Morgan Stanley’s VinFast Auto VFS Stock Holding History

Morgan Stanley’s Portfolio VFS Stock Details VFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.5K	Sell	11,552 -8,790	-43%	-$28.8K	﹤0.01%	6463
2025 Q4	$67.9K	Sell	20,342 -7,765	-28%	-$25.9K	﹤0.01%	6337
2025 Q3	$90.5K	Sell	28,107 -6,033	-18%	-$20.7K	﹤0.01%	6195
2025 Q2	$122K	Sell	34,140 -38,209	-53%	-$129K	﹤0.01%	6059
2025 Q1	$230K	Buy	72,349 +25,872	+56%	+$96.3K	﹤0.01%	5673
2024 Q4	$187K	Sell	46,477 -11,546	-20%	-$46.8K	﹤0.01%	5811
2024 Q3	$222K	Buy	58,023 +2,555	+5%	+$10.1K	﹤0.01%	5717
2024 Q2	$239K	Sell	55,468 -17,978	-24%	-$70K	﹤0.01%	5593
2024 Q1	$365K	Sell	73,446 -2,294,432	-97%	-$12.9M	﹤0.01%	5454
2023 Q4	$19.8M	Buy	2,367,878 +1,975,661	+504%	+$13.5M	﹤0.01%	3352
2023 Q3	$4.9M	Buy	+392,217	New	+$10.3M	﹤0.01%	3753

Other funds holding VFS

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Morgan Stanley's VFS Position: Q1 2026 in Review

Morgan Stanley reduced its VinFast Auto (VFS) stake by 43% in Q1 2026, selling an estimated $28.8K and leaving 11,552 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6463.

Morgan Stanley first reported a position in VFS in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.8M in Q4 2023. 30 funds tracked by Wall St. Rank hold VFS as of Q1 2026.

Morgan Stanley held 11,552 shares of VinFast Auto worth $44.5K as of Q1 2026.
Morgan Stanley sold 8,790 VinFast Auto shares in Q1 2026, an estimated $28.8K.
VinFast Auto made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6463 holding.
Morgan Stanley first reported a position in VinFast Auto in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's VinFast Auto position peaked at $19.8M in Q4 2023.
30 funds tracked by Wall St. Rank held VinFast Auto as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.