Vantus Wealth’s Morgan Stanley MS Stock Holding History

Vantus Wealth’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	$576K	Buy	+2,754	New	+$545K	0.31%	101
2025 Q4	$322K	Buy	+1,816	New	+$303K	0.24%	137

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vantus Wealth's MS Position: Q2 2026 in Review

Vantus Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 2,754 shares worth $576K. The stake represents 0.31% of the portfolio and ranks #101 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in MS as recently as Q4 2025.

Vantus Wealth first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Vantus Wealth held 2,754 shares of Morgan Stanley worth $576K as of Q2 2026.
Morgan Stanley was a new Vantus Wealth position in Q2 2026.
Morgan Stanley made up 0.31% of Vantus Wealth's portfolio in Q2 2026, its #101 holding.
Vantus Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.