VA
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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VestGen Advisors's MS Position: Q1 2026 in Review

VestGen Advisors increased its Morgan Stanley (MS) stake by 27% in Q1 2026, buying an estimated $443K and bringing the position to 12,083 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #274.

VestGen Advisors first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • VestGen Advisors held 12,083 shares of Morgan Stanley worth $2.32M as of Q1 2026.
  • VestGen Advisors bought 2,557 Morgan Stanley shares in Q1 2026, an estimated $443K.
  • Morgan Stanley made up 0.06% of VestGen Advisors's portfolio in Q1 2026, its #274 holding.
  • VestGen Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.