VCM
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Virtue Capital Management’s Morgan Stanley MS Stock Holding History

Virtue Capital 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 		$236K Sell
1,131
-234
-17% -$46.3K 0.03% 316
2026
Q1 		$216K Buy
+1,365
New +$236K 0.03% 309

Other funds holding MS

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State Street
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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

Virtue Capital Management's MS Position: Q2 2026 in Review

Virtue Capital Management reduced its Morgan Stanley (MS) stake by 17% in Q2 2026, selling an estimated $46.3K and leaving 1,131 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #316.

Virtue Capital Management first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Virtue Capital Management held 1,131 shares of Morgan Stanley worth $236K as of Q2 2026.
  • Virtue Capital Management sold 234 Morgan Stanley shares in Q2 2026, an estimated $46.3K.
  • Morgan Stanley made up 0.03% of Virtue Capital Management's portfolio in Q2 2026, its #316 holding.
  • Virtue Capital Management first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.