TOBAM’s Morgan Stanley MS Stock Holding History

TOBAM’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	$219K	Buy	1,332 +639	+92%	+$111K	0.06%	183
2025 Q4	$123K	Buy	693 +209	+43%	+$34.9K	0.03%	191
2025 Q3	$77K	Buy	484 +176	+57%	+$26K	0.03%	140
2025 Q2	$43K	Buy	+308	New	+$37.8K	0.02%	180
2025 Q1	–	Sell	-556	Closed	-$70K	–	305
2024 Q4	$70K	Sell	556 -208	-27%	-$25.6K	0.02%	265
2024 Q3	$80K	Sell	764 -571	-43%	-$57.5K	0.01%	276
2024 Q2	$130K	Buy	1,335 +617	+86%	+$58.7K	0.02%	214
2024 Q1	$68K	Sell	718 -356	-33%	-$31.4K	0.01%	324
2023 Q4	$100K	Hold	1,074	–	–	0.01%	292
2023 Q3	$88K	Hold	1,074	–	–	0.01%	294
2023 Q2	$92K	Buy	1,074 +437	+69%	+$37.4K	0.01%	313
2023 Q1	$56K	Buy	+637	New	+$59.4K	﹤0.01%	349
2022 Q4	–	Sell	-1,267	Closed	-$100K	–	431
2022 Q3	$100K	Sell	1,267 -3,148	-71%	-$265K	0.01%	279
2022 Q2	$336K	Buy	+4,415	New	+$362K	0.02%	195

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 $295B AUM 31.6% 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

TOBAM's MS Position: Q1 2026 in Review

TOBAM increased its Morgan Stanley (MS) stake by 92% in Q1 2026, buying an estimated $111K and bringing the position to 1,332 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #183.

TOBAM first reported a position in MS in Q2 2022 and has held it in 14 quarters since. The position peaked at $336K in Q2 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

TOBAM held 1,332 shares of Morgan Stanley worth $219K as of Q1 2026.
TOBAM bought 639 Morgan Stanley shares in Q1 2026, an estimated $111K.
Morgan Stanley made up 0.06% of TOBAM's portfolio in Q1 2026, its #183 holding.
TOBAM first reported a position in Morgan Stanley in Q2 2022 and has held it in 14 quarters since.
TOBAM's Morgan Stanley position peaked at $336K in Q2 2022.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.