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 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

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

V-Square Quantitative Management's MS Position: Q1 2026 in Review

V-Square Quantitative Management reduced its Morgan Stanley (MS) stake by 0.81% in Q1 2026, selling an estimated $54.5K and leaving 38,710 shares worth $6.37M. The position accounts for 0.67% of the portfolio, ranked #15.

V-Square Quantitative Management first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.93M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

V-Square Quantitative Management held 38,710 shares of Morgan Stanley worth $6.37M as of Q1 2026.
V-Square Quantitative Management sold 315 Morgan Stanley shares in Q1 2026, an estimated $54.5K.
Morgan Stanley made up 0.67% of V-Square Quantitative Management's portfolio in Q1 2026, its #15 holding.
V-Square Quantitative Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
V-Square Quantitative Management's Morgan Stanley position peaked at $6.93M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.