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Vima LLC’s Morgan Stanley MS Stock Holding History

Vima LLC’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 		$159K Buy
+761
New +$151K 0.16% 94
2024
Q2 		– Sell
-625
Closed -$54.9K – 245
2024
Q1 		$54.9K Sell
625
-18
-3% -$1.58K 0.06% 96
2023
Q4 		$60K Buy
+643
New +$51.4K 0.14% 102

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Vima LLC's MS Position: Q2 2026 in Review

Vima LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 761 shares worth $159K. The stake represents 0.16% of the portfolio and ranks #94 among its holdings. This is a return to the name: Vima LLC previously reported a position in MS as recently as Q1 2024.

Vima LLC first reported a position in MS in Q4 2023 and has held it in 3 quarters since. 1,327 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vima LLC held 761 shares of Morgan Stanley worth $159K as of Q2 2026.
  • Morgan Stanley was a new Vima LLC position in Q2 2026.
  • Morgan Stanley made up 0.16% of Vima LLC's portfolio in Q2 2026, its #94 holding.
  • Vima LLC first reported a position in Morgan Stanley in Q4 2023 and has held it in 3 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.