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Vestor Capital’s Morgan Stanley MS Stock Holding History

Vestor Capital’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 		$3.75M Sell
10,066
-215,215
-96% -$42.6M 0.24% 75
2026
Q1 		$37.1M Buy
225,281
+223,791
+15,020% +$38.7M 2.68% 12
2025
Q4 		$40.3M Sell
1,490
-169,133
-99% -$28.2M 2.78% 12
2025
Q3 		$27.1M Buy
170,623
+169,238
+12,219% +$25M 1.74% 16
2025
Q2 		$163K Sell
1,385
-144,802
-99% -$17.8M 0.01% 157
2025
Q1 		$17.1M Buy
146,187
+26,042
+22% +$3.36M 1.4% 24
2024
Q4 		$15.1M Sell
120,145
-763
-0.6% -$94K 1.15% 20
2024
Q3 		$12.6M Buy
120,908
+83,366
+222% +$8.4M 0.99% 25
2024
Q2 		$3.65M Sell
37,542
-799
-2% -$76.1K 0.29% 58
2024
Q1 		$3.61M Sell
38,341
-1,085
-3% -$95.5K 0.3% 66
2023
Q4 		$3.68M Sell
39,426
-4,084
-9% -$327K 0.35% 62
2023
Q3 		$3.55M Sell
43,510
-388
-0.9% -$33.7K 0.39% 62
2023
Q2 		$3.75M Sell
43,898
-251
-0.6% -$21.5K 0.4% 58
2023
Q1 		$3.88M Buy
+44,149
New +$4.12M 0.46% 64

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

Vestor Capital's MS Position: Q2 2026 in Review

Vestor Capital reduced its Morgan Stanley (MS) stake by 96% in Q2 2026, selling an estimated $42.6M and leaving 10,066 shares worth $3.75M. The position accounts for 0.24% of the portfolio, ranked #75.

Vestor Capital first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $40.3M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vestor Capital held 10,066 shares of Morgan Stanley worth $3.75M as of Q2 2026.
  • Vestor Capital sold 215,215 Morgan Stanley shares in Q2 2026, an estimated $42.6M.
  • Morgan Stanley made up 0.24% of Vestor Capital's portfolio in Q2 2026, its #75 holding.
  • Vestor Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • Vestor Capital's Morgan Stanley position peaked at $40.3M in Q4 2025.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.