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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
Q2 		$289K Buy
1,383
+51
+4% +$10.1K 0.07% 177
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

TOBAM's MS Position: Q2 2026 in Review

TOBAM increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,383 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #177.

TOBAM first reported a position in MS in Q2 2022 and has held it in 15 quarters since. The position peaked at $336K in Q2 2022. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TOBAM held 1,383 shares of Morgan Stanley worth $289K as of Q2 2026.
  • TOBAM bought 51 Morgan Stanley shares in Q2 2026, an estimated $10.1K.
  • Morgan Stanley made up 0.07% of TOBAM's portfolio in Q2 2026, its #177 holding.
  • TOBAM first reported a position in Morgan Stanley in Q2 2022 and has held it in 15 quarters since.
  • TOBAM's Morgan Stanley position peaked at $336K in Q2 2022.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.