VFG
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Valley Financial Group’s Morgan Stanley MS Stock Holding History

Valley Financial Group’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 		– Sell
-1,543
Closed -$254K – 65
2026
Q1 		$254K Sell
1,543
-4
-0.3% -$693 0.14% 53
2025
Q4 		$275K Sell
1,547
-15
-1% -$2.5K 0.15% 51
2025
Q3 		$248K Hold
1,562
– – 0.14% 54
2025
Q2 		$220K Buy
+1,562
New +$192K 0.13% 55

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 $3.37T AUM 44.26% 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

Valley Financial Group's MS Position: Q2 2026 in Review

Valley Financial Group sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,543 shares — an estimated $254K sold.

Valley Financial Group first reported a position in MS in Q2 2025 and held it in 4 quarters. The position peaked at $275K in Q4 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Valley Financial Group reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Valley Financial Group sold 1,543 Morgan Stanley shares in Q2 2026, an estimated $254K.
  • Valley Financial Group first reported a position in Morgan Stanley in Q2 2025 and held it in 4 quarters.
  • Valley Financial Group's Morgan Stanley position peaked at $275K in Q4 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.