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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vontobel Holding's MS Position: Q1 2026 in Review

Vontobel Holding reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $5.85M and leaving 152,600 shares worth $25.1M. The position accounts for 0.09% of the portfolio, ranked #185.

Vontobel Holding first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $44.2M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Vontobel Holding held 152,600 shares of Morgan Stanley worth $25.1M as of Q1 2026.
  • Vontobel Holding sold 33,818 Morgan Stanley shares in Q1 2026, an estimated $5.85M.
  • Morgan Stanley made up 0.09% of Vontobel Holding's portfolio in Q1 2026, its #185 holding.
  • Vontobel Holding first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Morgan Stanley position peaked at $44.2M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.