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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
Q2 		– Sell
-132,754
Closed -$21M – 517
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vinva Investment Management's MS Position: Q2 2026 in Review

Vinva Investment Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 132,754 shares — an estimated $21M sold.

Vinva Investment Management first reported a position in MS in Q1 2023 and held it in 13 quarters. The position peaked at $21M in Q1 2026. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vinva Investment Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Vinva Investment Management sold 132,754 Morgan Stanley shares in Q2 2026, an estimated $21M.
  • Vinva Investment Management first reported a position in Morgan Stanley in Q1 2023 and held it in 13 quarters.
  • Vinva Investment Management's Morgan Stanley position peaked at $21M in Q1 2026.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.