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DV Equities’s Morgan Stanley MS Stock Holding History

DV Equities’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 		$301K Buy
+1,698
New +$283K 0.05% 97

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DV Equities's MS Position: Q4 2025 in Review

DV Equities opened a new position in Morgan Stanley (MS) in Q4 2025: 1,698 shares worth $301K. The stake represents 0.05% of the portfolio and ranks #97 among its holdings.

2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • DV Equities held 1,698 shares of Morgan Stanley worth $301K as of Q4 2025.
  • Morgan Stanley was a new DV Equities position in Q4 2025.
  • Morgan Stanley made up 0.05% of DV Equities's portfolio in Q4 2025, its #97 holding.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.