Morgan Stanley
ZSQR

Morgan Stanley’s Z Squared Inc ZSQR Stock Holding History

Morgan Stanley’s Portfolio ZSQR Stock Details ZSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Buy
16,695
+16,494
+8,206% +$202K ﹤0.01% 6004
2026
Q1 		$2.25K Buy
201
+1
+0.5% +$13 ﹤0.01% 7313
2025
Q4 		$2.85K Hold
200
– – ﹤0.01% 7177
2025
Q3 		$3.49K Buy
+200
New +$2.42K ﹤0.01% 7178
2023
Q1 		– Sell
-2,106
Closed -$64.5K – 7733
2022
Q4 		$64.5K Buy
+2,106
New +$187K ﹤0.01% 6178

Other funds holding ZSQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley's ZSQR Position: Q2 2026 in Review

Morgan Stanley increased its Z Squared Inc (ZSQR) stake by 8,206% in Q2 2026, buying an estimated $202K and bringing the position to 16,695 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #6004.

Morgan Stanley first reported a position in ZSQR in Q4 2022 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold ZSQR as of Q2 2026.

  • Morgan Stanley held 16,695 shares of Z Squared Inc worth $177K as of Q2 2026.
  • Morgan Stanley bought 16,494 Z Squared Inc shares in Q2 2026, an estimated $202K.
  • Z Squared Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6004 holding.
  • Morgan Stanley first reported a position in Z Squared Inc in Q4 2022 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Z Squared Inc as of Q2 2026.

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