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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
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 $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

Vestor Capital's MS Position: Q1 2026 in Review

Vestor Capital increased its Morgan Stanley (MS) stake by 15,020% in Q1 2026, buying an estimated $38.7M and bringing the position to 225,281 shares worth $37.1M. The position accounts for 2.68% of the portfolio, ranked #12.

Vestor Capital first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $40.3M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Vestor Capital held 225,281 shares of Morgan Stanley worth $37.1M as of Q1 2026.
  • Vestor Capital bought 223,791 Morgan Stanley shares in Q1 2026, an estimated $38.7M.
  • Morgan Stanley made up 2.68% of Vestor Capital's portfolio in Q1 2026, its #12 holding.
  • Vestor Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • Vestor Capital's Morgan Stanley position peaked at $40.3M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.