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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Valley Financial Group's MS Position: Q1 2026 in Review

Valley Financial Group reduced its Morgan Stanley (MS) stake by 0.26% in Q1 2026, selling an estimated $693 and leaving 1,543 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #53.

Valley Financial Group first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Valley Financial Group held 1,543 shares of Morgan Stanley worth $254K as of Q1 2026.
  • Valley Financial Group sold 4 Morgan Stanley shares in Q1 2026, an estimated $693.
  • Morgan Stanley made up 0.14% of Valley Financial Group's portfolio in Q1 2026, its #53 holding.
  • Valley Financial Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Valley Financial Group's Morgan Stanley position peaked at $275K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.