VestGen Advisors
MS icon

VestGen Advisors’s Morgan Stanley MS Stock Holding History

VestGen Advisors’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 		$2.44M Buy
12,954
+220
+2% +$46.7K 0.08% 242
2026
Q2 		$2.66M Buy
12,734
+651
+5% +$129K 0.08% 245
2026
Q1 		$2.32M Buy
12,083
+2,557
+27% +$443K 0.06% 274
2025
Q4 		$1.69M Sell
9,526
-1,664
-15% -$278K 0.07% 257
2025
Q3 		$1.78M Sell
11,190
-678
-6% -$100K 0.06% 266
2025
Q2 		$1.67M Sell
11,868
-409
-3% -$50.2K 0.07% 242
2025
Q1 		$1.43M Buy
+12,277
New +$1.58M 0.07% 255

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

VestGen Advisors's MS Position: Q3 2026 in Review

VestGen Advisors increased its Morgan Stanley (MS) stake by 1.7% in Q3 2026, buying an estimated $46.7K and bringing the position to 12,954 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #242.

VestGen Advisors first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.66M in Q2 2026. 1,569 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • VestGen Advisors held 12,954 shares of Morgan Stanley worth $2.44M as of Q3 2026.
  • VestGen Advisors bought 220 Morgan Stanley shares in Q3 2026, an estimated $46.7K.
  • Morgan Stanley made up 0.08% of VestGen Advisors's portfolio in Q3 2026, its #242 holding.
  • VestGen Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Morgan Stanley position peaked at $2.66M in Q2 2026.
  • 1,569 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.