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 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 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

Vident Advisory's MS Position: Q1 2026 in Review

Vident Advisory increased its Morgan Stanley (MS) stake by 15% in Q1 2026, buying an estimated $1.85M and bringing the position to 83,168 shares worth $13.7M. The position accounts for 0.12% of the portfolio, ranked #155.

Vident Advisory first reported a position in MS in Q3 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Vident Advisory held 83,168 shares of Morgan Stanley worth $13.7M as of Q1 2026.
Vident Advisory bought 10,712 Morgan Stanley shares in Q1 2026, an estimated $1.85M.
Morgan Stanley made up 0.12% of Vident Advisory's portfolio in Q1 2026, its #155 holding.
Vident Advisory first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.