Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$192,194,511
+$74,733,991 QoQ
Shares Held
919,415
+28.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#119
of 2,736 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pictet Asset Management Holding SA holds $616,541,953 across 35 Capital Markets names. MS ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
196,730 | $198,966,820 | |
| 2 | MS |
Morgan Stanley
This page
|
919,415 | $192,194,511 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,035,288 | $95,526,023 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
323,776 | $32,468,257 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
232,461 | $20,233,405 | |
| 6 | FUTU |
Futu Holdings Ltd
|
190,472 | $17,854,845 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
39,492 | $11,124,106 | |
| 8 | XP |
XP Inc.
|
535,592 | $8,708,725 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,194,511 | 919,415 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $117,460,520 | 713,742 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $147,956,875 | 833,419 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $128,814,984 | 810,361 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $111,271,934 | 789,947 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,913,071 | 796,375 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $107,384,115 | 854,153 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $76,866,471 | 737,399 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,888,077 | 626,485 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,141,121 | 638,712 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $60,997,436 | 654,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $52,891,207 | 647,621 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||