V-Square Quantitative Management
MS icon

V-Square Quantitative Management’s Morgan Stanley MS Stock Holding History

V-Square Quantitative Management’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
Q3 		$4.45M Buy
23,660
+663
+3% +$141K 0.41% 31
2026
Q2 		$4.81M Sell
22,997
-15,713
-41% -$3.11M 0.46% 29
2026
Q1 		$6.37M Sell
38,710
-315
-0.8% -$54.5K 0.67% 15
2025
Q4 		$6.93M Sell
39,025
-445
-1% -$74.2K 0.72% 13
2025
Q3 		$6.27M Buy
39,470
+1,686
+4% +$249K 1.06% 15
2025
Q2 		$5.32M Sell
37,784
-192
-0.5% -$23.6K 0.71% 18
2025
Q1 		$4.43M Buy
37,976
+1,262
+3% +$163K 0.65% 20
2024
Q4 		$4.62M Buy
36,714
+3,471
+10% +$427K 0.65% 20
2024
Q3 		$3.47M Buy
33,243
+4,350
+15% +$438K 0.51% 30
2024
Q2 		$2.81M Buy
28,893
+12,793
+79% +$1.22M 0.46% 28
2024
Q1 		$1.52M Hold
16,100
– – 0.21% 71
2023
Q4 		$1.5M Buy
16,100
+5,521
+52% +$442K 0.27% 47
2023
Q3 		$864K Buy
10,579
+2,817
+36% +$245K 0.38% 45
2023
Q2 		$663K Sell
7,762
-407
-5% -$34.8K 0.48% 39
2023
Q1 		$717K Buy
+8,169
New +$762K 0.66% 37

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

V-Square Quantitative Management's MS Position: Q3 2026 in Review

V-Square Quantitative Management increased its Morgan Stanley (MS) stake by 2.9% in Q3 2026, buying an estimated $141K and bringing the position to 23,660 shares worth $4.45M. The position accounts for 0.41% of the portfolio, ranked #31.

V-Square Quantitative Management first reported a position in MS in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.93M in Q4 2025. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • V-Square Quantitative Management held 23,660 shares of Morgan Stanley worth $4.45M as of Q3 2026.
  • V-Square Quantitative Management bought 663 Morgan Stanley shares in Q3 2026, an estimated $141K.
  • Morgan Stanley made up 0.41% of V-Square Quantitative Management's portfolio in Q3 2026, its #31 holding.
  • V-Square Quantitative Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 15 quarters since.
  • V-Square Quantitative Management's Morgan Stanley position peaked at $6.93M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.