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Vicus Capital’s Morgan Stanley MS Stock Holding History

Vicus 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
Q2 		$298K Buy
1,424
+52
+4% +$10.3K 0.02% 228
2026
Q1 		$226K Buy
1,372
+13
+1% +$2.25K 0.02% 240
2025
Q4 		$241K Buy
+1,359
New +$227K 0.02% 237
2025
Q3 		– Sell
-2,875
Closed -$405K – 287
2025
Q2 		$405K Buy
+2,875
New +$353K 0.03% 182
2023
Q3 		– Sell
-2,371
Closed -$202K – 260
2023
Q2 		$202K Buy
2,371
+87
+4% +$7.44K 0.02% 207
2023
Q1 		$201K Buy
+2,284
New +$213K 0.02% 199

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

Vicus Capital's MS Position: Q2 2026 in Review

Vicus Capital increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,424 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #228.

Vicus Capital first reported a position in MS in Q1 2023 and has held it in 6 quarters since. The position peaked at $405K in Q2 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vicus Capital held 1,424 shares of Morgan Stanley worth $298K as of Q2 2026.
  • Vicus Capital bought 52 Morgan Stanley shares in Q2 2026, an estimated $10.3K.
  • Morgan Stanley made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #228 holding.
  • Vicus Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 6 quarters since.
  • Vicus Capital's Morgan Stanley position peaked at $405K in Q2 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.