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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
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 $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

VestGen Advisors's MS Position: Q2 2026 in Review

VestGen Advisors increased its Morgan Stanley (MS) stake by 5.4% in Q2 2026, buying an estimated $129K and bringing the position to 12,734 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #245.

VestGen Advisors first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • VestGen Advisors held 12,734 shares of Morgan Stanley worth $2.66M as of Q2 2026.
  • VestGen Advisors bought 651 Morgan Stanley shares in Q2 2026, an estimated $129K.
  • Morgan Stanley made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #245 holding.
  • VestGen Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.