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Scotia Capital’s Morgan Stanley MS Stock Holding History

Scotia Capital’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 		$57.2M Buy
347,658
+143,725
+70% +$24.9M 0.24% 70
2025
Q4 		$36.2M Buy
203,933
+11,613
+6% +$1.94M 0.15% 97
2025
Q3 		$30.6M Sell
192,320
-8,441
-4% -$1.25M 0.13% 97
2025
Q2 		$28.3M Buy
200,761
+74,143
+59% +$9.11M 0.13% 96
2025
Q1 		$14.8M Buy
126,618
+5,876
+5% +$757K 0.08% 142
2024
Q4 		$15.2M Buy
120,742
+25,529
+27% +$3.14M 0.08% 137
2024
Q3 		$9.93M Sell
95,213
-4,430
-4% -$446K 0.05% 180
2024
Q2 		$9.68M Sell
99,643
-51,553
-34% -$4.91M 0.06% 170
2024
Q1 		$14.2M Buy
151,196
+2,532
+2% +$223K 0.08% 136
2023
Q4 		$13.9M Buy
148,664
+1,362
+0.9% +$109K 0.09% 135
2023
Q3 		$12M Buy
147,302
+73,363
+99% +$6.37M 0.09% 142
2023
Q2 		$6.31M Sell
73,939
-1,331
-2% -$114K 0.04% 198
2023
Q1 		$6.61M Sell
75,270
-48,574
-39% -$4.53M 0.05% 194
2022
Q4 		$10.5M Sell
123,844
-604
-0.5% -$51.5K 0.08% 145
2022
Q3 		$9.83M Sell
124,448
-13,141
-10% -$1.11M 0.08% 149
2022
Q2 		$10.5M Sell
137,589
-20,122
-13% -$1.65M 0.08% 152
2022
Q1 		$13.8M Buy
157,711
+5,039
+3% +$486K 0.09% 138
2021
Q4 		$15M Buy
152,672
+29,570
+24% +$2.95M 0.1% 124
2021
Q3 		$12M Buy
123,102
+3,055
+3% +$303K 0.09% 139
2021
Q2 		$11M Buy
120,047
+20,947
+21% +$1.8M 0.08% 148
2021
Q1 		$7.7M Buy
99,100
+41,672
+73% +$3.19M 0.06% 173
2020
Q4 		$3.94M Buy
57,428
+2,268
+4% +$130K 0.04% 246
2020
Q3 		$2.67M Sell
55,160
-6,740
-11% -$340K 0.03% 258
2020
Q2 		$3M Sell
61,900
-7,965
-11% -$335K 0.04% 215
2020
Q1 		$2.38M Buy
69,865
+6,320
+10% +$298K 0.03% 224
2019
Q4 		$3.25M Sell
63,545
-1,603
-2% -$75.9K 0.04% 233
2019
Q3 		$2.78M Sell
65,148
-3,043
-4% -$130K 0.03% 242
2019
Q2 		$2.99M Buy
68,191
+23,252
+52% +$1.04M 0.04% 230
2019
Q1 		$1.9M Buy
44,939
+18,299
+69% +$770K 0.02% 281
2018
Q4 		$1.06M Sell
26,640
-5,411
-17% -$236K 0.02% 350
2018
Q3 		$1.49M Sell
32,051
-566
-2% -$27.6K 0.02% 332
2018
Q2 		$1.75M Buy
32,617
+461
+1% +$24.1K 0.02% 302
2018
Q1 		$1.74M Sell
32,156
-4,223
-12% -$234K 0.02% 309
2017
Q4 		$1.91M Sell
36,379
-10,480
-22% -$530K 0.03% 303
2017
Q3 		$2.26M Buy
46,859
+3,194
+7% +$148K 0.03% 265
2017
Q2 		$1.95M Sell
43,665
-11,398
-21% -$491K 0.03% 254
2017
Q1 		$2.36M Buy
55,063
+19,819
+56% +$879K 0.04% 239
2016
Q4 		$1.49M Sell
35,244
-28,401
-45% -$1.07M 0.02% 348
2016
Q3 		$2.02M Buy
63,645
+42,506
+201% +$1.27M 0.04% 299
2016
Q2 		$549K Sell
21,139
-1,623
-7% -$42.4K 0.01% 504
2016
Q1 		$569K Sell
22,762
-113,767
-83% -$2.9M 0.01% 451
2015
Q4 		$4.21M Hold
136,529
– – 0.1% 168
2015
Q3 		$4.3M Sell
136,529
-16,501
-11% -$601K 0.1% 155
2015
Q2 		$5.84M Buy
153,030
+16,017
+12% +$610K 0.12% 135
2015
Q1 		$4.89M Sell
137,013
-915
-0.7% -$32.8K 0.13% 125
2014
Q4 		$5.35M Buy
137,928
+37,480
+37% +$1.33M 0.14% 107
2014
Q3 		$3.47M Buy
100,448
+4,821
+5% +$161K 0.07% 153
2014
Q2 		$3.09M Sell
95,627
-48,517
-34% -$1.5M 0.07% 160
2014
Q1 		$4.49M Buy
144,144
+11,602
+9% +$358K 0.1% 123
2013
Q4 		$4.16M Buy
132,542
+80,542
+155% +$2.39M 0.1% 132
2013
Q3 		$1.4M Buy
52,000
+25,497
+96% +$684K 0.04% 219
2013
Q2 		$647K Buy
+26,503
New +$629K 0.03% 264

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

Scotia Capital's MS Position: Q1 2026 in Review

Scotia Capital increased its Morgan Stanley (MS) stake by 70% in Q1 2026, buying an estimated $24.9M and bringing the position to 347,658 shares worth $57.2M. The position accounts for 0.24% of the portfolio, ranked #70.

Scotia Capital first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Scotia Capital held 347,658 shares of Morgan Stanley worth $57.2M as of Q1 2026.
  • Scotia Capital bought 143,725 Morgan Stanley shares in Q1 2026, an estimated $24.9M.
  • Morgan Stanley made up 0.24% of Scotia Capital's portfolio in Q1 2026, its #70 holding.
  • Scotia Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.