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 		$49.2M Sell
298,900
-134,300
-31% -$23.3M 0.01% 917
2025
Q4 		$76.9M Buy
433,200
+84,300
+24% +$14.1M 0.01% 759
2025
Q3 		$55.5M Buy
348,900
+67,000
+24% +$9.89M 0.01% 961
2025
Q2 		$39.7M Sell
281,900
-873,500
-76% -$107M 0.01% 1071
2025
Q1 		$135M Buy
1,155,400
+985,400
+580% +$127M 0.03% 454
2024
Q4 		$21.4M Sell
170,000
-530,000
-76% -$65.3M ﹤0.01% 1303
2024
Q3 		$73M Buy
700,000
+50,000
+8% +$5.04M 0.01% 658
2024
Q2 		$63.2M Buy
650,000
+550,000
+550% +$52.4M 0.01% 670
2024
Q1 		$9.42M Sell
100,000
-25,000
-20% -$2.2M ﹤0.01% 1717
2023
Q4 		$11.7M Buy
125,000
+100,000
+400% +$8M ﹤0.01% 1624
2023
Q3 		$2.04M Hold
25,000
– – ﹤0.01% 2825
2023
Q2 		$2.13M Sell
25,000
-260,000
-91% -$22.2M ﹤0.01% 2784
2023
Q1 		$25M Sell
285,000
-423,500
-60% -$39.5M 0.01% 1001
2022
Q4 		$60.2M Sell
708,500
-287,500
-29% -$24.5M 0.02% 622
2022
Q3 		$78.7M Buy
996,000
+289,000
+41% +$24.4M 0.02% 489
2022
Q2 		$53.8M Buy
707,000
+24,900
+4% +$2.04M 0.02% 635
2022
Q1 		$59.6M Sell
682,100
-590,000
-46% -$56.9M 0.01% 672
2021
Q4 		$125M Buy
1,272,100
+436,900
+52% +$43.5M 0.03% 459
2021
Q3 		$81.3M Buy
835,200
+33,100
+4% +$3.28M 0.02% 569
2021
Q2 		$73.5M Sell
802,100
-44,700
-5% -$3.83M 0.02% 586
2021
Q1 		$65.8M Sell
846,800
-198,600
-19% -$15.2M 0.02% 592
2020
Q4 		$71.6M Hold
1,045,400
– – 0.02% 560
2020
Q3 		$50.5M Buy
1,045,400
+35,000
+3% +$1.76M 0.02% 611
2020
Q2 		$48.8M Sell
1,010,400
-1,200,100
-54% -$50.4M 0.02% 583
2020
Q1 		$75.2M Sell
2,210,500
-1,449,200
-40% -$68.3M 0.04% 369
2019
Q4 		$187M Sell
3,659,700
-1,885,400
-34% -$89.2M 0.07% 252
2019
Q3 		$237M Buy
5,545,100
+2,613,500
+89% +$112M 0.09% 198
2019
Q2 		$128M Sell
2,931,600
-1,914,300
-40% -$85.4M 0.05% 296
2019
Q1 		$204M Sell
4,845,900
-409,100
-8% -$17.2M 0.09% 208
2018
Q4 		$208M Buy
5,255,000
+2,081,300
+66% +$90.8M 0.1% 178
2018
Q3 		$148M Buy
3,173,700
+2,082,500
+191% +$102M 0.06% 259
2018
Q2 		$51.7M Sell
1,091,200
-536,000
-33% -$28M 0.02% 544
2018
Q1 		$87.8M Sell
1,627,200
-530,300
-25% -$29.4M 0.04% 386
2017
Q4 		$113M Sell
2,157,500
-44,400
-2% -$2.25M 0.05% 306
2017
Q3 		$106M Sell
2,201,900
-1,173,000
-35% -$54.4M 0.05% 296
2017
Q2 		$150M Buy
3,374,900
+328,900
+11% +$14.2M 0.08% 212
2017
Q1 		$130M Sell
3,046,000
-443,100
-13% -$19.7M 0.07% 232
2016
Q4 		$147M Sell
3,489,100
-721,500
-17% -$27.3M 0.08% 204
2016
Q3 		$135M Buy
4,210,600
+406,300
+11% +$12.1M 0.08% 217
2016
Q2 		$98.8M Buy
3,804,300
+2,233,800
+142% +$58.4M 0.06% 261
2016
Q1 		$39.3M Sell
1,570,500
-268,800
-15% -$6.86M 0.02% 564
2015
Q4 		$58.5M Sell
1,839,300
-63,200
-3% -$2.1M 0.04% 383
2015
Q3 		$59.9M Buy
1,902,500
+1,302,500
+217% +$47.4M 0.04% 300
2015
Q2 		$23.3M Sell
600,000
-145,000
-19% -$5.52M 0.02% 735
2015
Q1 		$26.6M Sell
745,000
-1,534,400
-67% -$55.1M 0.02% 676
2014
Q4 		$88.4M Buy
2,279,400
+15,500
+0.7% +$551K 0.06% 253
2014
Q3 		$78.3M Sell
2,263,900
-175,300
-7% -$5.84M 0.05% 256
2014
Q2 		$78.9M Buy
2,439,200
+335,300
+16% +$10.3M 0.05% 248
2014
Q1 		$65.6M Sell
2,103,900
-1,437,100
-41% -$44.4M 0.05% 286
2013
Q4 		$111M Buy
3,541,000
+647,200
+22% +$19.2M 0.08% 193
2013
Q3 		$78M Sell
2,893,800
-194,000
-6% -$5.21M 0.06% 238
2013
Q2 		$75.4M Buy
+3,087,800
New +$73.2M 0.06% 221

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 $336B AUM 34.66% 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. 2,491 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.
  • 2,491 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.