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Vaughan David Investments’s Morgan Stanley MS Stock Holding History

Vaughan David Investments’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 		$207K Buy
+989
New +$196K ﹤0.01% 240
2025
Q1 		– Sell
-1,606
Closed -$202K – 217
2024
Q4 		$202K Buy
+1,606
New +$198K ﹤0.01% 209

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 $3.38T AUM 44.17% 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

Vaughan David Investments's MS Position: Q2 2026 in Review

Vaughan David Investments opened a new position in Morgan Stanley (MS) in Q2 2026: 989 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings. This is a return to the name: Vaughan David Investments previously reported a position in MS as recently as Q4 2024.

Vaughan David Investments first reported a position in MS in Q4 2024 and has held it in 2 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vaughan David Investments held 989 shares of Morgan Stanley worth $207K as of Q2 2026.
  • Morgan Stanley was a new Vaughan David Investments position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Vaughan David Investments's portfolio in Q2 2026, its #240 holding.
  • Vaughan David Investments first reported a position in Morgan Stanley in Q4 2024 and has held it in 2 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.