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Union Bancaire Privee’s Morgan Stanley MS Stock Holding History

Union Bancaire Privee’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 		$12.3M Buy
64,552
+3,640
+6% +$721K 0.13% 113
2026
Q1 		$8.57M Sell
60,912
-29,098
-32% -$5.04M 0.12% 117
2025
Q4 		$12.4M Buy
90,010
+43,391
+93% +$7.24M 0.15% 109
2025
Q3 		$6.6M Buy
46,619
+324
+0.7% +$47.8K 0.09% 112
2025
Q2 		$5.7M Buy
46,295
+1,014
+2% +$125K 0.08% 111
2025
Q1 		$4.96M Buy
45,281
+11,421
+34% +$1.47M 0.1% 90
2024
Q4 		$3.97M Buy
+33,860
New +$4.17M 0.07% 120

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Union Bancaire Privee's MS Position: Q2 2026 in Review

Union Bancaire Privee increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $721K and bringing the position to 64,552 shares worth $12.3M. The position accounts for 0.13% of the portfolio, ranked #113.

Union Bancaire Privee first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2025. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Union Bancaire Privee held 64,552 shares of Morgan Stanley worth $12.3M as of Q2 2026.
  • Union Bancaire Privee bought 3,640 Morgan Stanley shares in Q2 2026, an estimated $721K.
  • Morgan Stanley made up 0.13% of Union Bancaire Privee's portfolio in Q2 2026, its #113 holding.
  • Union Bancaire Privee first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Morgan Stanley position peaked at $12.4M in Q4 2025.
  • 889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.