VF
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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial's MS Position: Q2 2026 in Review

Vest Financial increased its Morgan Stanley (MS) stake by 1.6% in Q2 2026, buying an estimated $86.7K and bringing the position to 27,389 shares worth $5.73M. The position accounts for 0.06% of the portfolio, ranked #238.

Vest Financial first reported a position in MS in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.9M in Q4 2023. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vest Financial held 27,389 shares of Morgan Stanley worth $5.73M as of Q2 2026.
  • Vest Financial bought 438 Morgan Stanley shares in Q2 2026, an estimated $86.7K.
  • Morgan Stanley made up 0.06% of Vest Financial's portfolio in Q2 2026, its #238 holding.
  • Vest Financial first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
  • Vest Financial's Morgan Stanley position peaked at $12.9M in Q4 2023.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.