Victory Capital Management
MS icon

Victory Capital Management’s Morgan Stanley MS Stock Holding History

Victory Capital Management’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 		$165M Sell
789,261
-65,044
-8% -$12.9M 0.09% 230
2026
Q1 		$141M Sell
854,305
-116,003
-12% -$20.1M 0.09% 238
2025
Q4 		$172M Buy
970,308
+80,237
+9% +$13.4M 0.1% 195
2025
Q3 		$141M Sell
890,071
-106,145
-11% -$15.7M 0.08% 221
2025
Q2 		$140M Buy
996,216
+216,393
+28% +$26.6M 0.09% 233
2025
Q1 		$91M Sell
779,823
-161,230
-17% -$20.8M 0.09% 256
2024
Q4 		$118M Buy
941,053
+345,261
+58% +$42.5M 0.12% 195
2024
Q3 		$62.1M Sell
595,792
-48,879
-8% -$4.92M 0.06% 388
2024
Q2 		$62.7M Buy
644,671
+22,482
+4% +$2.14M 0.06% 356
2024
Q1 		$58.6M Buy
622,189
+47,884
+8% +$4.22M 0.06% 406
2023
Q4 		$53.6M Sell
574,305
-349,080
-38% -$27.9M 0.06% 408
2023
Q3 		$75.4M Sell
923,385
-154,913
-14% -$13.5M 0.09% 294
2023
Q2 		$92.1M Sell
1,078,298
-113,005
-9% -$9.66M 0.1% 249
2023
Q1 		$105M Buy
1,191,303
+62,600
+6% +$5.84M 0.12% 215
2022
Q4 		$96M Sell
1,128,703
-39,685
-3% -$3.38M 0.11% 231
2022
Q3 		$92.3M Buy
1,168,388
+5,918
+0.5% +$499K 0.11% 244
2022
Q2 		$88.4M Sell
1,162,470
-36,745
-3% -$3.01M 0.1% 264
2022
Q1 		$96.6M Buy
1,199,215
+276,745
+30% +$26.7M 0.1% 272
2021
Q4 		$90.5M Sell
922,470
-10,999
-1% -$1.1M 0.08% 318
2021
Q3 		$90.8M Sell
933,469
-46,371
-5% -$4.59M 0.09% 305
2021
Q2 		$89.8M Sell
979,840
-5,529
-0.6% -$474K 0.09% 330
2021
Q1 		$76.5M Buy
985,369
+191,879
+24% +$14.7M 0.08% 365
2020
Q4 		$54.4M Buy
793,490
+66,055
+9% +$3.79M 0.06% 490
2020
Q3 		$35.2M Buy
727,435
+74,534
+11% +$3.75M 0.05% 576
2020
Q2 		$31.5M Buy
652,901
+70,795
+12% +$2.97M 0.04% 596
2020
Q1 		$19.8M Sell
582,106
-127,828
-18% -$6.02M 0.03% 663
2019
Q4 		$36.3M Sell
709,934
-51,905
-7% -$2.46M 0.04% 608
2019
Q3 		$32.5M Buy
761,839
+454,858
+148% +$19.4M 0.04% 611
2019
Q2 		$13.4M Sell
306,981
-4,521
-1% -$202K 0.03% 716
2019
Q1 		$13.1M Buy
311,502
+219,737
+239% +$9.25M 0.03% 672
2018
Q4 		$3.64M Sell
91,765
-388
-0.4% -$16.9K 0.01% 892
2018
Q3 		$4.29M Buy
92,153
+10,710
+13% +$523K 0.01% 904
2018
Q2 		$3.86M Buy
81,443
+6,677
+9% +$349K 0.01% 904
2018
Q1 		$4.03M Sell
74,766
-35,887
-32% -$1.99M 0.01% 861
2017
Q4 		$5.81M Sell
110,653
-166,355
-60% -$8.41M 0.01% 801
2017
Q3 		$13.3M Sell
277,008
-252,597
-48% -$11.7M 0.03% 671
2017
Q2 		$23.6M Sell
529,605
-16,633
-3% -$717K 0.06% 537
2017
Q1 		$23.4M Sell
546,238
-160,460
-23% -$7.12M 0.06% 538
2016
Q4 		$29.9M Buy
706,698
+336,951
+91% +$12.7M 0.08% 453
2016
Q3 		$11.9M Buy
369,747
+323,723
+703% +$9.66M 0.03% 654
2016
Q2 		$1.2M Sell
46,024
-68,087
-60% -$1.78M ﹤0.01% 741
2016
Q1 		$2.85M Buy
114,111
+19,254
+20% +$491K 0.01% 634
2015
Q4 		$3.02M Sell
94,857
-123,403
-57% -$4.1M 0.01% 602
2015
Q3 		$6.88M Sell
218,260
-27,839
-11% -$1.01M 0.03% 531
2015
Q2 		$9.55M Buy
+246,099
New +$9.37M 0.04% 501
2013
Q4 		– Sell
-1,103
Closed -$29K – 1047
2013
Q3 		$29K Buy
+1,103
New +$29.6K ﹤0.01% 888

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

Victory Capital Management's MS Position: Q2 2026 in Review

Victory Capital Management reduced its Morgan Stanley (MS) stake by 7.6% in Q2 2026, selling an estimated $12.9M and leaving 789,261 shares worth $165M. The position accounts for 0.09% of the portfolio, ranked #230.

Victory Capital Management first reported a position in MS in Q3 2013 and has held it in 46 quarters since. The position peaked at $172M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Victory Capital Management held 789,261 shares of Morgan Stanley worth $165M as of Q2 2026.
  • Victory Capital Management sold 65,044 Morgan Stanley shares in Q2 2026, an estimated $12.9M.
  • Morgan Stanley made up 0.09% of Victory Capital Management's portfolio in Q2 2026, its #230 holding.
  • Victory Capital Management first reported a position in Morgan Stanley in Q3 2013 and has held it in 46 quarters since.
  • Victory Capital Management's Morgan Stanley position peaked at $172M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.