LGT CAPITAL PARTNERS LTD.

Position in MS — Morgan Stanley

CIK 1641992 PFAEFFIKON, V8

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$28,968,762

+$6,555,316 QoQ

Shares Held

138,580

+1.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#370

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

LGT CAPITAL PARTNERS LTD. holds $28,968,762 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	138,580	$28,968,762

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,968,762	138,580	+1.8%	Shares	Sole	2026-08-05
2026-03-31	$22,413,446	136,194	-35.8%	Shares	Sole	2026-05-11
2025-12-31	$37,640,442	212,023	-9.0%	Shares	Sole	2026-02-11
2025-09-30	$37,029,572	232,949	-28.8%	Shares	Sole	2025-11-10
2025-06-30	$46,056,570	326,967	-20.1%	Shares	Sole	2025-08-08
2025-03-31	$47,734,596	409,142	-19.1%	Shares	Defined	2025-05-09
2024-12-31	$63,594,204	505,840	-23.8%	Shares	Defined	2025-02-07
2024-09-30	$69,167,409	663,540	+9.8%	Shares	Sole	2024-11-08
2024-06-30	$58,714,422	604,120	+9.7%	Shares	Sole	2024-07-12
2024-03-31	$51,842,612	550,580	+154.2%	Shares	Sole	2024-05-13
2023-12-31	$20,196,085	216,580	-6.3%	Shares	Sole	2024-02-13
2023-09-30	$18,886,759	231,257	-1.5%	Shares	Sole	2023-10-18
2023-06-30	$20,054,225	234,827	+8.3%	Shares	Sole	2023-07-06
2023-03-31	$19,041,186	216,870	-5.6%	Shares	Sole	2023-04-17
2022-12-31	$19,540,996	229,840	-5.7%	Shares	Sole	2023-01-19
2022-09-30	$19,249,996	243,640	-6.0%	Shares	Sole	2022-10-13
2022-06-30	$19,710,188	259,140	+12.4%	Shares	Sole	2022-07-13
2022-03-31	$20,155,314	230,610	+1.6%	Shares	Sole	2022-04-13
2021-12-31	$22,287,228	227,050	+3.1%	Shares	Sole	2022-01-14
2021-09-30	$21,423,769	220,160	-46.3%	Shares	Sole	2021-10-13
2021-06-30	$37,572,728	409,780	-34.4%	Shares	Sole	2021-07-20
2021-03-31	$48,485,467	624,330	-23.0%	Shares	Sole	2021-04-20
2020-12-31	$55,545,620	810,530	-2.8%	Shares	Sole	2021-01-19
2020-09-30	$40,302,626	833,560	+6.2%	Shares	Sole	2020-10-13
2020-06-30	$37,902,942	784,740	+21.1%	Shares	Sole	2020-07-09
2020-03-31	$22,039,140	648,210	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.