United Bank (Virginia)’s Morgan Stanley MS Stock Holding History

United Bank (Virginia)’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 Q2	$774K	Sell	3,703 -33	-0.9%	-$6.54K	0.09%	87
2026 Q1	$615K	Sell	3,736 -764	-17%	-$132K	0.08%	88
2025 Q4	$799K	Hold	4,500	–	–	0.11%	77
2025 Q3	$715K	Hold	4,500	–	–	0.09%	79
2025 Q2	$634K	Hold	4,500	–	–	0.08%	85
2025 Q1	$525K	Buy	4,500 +2,500	+125%	+$322K	0.07%	97
2024 Q4	$251K	Hold	2,000	–	–	0.03%	118
2024 Q3	$208K	Buy	+2,000	New	+$201K	0.02%	131
2024 Q2	–	Sell	-2,242	Closed	-$211K	–	148
2024 Q1	$211K	Hold	2,242	–	–	0.03%	136
2023 Q4	$209K	Buy	+2,242	New	+$179K	0.03%	138
2023 Q2	–	Sell	-3,746	Closed	-$329K	–	162
2023 Q1	$329K	Buy	3,746 +242	+7%	+$22.6K	0.04%	117
2022 Q4	$298K	Buy	3,504 +100	+3%	+$8.52K	0.04%	120
2022 Q3	$269K	Buy	+3,404	New	+$287K	0.04%	129

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

United Bank (Virginia)'s MS Position: Q2 2026 in Review

United Bank (Virginia) reduced its Morgan Stanley (MS) stake by 0.88% in Q2 2026, selling an estimated $6.54K and leaving 3,703 shares worth $774K. The position accounts for 0.09% of the portfolio, ranked #87.

United Bank (Virginia) first reported a position in MS in Q3 2022 and has held it in 13 quarters since. The position peaked at $799K in Q4 2025. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

United Bank (Virginia) held 3,703 shares of Morgan Stanley worth $774K as of Q2 2026.
United Bank (Virginia) sold 33 Morgan Stanley shares in Q2 2026, an estimated $6.54K.
Morgan Stanley made up 0.09% of United Bank (Virginia)'s portfolio in Q2 2026, its #87 holding.
United Bank (Virginia) first reported a position in Morgan Stanley in Q3 2022 and has held it in 13 quarters since.
United Bank (Virginia)'s Morgan Stanley position peaked at $799K in Q4 2025.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.