Vest Financial
MS icon

Vest Financial’s Morgan Stanley MS Stock Holding History

Vest Financial’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 		$5.09M Sell
27,082
-307
-1% -$65.2K 0.05% 249
2026
Q2 		$5.73M Buy
27,389
+438
+2% +$86.7K 0.06% 238
2026
Q1 		$4.44M Sell
26,951
-1,318
-5% -$228K 0.05% 256
2025
Q4 		$5.02M Buy
28,269
+7,030
+33% +$1.17M 0.06% 220
2025
Q3 		$3.38M Buy
21,239
+4,087
+24% +$603K 0.04% 254
2025
Q2 		$2.42M Buy
17,152
+4,835
+39% +$594K 0.03% 254
2025
Q1 		$1.44M Buy
12,317
+5,217
+73% +$672K 0.02% 291
2024
Q4 		$893K Buy
7,100
+1,259
+22% +$155K 0.02% 236
2024
Q3 		$609K Buy
+5,841
New +$588K 0.01% 247
2024
Q1 		– Sell
-137,935
Closed -$12.9M – 288
2023
Q4 		$12.9M Buy
137,935
+33,918
+33% +$2.71M 0.48% 101
2023
Q3 		$8.5M Buy
104,017
+44,725
+75% +$3.88M 0.46% 108
2023
Q2 		$5.07M Buy
59,292
+43,259
+270% +$3.7M 0.47% 104
2023
Q1 		$1.41M Buy
16,033
+11,665
+267% +$1.09M 0.19% 90
2022
Q4 		$371K Buy
+4,368
New +$372K 0.06% 103

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vest Financial's MS Position: Q3 2026 in Review

Vest Financial reduced its Morgan Stanley (MS) stake by 1.1% in Q3 2026, selling an estimated $65.2K and leaving 27,082 shares worth $5.09M. The position accounts for 0.05% of the portfolio, ranked #249.

Vest Financial first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q4 2023. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Vest Financial held 27,082 shares of Morgan Stanley worth $5.09M as of Q3 2026.
  • Vest Financial sold 307 Morgan Stanley shares in Q3 2026, an estimated $65.2K.
  • Morgan Stanley made up 0.05% of Vest Financial's portfolio in Q3 2026, its #249 holding.
  • Vest Financial first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Vest Financial's Morgan Stanley position peaked at $12.9M in Q4 2023.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.