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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
Q2 		$411K Sell
1,965
-375
-16% -$74.3K 0.11% 84
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 $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

Van Strum & Towne's MS Position: Q2 2026 in Review

Van Strum & Towne reduced its Morgan Stanley (MS) stake by 16% in Q2 2026, selling an estimated $74.3K and leaving 1,965 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #84.

Van Strum & Towne first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $415K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Van Strum & Towne held 1,965 shares of Morgan Stanley worth $411K as of Q2 2026.
  • Van Strum & Towne sold 375 Morgan Stanley shares in Q2 2026, an estimated $74.3K.
  • Morgan Stanley made up 0.11% of Van Strum & Towne's portfolio in Q2 2026, its #84 holding.
  • Van Strum & Towne first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • Van Strum & Towne's Morgan Stanley position peaked at $415K in Q4 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.