Vontobel Holding
MS icon

Vontobel Holding’s Morgan Stanley MS Stock Holding History

Vontobel Holding’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 		$29.3M Buy
155,595
+110
+0.1% +$23.4K 0.11% 188
2026
Q2 		$32.5M Buy
155,485
+2,885
+2% +$571K 0.1% 179
2026
Q1 		$25.1M Sell
152,600
-33,818
-18% -$5.85M 0.09% 185
2025
Q4 		$33.1M Buy
186,418
+7,995
+4% +$1.33M 0.1% 160
2025
Q3 		$28.4M Sell
178,423
-135,153
-43% -$20M 0.09% 159
2025
Q2 		$44.2M Sell
313,576
-17,211
-5% -$2.11M 0.14% 110
2025
Q1 		$38.6M Buy
330,787
+16,200
+5% +$2.09M 0.14% 114
2024
Q4 		$39.5M Sell
314,587
-42,067
-12% -$5.18M 0.14% 108
2024
Q3 		$37.2M Buy
356,654
+14,155
+4% +$1.43M 0.12% 123
2024
Q2 		$33.3M Buy
342,499
+28,570
+9% +$2.72M 0.11% 123
2024
Q1 		$29.6M Buy
313,929
+12,584
+4% +$1.11M 0.24% 109
2023
Q4 		$28.1M Sell
301,345
-5,903
-2% -$472K 0.24% 110
2023
Q3 		$25.1M Sell
307,248
-8,662
-3% -$752K 0.23% 110
2023
Q2 		$27M Sell
315,910
-17,649
-5% -$1.51M 0.24% 107
2023
Q1 		$29.3M Sell
333,559
-19,217
-5% -$1.79M 0.27% 99
2022
Q4 		$29.8M Buy
352,776
+14,881
+4% +$1.27M 0.3% 89
2022
Q3 		$27M Buy
337,895
+128,103
+61% +$10.8M 0.32% 84
2022
Q2 		$16.4M Buy
209,792
+7,955
+4% +$652K 0.18% 129
2022
Q1 		$18.2M Buy
201,837
+6,282
+3% +$606K 0.16% 136
2021
Q4 		$19.3M Sell
195,555
-7,140
-4% -$711K 0.16% 131
2021
Q3 		$19.7M Sell
202,695
-13,715
-6% -$1.36M 0.17% 119
2021
Q2 		$19.6M Sell
216,410
-29,753
-12% -$2.55M 0.17% 114
2021
Q1 		$19.1M Sell
246,163
-102,259
-29% -$7.84M 0.14% 109
2020
Q4 		$25.9M Buy
+348,422
New +$20M 0.17% 87

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Vontobel Holding's MS Position: Q3 2026 in Review

Vontobel Holding increased its Morgan Stanley (MS) stake by 0.07% in Q3 2026, buying an estimated $23.4K and bringing the position to 155,595 shares worth $29.3M. The position accounts for 0.11% of the portfolio, ranked #188.

Vontobel Holding first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $44.2M in Q2 2025. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Vontobel Holding held 155,595 shares of Morgan Stanley worth $29.3M as of Q3 2026.
  • Vontobel Holding bought 110 Morgan Stanley shares in Q3 2026, an estimated $23.4K.
  • Morgan Stanley made up 0.11% of Vontobel Holding's portfolio in Q3 2026, its #188 holding.
  • Vontobel Holding first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Morgan Stanley position peaked at $44.2M in Q2 2025.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.