VVP
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Venture Visionary Partners’s Morgan Stanley MS Stock Holding History

Venture Visionary Partners’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 		$17M Buy
81,473
+7,162
+10% +$1.42M 0.47% 52
2026
Q1 		$12.2M Buy
74,311
+8,118
+12% +$1.41M 0.41% 64
2025
Q4 		$11.8M Buy
66,193
+929
+1% +$155K 0.38% 71
2025
Q3 		$10.4M Buy
65,264
+1,891
+3% +$279K 0.36% 73
2025
Q2 		$8.93M Buy
63,373
+42,404
+202% +$5.21M 0.34% 74
2025
Q1 		$2.45M Sell
20,969
-1,286
-6% -$166K 0.1% 174
2024
Q4 		$2.8M Sell
22,255
-694
-3% -$85.5K 0.12% 159
2024
Q3 		$2.39M Sell
22,949
-1,609
-7% -$162K 0.1% 170
2024
Q2 		$2.39M Buy
24,558
+1,472
+6% +$140K 0.11% 171
2024
Q1 		$2.17M Sell
23,086
-3,676
-14% -$324K 0.1% 185
2023
Q4 		$2.5M Buy
26,762
+269
+1% +$21.5K 0.13% 157
2023
Q3 		$2.16M Sell
26,493
-10
-0% -$868 0.13% 149
2023
Q2 		$2.26M Buy
26,503
+807
+3% +$69K 0.13% 147
2023
Q1 		$2.26M Sell
25,696
-1,380
-5% -$129K 0.14% 138
2022
Q4 		$2.3M Sell
27,076
-125
-0.5% -$10.7K 0.17% 122
2022
Q3 		$2.15M Sell
27,201
-1,396
-5% -$118K 0.17% 118
2022
Q2 		$2.18M Buy
28,597
+422
+1% +$34.6K 0.17% 114
2022
Q1 		$2.46M Sell
28,175
-619
-2% -$59.7K 0.16% 119
2021
Q4 		$2.83M Buy
28,794
+846
+3% +$84.3K 0.18% 110
2021
Q3 		$2.72M Buy
27,948
+99
+0.4% +$9.81K 0.19% 111
2021
Q2 		$2.55M Buy
27,849
+11,541
+71% +$990K 0.2% 106
2021
Q1 		$1.27M Buy
16,308
+3,596
+28% +$276K 0.11% 174
2020
Q4 		$871K Buy
+12,712
New +$729K 0.1% 176

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

Venture Visionary Partners's MS Position: Q2 2026 in Review

Venture Visionary Partners increased its Morgan Stanley (MS) stake by 9.6% in Q2 2026, buying an estimated $1.42M and bringing the position to 81,473 shares worth $17M. The position accounts for 0.47% of the portfolio, ranked #52.

Venture Visionary Partners first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Venture Visionary Partners held 81,473 shares of Morgan Stanley worth $17M as of Q2 2026.
  • Venture Visionary Partners bought 7,162 Morgan Stanley shares in Q2 2026, an estimated $1.42M.
  • Morgan Stanley made up 0.47% of Venture Visionary Partners's portfolio in Q2 2026, its #52 holding.
  • Venture Visionary Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.