Morgan Stanley
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Morgan Stanley’s Invesco Municipal Trust VKQ Stock Holding History

Morgan Stanley’s Portfolio VKQ Stock Details VKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Buy
1,889,528
+274,764
+17% +$2.68M ﹤0.01% 3056
2025
Q4 		$15.6M Buy
1,614,764
+354,100
+28% +$3.42M ﹤0.01% 3164
2025
Q3 		$12.2M Buy
1,260,664
+231,449
+22% +$2.14M ﹤0.01% 3370
2025
Q2 		$9.42M Buy
1,029,215
+129,225
+14% +$1.2M ﹤0.01% 3501
2025
Q1 		$8.68M Buy
899,990
+72,703
+9% +$716K ﹤0.01% 3469
2024
Q4 		$8.12M Buy
827,287
+18,818
+2% +$189K ﹤0.01% 3576
2024
Q3 		$8.29M Buy
808,469
+159,226
+25% +$1.61M ﹤0.01% 3573
2024
Q2 		$6.47M Buy
649,243
+27,120
+4% +$261K ﹤0.01% 3679
2024
Q1 		$6.03M Sell
622,123
-600,821
-49% -$5.73M ﹤0.01% 3769
2023
Q4 		$11.7M Sell
1,222,944
-54,528
-4% -$481K ﹤0.01% 3796
2023
Q3 		$10.7M Buy
1,277,472
+10,130
+0.8% +$93K ﹤0.01% 3078
2023
Q2 		$12M Sell
1,267,342
-14,553
-1% -$138K ﹤0.01% 3003
2023
Q1 		$12.7M Buy
1,281,895
+15,751
+1% +$154K ﹤0.01% 2908
2022
Q4 		$12.5M Buy
1,266,144
+257,602
+26% +$2.4M ﹤0.01% 2844
2022
Q3 		$9.22M Buy
1,008,542
+86,998
+9% +$885K ﹤0.01% 3067
2022
Q2 		$9.36M Buy
921,544
+368,482
+67% +$3.83M ﹤0.01% 3132
2022
Q1 		$6.37M Sell
553,062
-539
-0.1% -$6.44K ﹤0.01% 3419
2021
Q4 		$7.43M Buy
553,601
+28,735
+5% +$383K ﹤0.01% 3292
2021
Q3 		$7.03M Sell
524,866
-53,429
-9% -$738K ﹤0.01% 3324
2021
Q2 		$7.93M Buy
578,295
+20,123
+4% +$271K ﹤0.01% 3262
2021
Q1 		$7.37M Buy
558,172
+8,225
+1% +$107K ﹤0.01% 2991
2020
Q4 		$7.05M Sell
549,947
-11,443
-2% -$142K ﹤0.01% 2885
2020
Q3 		$6.74M Buy
561,390
+12,249
+2% +$150K ﹤0.01% 2419
2020
Q2 		$6.46M Buy
549,141
+17,076
+3% +$197K ﹤0.01% 2412
2020
Q1 		$6.22M Sell
532,065
-92,370
-15% -$1.14M ﹤0.01% 2241
2019
Q4 		$7.72M Buy
624,435
+84,417
+16% +$1.04M ﹤0.01% 2706
2019
Q3 		$6.81M Buy
540,018
+74,944
+16% +$945K ﹤0.01% 2539
2019
Q2 		$5.73M Sell
465,074
-3,807
-0.8% -$46.1K ﹤0.01% 2786
2019
Q1 		$5.65M Buy
468,881
+5,321
+1% +$62.7K ﹤0.01% 2594
2018
Q4 		$5.16M Buy
463,560
+68,018
+17% +$756K ﹤0.01% 2875
2018
Q3 		$4.56M Buy
395,542
+28,069
+8% +$331K ﹤0.01% 3281
2018
Q2 		$4.34M Buy
367,473
+18,847
+5% +$221K ﹤0.01% 3312
2018
Q1 		$4.08M Buy
348,626
+2,642
+0.8% +$31.7K ﹤0.01% 3251
2017
Q4 		$4.33M Buy
345,984
+30,766
+10% +$384K ﹤0.01% 3273
2017
Q3 		$4.03M Buy
315,218
+23,691
+8% +$305K ﹤0.01% 3206
2017
Q2 		$3.74M Buy
291,527
+22,506
+8% +$286K ﹤0.01% 3183
2017
Q1 		$3.37M Sell
269,021
-34,466
-11% -$430K ﹤0.01% 3306
2016
Q4 		$3.72M Buy
303,487
+25,121
+9% +$316K ﹤0.01% 3305
2016
Q3 		$3.84M Sell
278,366
-38,071
-12% -$530K ﹤0.01% 2928
2016
Q2 		$4.5M Buy
316,437
+25,742
+9% +$350K ﹤0.01% 2720
2016
Q1 		$3.87M Sell
290,695
-70,239
-19% -$915K ﹤0.01% 2763
2015
Q4 		$4.61M Sell
360,934
-90,039
-20% -$1.13M ﹤0.01% 2742
2015
Q3 		$5.54M Sell
450,973
-48,907
-10% -$592K ﹤0.01% 2562
2015
Q2 		$6.01M Buy
499,880
+33,240
+7% +$411K ﹤0.01% 2625
2015
Q1 		$5.97M Buy
466,640
+92,282
+25% +$1.19M ﹤0.01% 2591
2014
Q4 		$4.74M Buy
374,358
+1,104
+0.3% +$13.9K ﹤0.01% 2775
2014
Q3 		$4.68M Sell
373,254
-112,799
-23% -$1.4M ﹤0.01% 2684
2014
Q2 		$6.08M Sell
486,053
-17,031
-3% -$210K ﹤0.01% 2485
2014
Q1 		$6.09M Buy
503,084
+22,898
+5% +$276K ﹤0.01% 2388
2013
Q4 		$5.57M Buy
480,186
+34,226
+8% +$392K ﹤0.01% 2471
2013
Q3 		$5.22M Buy
445,960
+109,770
+33% +$1.27M ﹤0.01% 2386
2013
Q2 		$4.25M Buy
+336,190
New +$4.6M ﹤0.01% 2487

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley's VKQ Position: Q1 2026 in Review

Morgan Stanley increased its Invesco Municipal Trust (VKQ) stake by 17% in Q1 2026, buying an estimated $2.68M and bringing the position to 1,889,528 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Morgan Stanley first reported a position in VKQ in Q2 2013 and has held it in 52 quarters since. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Morgan Stanley held 1,889,528 shares of Invesco Municipal Trust worth $18M as of Q1 2026.
  • Morgan Stanley bought 274,764 Invesco Municipal Trust shares in Q1 2026, an estimated $2.68M.
  • Invesco Municipal Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3056 holding.
  • Morgan Stanley first reported a position in Invesco Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

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