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Vestmark Advisory Solutions’s Morgan Stanley MS Stock Holding History

Vestmark Advisory Solutions’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 		$12.3M Buy
74,449
+9,018
+14% +$1.56M 0.14% 161
2025
Q4 		$11.6M Buy
65,431
+32,169
+97% +$5.37M 0.16% 131
2025
Q3 		$5.29M Buy
33,262
+9,692
+41% +$1.43M 0.1% 201
2025
Q2 		$3.32M Buy
23,570
+12,672
+116% +$1.56M 0.05% 289
2025
Q1 		$1.27M Buy
10,898
+3,416
+46% +$440K 0.03% 368
2024
Q4 		$941K Buy
7,482
+3,809
+104% +$469K 0.03% 331
2024
Q3 		$383K Buy
3,673
+20
+0.5% +$2.01K 0.01% 416
2024
Q2 		$355K Buy
3,653
+94
+3% +$8.95K 0.01% 444
2024
Q1 		$335K Sell
3,559
-713
-17% -$62.8K 0.01% 430
2023
Q4 		$398K Buy
+4,272
New +$342K 0.02% 373
2023
Q3 		– Sell
-41,654
Closed -$3.56M – 716
2023
Q2 		$3.56M Sell
41,654
-2,558
-6% -$219K 0.14% 197
2023
Q1 		$3.88M Sell
44,212
-1,058
-2% -$98.7K 0.17% 167
2022
Q4 		$3.85M Buy
45,270
+298
+0.7% +$25.4K 0.19% 157
2022
Q3 		$3.55M Buy
44,972
+2,649
+6% +$223K 0.2% 135
2022
Q2 		$3.22M Buy
42,323
+1,294
+3% +$106K 0.18% 140
2022
Q1 		$3.59M Buy
41,029
+1,892
+5% +$183K 0.2% 114
2021
Q4 		$3.84M Sell
39,137
-2,505
-6% -$250K 0.22% 100
2021
Q3 		$4.05M Sell
41,642
-4,584
-10% -$454K 0.27% 85
2021
Q2 		$4.24M Buy
46,226
+2,294
+5% +$197K 0.3% 76
2021
Q1 		$3.41M Buy
43,932
+1,716
+4% +$132K 0.3% 82
2020
Q4 		$2.89M Buy
42,216
+2,034
+5% +$117K 0.32% 76
2020
Q3 		$1.94M Buy
40,182
+1,265
+3% +$63.7K 0.26% 116
2020
Q2 		$1.88M Buy
38,917
+26,112
+204% +$1.1M 0.29% 95
2020
Q1 		$435K Buy
12,805
+1,871
+17% +$88.1K 0.09% 289
2019
Q4 		$559K Buy
10,934
+481
+5% +$22.8K 0.11% 195
2019
Q3 		$446K Buy
10,453
+3,349
+47% +$143K 0.07% 322
2019
Q2 		$311K Buy
7,104
+369
+5% +$16.5K 0.05% 399
2019
Q1 		$284K Buy
+6,735
New +$283K 0.05% 411

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

Vestmark Advisory Solutions's MS Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Morgan Stanley (MS) stake by 14% in Q1 2026, buying an estimated $1.56M and bringing the position to 74,449 shares worth $12.3M. The position accounts for 0.14% of the portfolio, ranked #161.

Vestmark Advisory Solutions first reported a position in MS in Q1 2019 and has held it in 28 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Vestmark Advisory Solutions held 74,449 shares of Morgan Stanley worth $12.3M as of Q1 2026.
  • Vestmark Advisory Solutions bought 9,018 Morgan Stanley shares in Q1 2026, an estimated $1.56M.
  • Morgan Stanley made up 0.14% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #161 holding.
  • Vestmark Advisory Solutions first reported a position in Morgan Stanley in Q1 2019 and has held it in 28 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.