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
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 Sell
112,140
-108,206
-49% -$2.02M ﹤0.01% 4526
2023
Q4 		$3.83M Buy
220,346
+105,145
+91% +$1.59M ﹤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
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM