696,994
+10% +$35.1M 0.14% 155
2020
Q2 		$344M Buy
7,129,276
+1,328,745
+23% +$55.8M 0.14% 146
2020
Q1 		$197M Buy
5,800,531
+1,876,586
+48% +$88.4M 0.09% 186
2019
Q4 		$201M Sell
3,923,945
-1,569,618
-29% -$74.3M 0.07% 243
2019
Q3 		$234M Buy
5,493,563
+589,908
+12% +$25.2M 0.09% 199
2019
Q2 		$215M Sell
4,903,655
-7,454,989
-60% -$332M 0.09% 201
2019
Q1 		$522M Buy
12,358,644
+9,501,673
+333% +$400M 0.22% 89
2018
Q4 		$113M Buy
2,856,971
+70,242
+3% +$3.07M 0.05% 305
2018
Q3 		$130M Sell
2,786,729
-74,362
-3% -$3.63M 0.05% 285
2018
Q2 		$136M Sell
2,861,091
-768,035
-21% -$40.1M 0.06% 261
2018
Q1 		$196M Sell
3,629,126
-14,760
-0.4% -$817K 0.09% 194
2017
Q4 		$191M Buy
3,643,886
+512,534
+16% +$25.9M 0.08% 204
2017
Q3 		$151M Sell
3,131,352
-211,228
-6% -$9.8M 0.07% 232
2017
Q2 		$149M Sell
3,342,580
-83,364
-2% -$3.59M 0.08% 215
2017
Q1 		$147M Sell
3,425,944
-590,227
-15% -$26.2M 0.08% 204
2016
Q4 		$170M Buy
4,016,171
+11,246
+0.3% +$425K 0.09% 184
2016
Q3 		$128M Sell
4,004,925
-1,007,731
-20% -$30.1M 0.07% 226
2016
Q2 		$130M Buy
5,012,656
+37,625
+0.8% +$984K 0.08% 199
2016
Q1 		$124M Buy
4,975,031
+88,867
+2% +$2.27M 0.08% 192
2015
Q4 		$155M Sell
4,886,164
-46,371
-0.9% -$1.54M 0.1% 155
2015
Q3 		$155M Buy
4,932,535
+237,670
+5% +$8.65M 0.12% 136
2015
Q2 		$182M Buy
4,694,865
+768,552
+20% +$29.2M 0.13% 125
2015
Q1 		$140M Sell
3,926,313
-381,450
-9% -$13.7M 0.1% 153
2014
Q4 		$167M Sell
4,307,763
-213,980
-5% -$7.61M 0.11% 138
2014
Q3 		$156M Sell
4,521,743
-356,889
-7% -$11.9M 0.11% 145
2014
Q2 		$158M Buy
4,878,632
+721,313
+17% +$22.2M 0.11% 139
2014
Q1 		$130M Sell
4,157,319
-957,907
-19% -$29.6M 0.1% 153
2013
Q4 		$160M Buy
5,115,226
+293,572
+6% +$8.73M 0.11% 134
2013
Q3 		$130M Buy
4,821,654
+1,061,954
+28% +$28.5M 0.1% 146
2013
Q2 		$91.9M Buy
+3,759,700
New +$89.2M 0.08% 184

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada's MS Position: Q1 2026 in Review

Royal Bank of Canada reduced its Morgan Stanley (MS) stake by 12% in Q1 2026, selling an estimated $192M and leaving 7,923,829 shares worth $1.3B. The position accounts for 0.23% of the portfolio, ranked #77.

Royal Bank of Canada first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.6B in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Royal Bank of Canada held 7,923,829 shares of Morgan Stanley worth $1.3B as of Q1 2026.
  • Royal Bank of Canada sold 1,110,944 Morgan Stanley shares in Q1 2026, an estimated $192M.
  • Morgan Stanley made up 0.23% of Royal Bank of Canada's portfolio in Q1 2026, its #77 holding.
  • Royal Bank of Canada first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's Morgan Stanley position peaked at $1.6B in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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