Morgan Stanley
SVV icon

Morgan Stanley’s Savers SVV Stock Holding History

Morgan Stanley’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46M Sell
442,433
-299,219
-40% -$2.59M ﹤0.01% 4313
2026
Q1 		$5.52M Buy
741,652
+252,346
+52% +$2.41M ﹤0.01% 4067
2025
Q4 		$4.57M Buy
489,306
+39,607
+9% +$407K ﹤0.01% 4247
2025
Q3 		$5.96M Sell
449,699
-31,046
-6% -$357K ﹤0.01% 4007
2025
Q2 		$4.9M Buy
480,745
+228,562
+91% +$2.24M ﹤0.01% 4077
2025
Q1 		$1.74M Sell
252,183
-3,457
-1% -$31.9K ﹤0.01% 4692
2024
Q4 		$2.62M Sell
255,640
-62,362
-20% -$620K ﹤0.01% 4514
2024
Q3 		$3.35M Sell
318,002
-34,312
-10% -$350K ﹤0.01% 4271
2024
Q2 		$4.31M Buy
352,314
+240,174
+214% +$3.59M ﹤0.01% 4003
2024
Q1 		$2.16M Buy
112,140
+1,967
+2% +$36.7K ﹤0.01% 4526
2023
Q4 		$1.91M Sell
110,173
-5,028
-4% -$76.1K ﹤0.01% 4528
2023
Q3 		$2.15M Buy
115,201
+94,318
+452% +$2.18M ﹤0.01% 4355
2023
Q2 		$495K Buy
+20,883
New +$487K ﹤0.01% 5219

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Morgan Stanley's SVV Position: Q2 2026 in Review

Morgan Stanley reduced its Savers (SVV) stake by 40% in Q2 2026, selling an estimated $2.59M and leaving 442,433 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #4313.

Morgan Stanley first reported a position in SVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.96M in Q3 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Morgan Stanley held 442,433 shares of Savers worth $4.46M as of Q2 2026.
  • Morgan Stanley sold 299,219 Savers shares in Q2 2026, an estimated $2.59M.
  • Savers made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4313 holding.
  • Morgan Stanley first reported a position in Savers in Q2 2023 and has held it in 13 quarters since.
  • Morgan Stanley's Savers position peaked at $5.96M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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