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 Q3	$17.9M	Hold	95,000	–	–	1.56%	15
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	$9.7M	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	$6.4M	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 $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Viking Fund Management's MS Position: Q3 2026 in Review

Viking Fund Management held its Morgan Stanley (MS) position steady in Q3 2026 at 95,000 shares worth $17.9M. The position accounts for 1.56% of the portfolio, ranked #15.

Viking Fund Management first reported a position in MS in Q1 2022 and has held it in 19 quarters since. The position peaked at $19.9M in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Viking Fund Management held 95,000 shares of Morgan Stanley worth $17.9M as of Q3 2026.
Viking Fund Management left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 1.56% of Viking Fund Management's portfolio in Q3 2026, its #15 holding.
Viking Fund Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 19 quarters since.
Viking Fund Management's Morgan Stanley position peaked at $19.9M in Q2 2026.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Viking Fund Management's 13F filing for Q3 2026, filed 14 Oct 2026.