Morgan Stanley’s ZeroStack Corp ZSTK Stock Holding History

Morgan Stanley’s Portfolio ZSTK Stock Details ZSTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07K	Sell	173 -1	-0.6%	-$8	﹤0.01%	7424
2025 Q4	$1.09K	Sell	174 -127	-42%	-$1.41K	﹤0.01%	7347
2025 Q3	$5.2K	Sell	301 -1	-0.3%	-$23	﹤0.01%	7076
2025 Q2	$6.83K	Hold	302	–	–	﹤0.01%	6951
2025 Q1	$7.13K	Hold	302	–	–	﹤0.01%	6902
2024 Q4	$12.1K	Buy	302 +128	+74%	+$7.43K	﹤0.01%	6736
2024 Q3	$10.4K	Buy	174 +167	+2,386%	+$6.86K	﹤0.01%	6710
2024 Q2	$281	Hold	7	–	–	﹤0.01%	7276
2024 Q1	$637	Sell	7 -7	-50%	-$346	﹤0.01%	7218
2023 Q4	$746	Buy	14 +7	+100%	+$276	﹤0.01%	7240
2023 Q3	$321	Buy	7 +4	+133%	+$363	﹤0.01%	7352
2023 Q2	$262	Buy	+3	New	+$484	﹤0.01%	7431
2022 Q3	–	Sell	-10	Closed	-$5K	–	7751
2022 Q2	$5K	Buy	+10	New	+$9.48K	﹤0.01%	7397
2022 Q1	–	Sell	-137	Closed	-$190K	–	8008
2021 Q4	$190K	Buy	137 +126	+1,145%	+$345K	﹤0.01%	6103
2021 Q3	$50K	Buy	11 +2	+22%	+$11.7K	﹤0.01%	6725
2021 Q2	$27K	Buy	+9	New	+$26K	﹤0.01%	6898

Other funds holding ZSTK

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Morgan Stanley's ZSTK Position: Q1 2026 in Review

Morgan Stanley reduced its ZeroStack Corp (ZSTK) stake by 0.57% in Q1 2026, selling an estimated $8 and leaving 173 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #7424.

Morgan Stanley first reported a position in ZSTK in Q2 2021 and has held it in 16 quarters since. The position peaked at $190K in Q4 2021. 10 funds tracked by Wall St. Rank hold ZSTK as of Q1 2026.

Morgan Stanley held 173 shares of ZeroStack Corp worth $1.07K as of Q1 2026.
Morgan Stanley sold 1 ZeroStack Corp share in Q1 2026, an estimated $8.
ZeroStack Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7424 holding.
Morgan Stanley first reported a position in ZeroStack Corp in Q2 2021 and has held it in 16 quarters since.
Morgan Stanley's ZeroStack Corp position peaked at $190K in Q4 2021.
10 funds tracked by Wall St. Rank held ZeroStack Corp as of Q1 2026.

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