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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vicus Capital's MS Position: Q1 2026 in Review

Vicus Capital increased its Morgan Stanley (MS) stake by 0.96% in Q1 2026, buying an estimated $2.25K and bringing the position to 1,372 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #240.

Vicus Capital first reported a position in MS in Q1 2023 and has held it in 5 quarters since. The position peaked at $405K in Q2 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Vicus Capital held 1,372 shares of Morgan Stanley worth $226K as of Q1 2026.
Vicus Capital bought 13 Morgan Stanley shares in Q1 2026, an estimated $2.25K.
Morgan Stanley made up 0.02% of Vicus Capital's portfolio in Q1 2026, its #240 holding.
Vicus Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 5 quarters since.
Vicus Capital's Morgan Stanley position peaked at $405K in Q2 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.