VIM
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Vinva Investment Management’s Morgan Stanley MS Stock Holding History

Vinva Investment 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
Q1 		$21M Buy
132,754
+53,997
+69% +$9.35M 0.26% 97
2025
Q4 		$14.1M Buy
78,757
+2,702
+4% +$451K 0.18% 136
2025
Q3 		$12.3M Buy
76,055
+4,124
+6% +$609K 0.24% 106
2025
Q2 		$10.1M Buy
71,931
+34,834
+94% +$4.28M 0.26% 97
2025
Q1 		$4.28M Sell
37,097
-16,372
-31% -$2.11M 0.17% 144
2024
Q4 		$6.72M Buy
53,469
+2,819
+6% +$347K 0.26% 93
2024
Q3 		$5.27M Buy
50,650
+1,664
+3% +$168K 0.22% 111
2024
Q2 		$4.69M Buy
48,986
+10,604
+28% +$1.01M 0.24% 107
2024
Q1 		$3.61M Buy
38,382
+2,822
+8% +$249K 0.2% 129
2023
Q4 		$3.33M Buy
35,560
+7,839
+28% +$627K 0.23% 112
2023
Q3 		$2.28M Sell
27,721
-2,577
-9% -$224K 0.21% 115
2023
Q2 		$2.58M Sell
30,298
-9,742
-24% -$833K 0.22% 120
2023
Q1 		$3.45M Buy
+40,040
New +$3.74M 0.29% 92

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vinva Investment Management's MS Position: Q1 2026 in Review

Vinva Investment Management increased its Morgan Stanley (MS) stake by 69% in Q1 2026, buying an estimated $9.35M and bringing the position to 132,754 shares worth $21M. The position accounts for 0.26% of the portfolio, ranked #97.

Vinva Investment Management first reported a position in MS in Q1 2023 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Vinva Investment Management held 132,754 shares of Morgan Stanley worth $21M as of Q1 2026.
  • Vinva Investment Management bought 53,997 Morgan Stanley shares in Q1 2026, an estimated $9.35M.
  • Morgan Stanley made up 0.26% of Vinva Investment Management's portfolio in Q1 2026, its #97 holding.
  • Vinva Investment Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.