Morgan Stanley
AIO

Morgan Stanley’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Morgan Stanley’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9M Buy
1,102,313
+17,534
+2% +$449K ﹤0.01% 2694
2026
Q1 		$23.2M Buy
1,084,779
+8,373
+0.8% +$188K ﹤0.01% 2813
2025
Q4 		$23.4M Sell
1,076,406
-87,910
-8% -$2.05M ﹤0.01% 2781
2025
Q3 		$28M Sell
1,164,316
-22,221
-2% -$543K ﹤0.01% 2563
2025
Q2 		$29.4M Buy
1,186,537
+9,385
+0.8% +$207K ﹤0.01% 2430
2025
Q1 		$24.3M Sell
1,177,152
-51,774
-4% -$1.22M ﹤0.01% 2495
2024
Q4 		$30.3M Buy
1,228,926
+84,337
+7% +$1.97M ﹤0.01% 2329
2024
Q3 		$25.1M Sell
1,144,589
-5,835
-0.5% -$124K ﹤0.01% 2563
2024
Q2 		$25M Buy
1,150,424
+311,895
+37% +$6.24M ﹤0.01% 2424
2024
Q1 		$16.8M Buy
838,529
+152,921
+22% +$2.91M ﹤0.01% 2884
2023
Q4 		$11.9M Buy
685,608
+53,913
+9% +$897K ﹤0.01% 3172
2023
Q3 		$10.4M Sell
631,695
-5,921
-0.9% -$107K ﹤0.01% 3093
2023
Q2 		$11.7M Sell
637,616
-150,764
-19% -$2.58M ﹤0.01% 3020
2023
Q1 		$13.7M Sell
788,380
-6,652
-0.8% -$113K ﹤0.01% 2843
2022
Q4 		$12.9M Sell
795,032
-134,858
-15% -$2.22M ﹤0.01% 2815
2022
Q3 		$14.5M Buy
929,890
+2,427
+0.3% +$41.8K ﹤0.01% 2560
2022
Q2 		$15M Buy
927,463
+173,481
+23% +$3.2M ﹤0.01% 2598
2022
Q1 		$16.5M Sell
753,982
-36,204
-5% -$812K ﹤0.01% 2336
2021
Q4 		$19.6M Sell
790,186
-14,503
-2% -$394K ﹤0.01% 2168
2021
Q3 		$21.5M Sell
804,689
-25,830
-3% -$707K ﹤0.01% 2015
2021
Q2 		$23M Sell
830,519
-3,728
-0.4% -$101K ﹤0.01% 1998
2021
Q1 		$22.2M Sell
834,247
-2,026
-0.2% -$56K ﹤0.01% 1812
2020
Q4 		$22.1M Buy
836,273
+101,004
+14% +$2.4M ﹤0.01% 1711
2020
Q3 		$15.9M Buy
735,269
+66,038
+10% +$1.39M ﹤0.01% 1649
2020
Q2 		$13.2M Buy
669,231
+201,944
+43% +$3.66M ﹤0.01% 1724
2020
Q1 		$7.48M Buy
467,287
+341,220
+271% +$6.31M ﹤0.01% 2055
2019
Q4 		$2.53M Buy
+126,067
New +$2.52M ﹤0.01% 3851

Other funds holding AIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's AIO Position: Q2 2026 in Review

Morgan Stanley increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 1.6% in Q2 2026, buying an estimated $449K and bringing the position to 1,102,313 shares worth $30.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Morgan Stanley first reported a position in AIO in Q4 2019 and has held it in 27 quarters since. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Morgan Stanley held 1,102,313 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $30.9M as of Q2 2026.
  • Morgan Stanley bought 17,534 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $449K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2694 holding.
  • Morgan Stanley first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • 84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.