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Sienna Gestion’s Morgan Stanley MS Stock Holding History

Sienna Gestion’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
Q2 		$9.17M Sell
42,852
-3,393
-7% -$672K 0.54% 65
2026
Q1 		$7.38M Buy
+46,245
New +$8.01M 0.48% 88
2025
Q4 		– Sell
-9,346
Closed -$1.35M – 176
2025
Q3 		$1.35M Hold
9,346
– – 0.09% 116
2025
Q2 		$1.2M Hold
9,346
– – 0.08% 122
2025
Q1 		$1.06M Hold
9,346
– – 0.09% 121
2024
Q4 		$1.17M Hold
9,346
– – 0.08% 124
2024
Q3 		$972K Buy
+9,346
New +$941K 0.06% 131

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sienna Gestion's MS Position: Q2 2026 in Review

Sienna Gestion reduced its Morgan Stanley (MS) stake by 7.3% in Q2 2026, selling an estimated $672K and leaving 42,852 shares worth $9.17M. The position accounts for 0.54% of the portfolio, ranked #65.

Sienna Gestion first reported a position in MS in Q3 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sienna Gestion held 42,852 shares of Morgan Stanley worth $9.17M as of Q2 2026.
  • Sienna Gestion sold 3,393 Morgan Stanley shares in Q2 2026, an estimated $672K.
  • Morgan Stanley made up 0.54% of Sienna Gestion's portfolio in Q2 2026, its #65 holding.
  • Sienna Gestion first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.