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QVR’s Morgan Stanley MS Stock Holding History

QVR’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,845
Closed -$666K – 199
2025
Q4 		$683K Sell
3,845
-105
-3% -$17.5K 0.03% 56
2025
Q3 		$628K Buy
+3,950
New +$583K 0.08% 42
2023
Q1 		– Sell
-129
Closed -$11K – 114
2022
Q4 		$11K Sell
129
-4,779
-97% -$407K ﹤0.01% 189
2022
Q3 		$388K Buy
4,908
+4,282
+684% +$361K 0.03% 260
2022
Q2 		$48K Sell
626
-7,457
-92% -$611K ﹤0.01% 326
2022
Q1 		$706K Buy
+8,083
New +$780K 0.03% 240
2021
Q4 		– Sell
-4,741
Closed -$461K – 208
2021
Q3 		$461K Buy
+4,741
New +$470K 0.03% 246
2021
Q2 		– Sell
-1,105
Closed -$94.7K – 289
2021
Q1 		$86K Buy
+1,105
New +$84.7K 0.01% 191

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QVR's MS Position: Q1 2026 in Review

QVR sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,845 shares — an estimated $666K sold.

QVR first reported a position in MS in Q1 2021 and held it in 8 quarters. The position peaked at $706K in Q1 2022. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • QVR reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • QVR sold 3,845 Morgan Stanley shares in Q1 2026, an estimated $666K.
  • QVR first reported a position in Morgan Stanley in Q1 2021 and held it in 8 quarters.
  • QVR's Morgan Stanley position peaked at $706K in Q1 2022.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on QVR's 13F filing for Q1 2026, filed 15 Apr 2026.