VCM
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Viewpoint Capital Management’s Morgan Stanley MS Stock Holding History

Viewpoint Capital Management’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 		$1.69M Sell
8,094
-3,800
-32% -$752K 0.86% 34
2026
Q1 		$1.96M Hold
11,894
– – 0.91% 34
2025
Q4 		$2.11M Hold
11,894
– – 0.91% 34
2025
Q3 		$1.89M Sell
11,894
-225
-2% -$33.2K 0.83% 35
2025
Q2 		$1.71M Hold
12,119
– – 0.84% 35
2025
Q1 		$1.41M Sell
12,119
-200
-2% -$25.8K 0.76% 39
2024
Q4 		$1.55M Hold
12,319
– – 0.81% 35
2024
Q3 		$1.28M Hold
12,319
– – 0.72% 36
2024
Q2 		$1.2M Buy
12,319
+104
+0.9% +$9.9K 0.73% 31
2024
Q1 		$1.15M Hold
12,215
– – 0.73% 34
2023
Q4 		$1.14M Hold
12,215
– – 0.8% 30
2023
Q3 		$998K Hold
12,215
– – 0.8% 33
2023
Q2 		$1.04M Hold
12,215
– – 0.81% 33
2023
Q1 		$1.07M Sell
12,215
-70
-0.6% -$6.53K 0.96% 31
2022
Q4 		$1.04M Sell
12,285
-50
-0.4% -$4.26K 1.01% 30
2022
Q3 		$975K Buy
12,335
+50
+0.4% +$4.21K 0.96% 28
2022
Q2 		$934K Sell
12,285
-164
-1% -$13.4K 0.88% 31
2022
Q1 		$1.09M Buy
12,449
+50
+0.4% +$4.82K 0.84% 31
2021
Q4 		$1.22M Buy
+12,399
New +$1.24M 0.88% 30

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

Viewpoint Capital Management's MS Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Morgan Stanley (MS) stake by 32% in Q2 2026, selling an estimated $752K and leaving 8,094 shares worth $1.69M. The position accounts for 0.86% of the portfolio, ranked #34.

Viewpoint Capital Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Viewpoint Capital Management held 8,094 shares of Morgan Stanley worth $1.69M as of Q2 2026.
  • Viewpoint Capital Management sold 3,800 Morgan Stanley shares in Q2 2026, an estimated $752K.
  • Morgan Stanley made up 0.86% of Viewpoint Capital Management's portfolio in Q2 2026, its #34 holding.
  • Viewpoint Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's Morgan Stanley position peaked at $2.11M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.