UF
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Univest Financial’s Morgan Stanley MS Stock Holding History

Univest Financial’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 		$582K Buy
2,783
+329
+13% +$65.2K 0.03% 190
2026
Q1 		$404K Sell
2,454
-33
-1% -$5.71K 0.02% 212
2025
Q4 		$441K Hold
2,487
– – 0.02% 204
2025
Q3 		$395K Buy
2,487
+7
+0.3% +$1.03K 0.02% 206
2025
Q2 		$349K Buy
2,480
+7
+0.3% +$860 0.02% 214
2025
Q1 		$288K Buy
2,473
+2
+0.1% +$258 0.02% 239
2024
Q4 		$311K Buy
2,471
+8
+0.3% +$985 0.02% 239
2024
Q3 		$257K Buy
+2,463
New +$248K 0.02% 250
2022
Q4 		– Sell
-2,663
Closed -$210K – 110
2022
Q3 		$210K Hold
2,663
– – 0.07% 98
2022
Q2 		$203K Sell
2,663
-144
-5% -$11.8K 0.07% 99
2022
Q1 		$245K Buy
2,807
+94
+3% +$9.07K 0.07% 99
2021
Q4 		$266K Buy
2,713
+156
+6% +$15.5K 0.07% 97
2021
Q3 		$249K Buy
2,557
+50
+2% +$4.95K 0.07% 95
2021
Q2 		$230K Buy
+2,507
New +$215K 0.06% 105
2014
Q4 		– Sell
-5,887
Closed -$204K – 87
2014
Q3 		$204K Buy
+5,887
New +$196K 0.1% 79

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Univest Financial's MS Position: Q2 2026 in Review

Univest Financial increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $65.2K and bringing the position to 2,783 shares worth $582K. The position accounts for 0.03% of the portfolio, ranked #190.

Univest Financial first reported a position in MS in Q3 2014 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Univest Financial held 2,783 shares of Morgan Stanley worth $582K as of Q2 2026.
  • Univest Financial bought 329 Morgan Stanley shares in Q2 2026, an estimated $65.2K.
  • Morgan Stanley made up 0.03% of Univest Financial's portfolio in Q2 2026, its #190 holding.
  • Univest Financial first reported a position in Morgan Stanley in Q3 2014 and has held it in 15 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.