Victory Financial Group
MS icon

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
Q3 		$587K Buy
3,123
+528
+20% +$112K 0.05% 226
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 $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Victory Financial Group's MS Position: Q3 2026 in Review

Victory Financial Group increased its Morgan Stanley (MS) stake by 20% in Q3 2026, buying an estimated $112K and bringing the position to 3,123 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #226.

Victory Financial Group first reported a position in MS in Q1 2025 and has held it in 7 quarters since. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Victory Financial Group held 3,123 shares of Morgan Stanley worth $587K as of Q3 2026.
  • Victory Financial Group bought 528 Morgan Stanley shares in Q3 2026, an estimated $112K.
  • Morgan Stanley made up 0.05% of Victory Financial Group's portfolio in Q3 2026, its #226 holding.
  • Victory Financial Group first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.