VA
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Vident Advisory’s Morgan Stanley MS Stock Holding History

Vident Advisory’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 		$12.9M Sell
61,891
-21,277
-26% -$4.21M 0.09% 203
2026
Q1 		$13.7M Buy
83,168
+10,712
+15% +$1.85M 0.12% 155
2025
Q4 		$12.9M Buy
72,456
+28,385
+64% +$4.73M 0.12% 152
2025
Q3 		$7.01M Buy
44,071
+4,801
+12% +$709K 0.07% 240
2025
Q2 		$5.53M Sell
39,270
-17,387
-31% -$2.14M 0.06% 255
2025
Q1 		$6.61M Buy
56,657
+32,960
+139% +$4.25M 0.1% 190
2024
Q4 		$2.98M Buy
23,697
+2,217
+10% +$273K 0.05% 318
2024
Q3 		$2.24M Sell
21,480
-18,470
-46% -$1.86M 0.06% 358
2024
Q2 		$3.88M Buy
39,950
+23,197
+138% +$2.21M 0.11% 188
2024
Q1 		$1.58M Buy
16,753
+2,120
+14% +$187K 0.03% 442
2023
Q4 		$1.36M Sell
14,633
-1,478
-9% -$118K 0.03% 475
2023
Q3 		$1.32M Buy
+16,111
New +$1.4M 0.04% 428

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 $3.38T AUM 44.17% 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

Vident Advisory's MS Position: Q2 2026 in Review

Vident Advisory reduced its Morgan Stanley (MS) stake by 26% in Q2 2026, selling an estimated $4.21M and leaving 61,891 shares worth $12.9M. The position accounts for 0.09% of the portfolio, ranked #203.

Vident Advisory first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q1 2026. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vident Advisory held 61,891 shares of Morgan Stanley worth $12.9M as of Q2 2026.
  • Vident Advisory sold 21,277 Morgan Stanley shares in Q2 2026, an estimated $4.21M.
  • Morgan Stanley made up 0.09% of Vident Advisory's portfolio in Q2 2026, its #203 holding.
  • Vident Advisory first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Vident Advisory's Morgan Stanley position peaked at $13.7M in Q1 2026.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.