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 Q3	$10.7M	Sell	61,048 -3,504	-5%	-$745K	0.1%	122
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

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Union Bancaire Privee's MS Position: Q3 2026 in Review

Union Bancaire Privee reduced its Morgan Stanley (MS) stake by 5.4% in Q3 2026, selling an estimated $745K and leaving 61,048 shares worth $10.7M. The position accounts for 0.1% of the portfolio, ranked #122.

Union Bancaire Privee first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q4 2025. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Union Bancaire Privee held 61,048 shares of Morgan Stanley worth $10.7M as of Q3 2026.
Union Bancaire Privee sold 3,504 Morgan Stanley shares in Q3 2026, an estimated $745K.
Morgan Stanley made up 0.1% of Union Bancaire Privee's portfolio in Q3 2026, its #122 holding.
Union Bancaire Privee first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Union Bancaire Privee's Morgan Stanley position peaked at $12.4M in Q4 2025.
2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.