Zurich Cantonal Bank
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Zurich Cantonal Bank’s Morgan Stanley MS Stock Holding History

Zurich Cantonal Bank’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
Q1 		$97.4M Buy
+591,649
New +$102M 0.21% 89
2025
Q4 		– Sell
-567,358
Closed -$94.6M – 3143
2025
Q3 		$90.2M Buy
567,358
+6,167
+1% +$911K 0.21% 85
2025
Q2 		$79M Buy
561,191
+40,574
+8% +$4.98M 0.19% 97
2025
Q1 		$60.7M Buy
520,617
+21,063
+4% +$2.71M 0.17% 107
2024
Q4 		$62.8M Buy
499,554
+14,283
+3% +$1.76M 0.18% 101
2024
Q3 		$50.6M Sell
485,271
-5,017
-1% -$505K 0.15% 120
2024
Q2 		$47.7M Buy
490,288
+37,569
+8% +$3.58M 0.16% 108
2024
Q1 		$42.6M Sell
452,719
-132,725
-23% -$11.7M 0.15% 119
2023
Q4 		$54.6M Buy
585,444
+102,554
+21% +$8.2M 0.21% 91
2023
Q3 		$39.4M Sell
482,890
-134,143
-22% -$11.6M 0.17% 105
2023
Q2 		$52.7M Buy
617,033
+49,611
+9% +$4.24M 0.23% 86
2023
Q1 		$49.8M Sell
567,422
-1,127
-0.2% -$105K 0.24% 82
2022
Q4 		$48.3M Sell
568,549
-5,780
-1% -$493K 0.26% 81
2022
Q3 		$45.4M Buy
574,329
+33,138
+6% +$2.79M 0.27% 75
2022
Q2 		$41.2M Buy
541,191
+142,832
+36% +$11.7M 0.24% 85
2022
Q1 		$34.8M Buy
398,359
+48,072
+14% +$4.64M 0.17% 113
2021
Q4 		$34.4M Sell
350,287
-30,774
-8% -$3.07M 0.17% 120
2021
Q3 		$37.1M Sell
381,061
-13,541
-3% -$1.34M 0.2% 100
2021
Q2 		$36.2M Buy
394,602
+1,194
+0.3% +$102K 0.2% 97
2021
Q1 		$30.6M Sell
393,408
-87,090
-18% -$6.67M 0.18% 108
2020
Q4 		$32.9M Sell
480,498
-90,350
-16% -$5.18M 0.2% 101
2020
Q3 		$27.6M Buy
570,848
+200,507
+54% +$10.1M 0.19% 98
2020
Q2 		$17.9M Sell
370,341
-18,693
-5% -$785K 0.15% 126
2020
Q1 		$13.2M Sell
389,034
-1,700
-0.4% -$80.1K 0.12% 165
2019
Q4 		$20M Buy
390,734
+98,547
+34% +$4.66M 0.15% 144
2019
Q3 		$12.5M Buy
292,187
+11,111
+4% +$475K 0.1% 214
2019
Q2 		$12.3M Sell
281,076
-17,828
-6% -$795K 0.1% 218
2019
Q1 		$12.6M Sell
298,904
-31,250
-9% -$1.32M 0.11% 209
2018
Q4 		$13.1M Buy
330,154
+46,795
+17% +$2.04M 0.13% 175
2018
Q3 		$13.2M Sell
283,359
-8,451
-3% -$413K 0.11% 222
2018
Q2 		$13.8M Sell
291,810
-71,583
-20% -$3.74M 0.12% 197
2018
Q1 		$19.6M Sell
363,393
-108,687
-23% -$6.02M 0.18% 132
2017
Q4 		$24.8M Buy
472,080
+67,782
+17% +$3.43M 0.22% 97
2017
Q3 		$19.5M Buy
404,298
+10,935
+3% +$507K 0.18% 121
2017
Q2 		$17.5M Sell
393,363
-75,163
-16% -$3.24M 0.17% 135
2017
Q1 		$20.1M Buy
468,526
+53,224
+13% +$2.36M 0.2% 123
2016
Q4 		$17.5M Buy
415,302
+11,349
+3% +$429K 0.18% 129
2016
Q3 		$13M Buy
403,953
+111,263
+38% +$3.32M 0.13% 169
2016
Q2 		$7.6M Sell
292,690
-56,955
-16% -$1.49M 0.1% 221
2016
Q1 		$8.74M Sell
349,645
-310,190
-47% -$7.92M 0.11% 188
2015
Q4 		$21M Sell
659,835
-45,274
-6% -$1.5M 0.27% 79
2015
Q3 		$22.2M Buy
705,109
+55,318
+9% +$2.01M 0.31% 74
2015
Q2 		$25.2M Buy
649,791
+126,506
+24% +$4.81M 0.35% 71
2015
Q1 		$18.7M Buy
523,285
+377,483
+259% +$13.5M 0.26% 96
2014
Q4 		$5.66M Buy
145,802
+27,150
+23% +$966K 0.17% 132
2014
Q3 		$4.1M Buy
118,652
+8,442
+8% +$281K 0.13% 181
2014
Q2 		$3.56M Buy
110,210
+10,095
+10% +$311K 0.1% 242
2014
Q1 		$3.12M Buy
100,115
+18,298
+22% +$565K 0.1% 243
2013
Q4 		$2.57M Sell
81,817
-65,875
-45% -$1.96M 0.08% 273
2013
Q3 		$3.98M Buy
147,692
+56,104
+61% +$1.51M 0.14% 156
2013
Q2 		$2.24M Buy
+91,588
New +$2.17M 0.08% 244

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

Zurich Cantonal Bank's MS Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Morgan Stanley (MS) in Q1 2026: 591,649 shares worth $97.4M. The stake represents 0.21% of the portfolio and ranks #89 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in MS as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in MS in Q2 2013 and has held it in 51 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Zurich Cantonal Bank held 591,649 shares of Morgan Stanley worth $97.4M as of Q1 2026.
  • Morgan Stanley was a new Zurich Cantonal Bank position in Q1 2026.
  • Morgan Stanley made up 0.21% of Zurich Cantonal Bank's portfolio in Q1 2026, its #89 holding.
  • Zurich Cantonal Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.