VST
MS icon

Van Strum & Towne’s Morgan Stanley MS Stock Holding History

Van Strum & Towne’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 		$385K Hold
2,340
– – 0.11% 85
2025
Q4 		$415K Hold
2,340
– – 0.12% 82
2025
Q3 		$372K Hold
2,340
– – 0.11% 88
2025
Q2 		$330K Hold
2,340
– – 0.1% 91
2025
Q1 		$273K Buy
+2,340
New +$302K 0.09% 101

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

Van Strum & Towne's MS Position: Q1 2026 in Review

Van Strum & Towne held its Morgan Stanley (MS) position steady in Q1 2026 at 2,340 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #85.

Van Strum & Towne first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Van Strum & Towne held 2,340 shares of Morgan Stanley worth $385K as of Q1 2026.
  • Van Strum & Towne left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.11% of Van Strum & Towne's portfolio in Q1 2026, its #85 holding.
  • Van Strum & Towne first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Van Strum & Towne's Morgan Stanley position peaked at $415K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.