Silicon Valley Capital Partners’s Morgan Stanley MS Stock Holding History

Silicon Valley Capital Partners’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	$26.8K	Buy	163 +25	+18%	+$4.33K	﹤0.01%	173
2025 Q4	$24.5K	Buy	138 +1	+0.7%	+$167	﹤0.01%	169
2025 Q3	$21.8K	Buy	137 +69	+101%	+$10.2K	﹤0.01%	175
2025 Q2	$9.58K	Sell	68 -939	-93%	-$115K	﹤0.01%	213
2025 Q1	$116K	Buy	1,007 +824	+450%	+$106K	0.02%	97
2024 Q4	$23K	Buy	183 +1	+0.5%	+$123	﹤0.01%	191
2024 Q3	$18.9K	Buy	182 +2	+1%	+$201	﹤0.01%	195
2024 Q2	$17.5K	Buy	180 +2	+1%	+$190	﹤0.01%	199
2024 Q1	$16.8K	Buy	178 +1	+0.6%	+$88	﹤0.01%	189
2023 Q4	$16.5K	Buy	177 +2	+1%	+$160	﹤0.01%	203
2023 Q3	$14.3K	Buy	175 +2	+1%	+$174	﹤0.01%	167
2023 Q2	$14.8K	Buy	+173	New	+$14.8K	﹤0.01%	163
2023 Q1	–	Sell	-741	Closed	-$63K	–	292
2022 Q4	$63K	Buy	+741	New	+$63.2K	0.01%	95

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Silicon Valley Capital Partners's MS Position: Q1 2026 in Review

Silicon Valley Capital Partners increased its Morgan Stanley (MS) stake by 18% in Q1 2026, buying an estimated $4.33K and bringing the position to 163 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Silicon Valley Capital Partners first reported a position in MS in Q4 2022 and has held it in 13 quarters since. The position peaked at $116K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Silicon Valley Capital Partners held 163 shares of Morgan Stanley worth $26.8K as of Q1 2026.
Silicon Valley Capital Partners bought 25 Morgan Stanley shares in Q1 2026, an estimated $4.33K.
Morgan Stanley made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #173 holding.
Silicon Valley Capital Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
Silicon Valley Capital Partners's Morgan Stanley position peaked at $116K in Q1 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.