KBC Group NV MS MORGAN STANLEY COM NEW

Ownership history in KBC Group NV  ·  72 quarters on record

AI Ownership Summary

KBC Group NV reported MORGAN STANLEY COM NEW (MS) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2026 Q1. The latest visible filing shows MS at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KBC Group NV's position in MORGAN STANLEY COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MS was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KBC Group NV held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,814,373 +3,002 +0.2% 0.75% $299K 2026-05-07 $190.17
2025 Q4 ADDED 1,811,371 +11,746 +0.7% 0.73% $321.6M 2026-01-26 $179.92
2025 Q2 ADDED 1,799,625 +1,317,905 +273.6% 0.68% $253.5M 2025-08-08 $140.78
2025 Q1 REDUCED 38.2% +21.7% 481,720 -297,210 -38.2% 0.17% $56.2M 2025-04-25 $112.37
2024 Q4 ADDED 778,930 +341,894 +78.2% 0.27% $97.9M 2025-01-22 $130.87
2024 Q3 ADDED 437,036 +121,788 +38.6% 0.14% $45.6M 2024-11-06 $126.53
2024 Q2 ADDED 315,248 +4,327 +1.4% 0.09% $30.6M 2024-07-17 $101.21
2024 Q1 REDUCED 50.5% +6.3% 310,921 -316,599 -50.5% 0.09% $29.3M 2024-05-08 $90.49
2023 Q4 ADDED 627,520 +25,795 +4.3% 0.21% $58.5M 2024-02-13 $78.72
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KBC Group NV and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has KBC Group NV reported owning MS?

KBC Group NV reported MS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MS position in KBC Group NV's portfolio?

The largest reported portfolio weight for MS was 0.75% in 2026 Q1.

What is the latest reported MS position on this page?

The most recent filing on this page is 2026 Q1, when KBC Group NV reported 1,814,373 shares, equal to 0.75% of portfolio, with an estimated market value of $299K.

What does the chart on this MS ownership page compare?

The chart compares KBC Group NV's quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KBC Group NV time their MS position?

Based on 13F filing dates vs. subsequent MS price moves, KBC Group NV correctly timed 36 out of 69 reported position changes (52%). The annualised alpha on MS relative to SPY over the holding period was -0.6%.

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