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
Q3 		$16.3M Buy
86,727
+5,254
+6% +$1.12M 0.43% 60
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Venture Visionary Partners's MS Position: Q3 2026 in Review

Venture Visionary Partners increased its Morgan Stanley (MS) stake by 6.4% in Q3 2026, buying an estimated $1.12M and bringing the position to 86,727 shares worth $16.3M. The position accounts for 0.43% of the portfolio, ranked #60.

Venture Visionary Partners first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $17M in Q2 2026. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Venture Visionary Partners held 86,727 shares of Morgan Stanley worth $16.3M as of Q3 2026.
  • Venture Visionary Partners bought 5,254 Morgan Stanley shares in Q3 2026, an estimated $1.12M.
  • Morgan Stanley made up 0.43% of Venture Visionary Partners's portfolio in Q3 2026, its #60 holding.
  • Venture Visionary Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Morgan Stanley position peaked at $17M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.