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
2025
Q4 		– Sell
-5,000
Closed -$795K – 1497
2025
Q3 		$795K Hold
5,000
– – ﹤0.01% 796
2025
Q2 		$704K Buy
+5,000
New +$614K ﹤0.01% 793

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 $3.37T AUM 44.26% 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

Vontobel Holding's MS Position: Q2 2026 in Review

Vontobel Holding increased its Morgan Stanley (MS) stake by 1.9% in Q2 2026, buying an estimated $571K and bringing the position to 155,485 shares worth $32.5M. The position accounts for 0.1% of the portfolio, ranked #179.

Vontobel Holding first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $44.2M in Q2 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vontobel Holding held 155,485 shares of Morgan Stanley worth $32.5M as of Q2 2026.
  • Vontobel Holding bought 2,885 Morgan Stanley shares in Q2 2026, an estimated $571K.
  • Morgan Stanley made up 0.1% of Vontobel Holding's portfolio in Q2 2026, its #179 holding.
  • Vontobel Holding first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Morgan Stanley position peaked at $44.2M in Q2 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.