Morgan Stanley
VSEE

Morgan Stanley’s VSEE HEALTH INC VSEE Stock Holding History

Morgan Stanley’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,000
Closed -$4.64K – 8419
2025
Q2 		$4.64K Hold
4,000
– – ﹤0.01% 7056
2025
Q1 		$4.8K Hold
4,000
– – ﹤0.01% 7003
2024
Q4 		$5.44K Buy
+4,000
New +$5.95K ﹤0.01% 6990

Other funds holding VSEE

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's VSEE Position: Q3 2025 in Review

Morgan Stanley sold out of VSEE HEALTH INC (VSEE) in Q3 2025, closing a stake of 4,000 shares — an estimated $4.64K sold.

Morgan Stanley first reported a position in VSEE in Q4 2024 and held it in 3 quarters. The position peaked at $5.44K in Q4 2024. 13 funds tracked by Wall St. Rank hold VSEE as of Q3 2025.

  • Morgan Stanley reported no remaining VSEE HEALTH INC position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 4,000 VSEE HEALTH INC shares in Q3 2025, an estimated $4.64K.
  • Morgan Stanley first reported a position in VSEE HEALTH INC in Q4 2024 and held it in 3 quarters.
  • Morgan Stanley's VSEE HEALTH INC position peaked at $5.44K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held VSEE HEALTH INC as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.