VFG
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Victory Financial Group’s Morgan Stanley MS Stock Holding History

Victory Financial Group’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 		$542K Sell
2,595
-47
-2% -$9.31K 0.06% 211
2026
Q1 		$435K Buy
2,642
+177
+7% +$30.6K 0.05% 209
2025
Q4 		$438K Buy
2,465
+214
+10% +$35.7K 0.06% 198
2025
Q3 		$357K Sell
2,251
-418
-16% -$61.7K 0.05% 182
2025
Q2 		$376K Buy
2,669
+211
+9% +$25.9K 0.06% 146
2025
Q1 		$286K Buy
+2,458
New +$317K 0.05% 136

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 Financial Group's MS Position: Q2 2026 in Review

Victory Financial Group reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $9.31K and leaving 2,595 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #211.

Victory Financial Group first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Victory Financial Group held 2,595 shares of Morgan Stanley worth $542K as of Q2 2026.
  • Victory Financial Group sold 47 Morgan Stanley shares in Q2 2026, an estimated $9.31K.
  • Morgan Stanley made up 0.06% of Victory Financial Group's portfolio in Q2 2026, its #211 holding.
  • Victory Financial Group first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.