VFG
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
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 $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

Victory Financial Group's MS Position: Q1 2026 in Review

Victory Financial Group increased its Morgan Stanley (MS) stake by 7.2% in Q1 2026, buying an estimated $30.6K and bringing the position to 2,642 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #209.

Victory Financial Group first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $438K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Victory Financial Group held 2,642 shares of Morgan Stanley worth $435K as of Q1 2026.
  • Victory Financial Group bought 177 Morgan Stanley shares in Q1 2026, an estimated $30.6K.
  • Morgan Stanley made up 0.05% of Victory Financial Group's portfolio in Q1 2026, its #209 holding.
  • Victory Financial Group first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Victory Financial Group's Morgan Stanley position peaked at $438K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.