Viking Fund Management’s Morgan Stanley MS Stock Holding History

Viking Fund 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	$19.9M	Hold	95,000	–	–	1.78%	12
2026 Q1	$15.6M	Buy	95,000 +5,000	+6%	+$866K	1.6%	14
2025 Q4	$16M	Sell	90,000 -12,000	-12%	-$2M	1.85%	10
2025 Q3	$16.2M	Hold	102,000	–	–	1.96%	10
2025 Q2	$14.4M	Buy	102,000 +7,000	+7%	+$860K	1.97%	7
2025 Q1	$11.1M	Hold	95,000	–	–	1.6%	12
2024 Q4	$11.9M	Sell	95,000 -5,000	-5%	-$616K	1.86%	9
2024 Q3	$10.4M	Hold	100,000	–	–	1.69%	12
2024 Q2	$9.72M	Sell	100,000 -30,150	-23%	-$2.87M	1.74%	15
2024 Q1	$12.3M	Hold	130,150	–	–	2.22%	10
2023 Q4	$12.1M	Buy	130,150 +30,150	+30%	+$2.41M	2.36%	6
2023 Q3	$8.17M	Buy	100,000 +25,000	+33%	+$2.17M	1.65%	16
2023 Q2	$6.41M	Buy	75,000 +10,000	+15%	+$855K	1.21%	28
2023 Q1	$5.71M	Hold	65,000	–	–	1.1%	31
2022 Q4	$5.53M	Buy	65,000 +5,000	+8%	+$426K	1.1%	29
2022 Q3	$4.74M	Buy	60,000 +12,000	+25%	+$1.01M	1.12%	28
2022 Q2	$3.65M	Buy	48,000 +26,000	+118%	+$2.13M	0.85%	39
2022 Q1	$1.92M	Buy	+22,000	New	+$2.12M	0.44%	81

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Viking Fund Management's MS Position: Q2 2026 in Review

Viking Fund Management held its Morgan Stanley (MS) position steady in Q2 2026 at 95,000 shares worth $19.9M. The position accounts for 1.78% of the portfolio, ranked #12.

Viking Fund Management first reported a position in MS in Q1 2022 and has held it in 18 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Viking Fund Management held 95,000 shares of Morgan Stanley worth $19.9M as of Q2 2026.
Viking Fund Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 1.78% of Viking Fund Management's portfolio in Q2 2026, its #12 holding.
Viking Fund Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.