Virtus ETF Advisers’s Morgan Stanley MS Stock Holding History

Virtus ETF Advisers’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	$170K	Sell	1,033 -700	-40%	-$121K	0.08%	265
2025 Q4	$308K	Sell	1,733 -68	-4%	-$11.3K	0.15%	166
2025 Q3	$286K	Sell	1,801 -299	-14%	-$44.2K	0.16%	175
2025 Q2	$296K	Hold	2,100	–	–	0.18%	146
2025 Q1	$245K	Buy	+2,100	New	+$271K	0.16%	177
2020 Q1	–	Sell	-435	Closed	-$22K	–	459
2019 Q4	$22K	Buy	+435	New	+$20.6K	﹤0.01%	344
2019 Q1	–	Sell	-508	Closed	-$20K	–	217
2018 Q4	$20K	Buy	+508	New	+$22.2K	﹤0.01%	235

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Virtus ETF Advisers's MS Position: Q1 2026 in Review

Virtus ETF Advisers reduced its Morgan Stanley (MS) stake by 40% in Q1 2026, selling an estimated $121K and leaving 1,033 shares worth $170K. The position accounts for 0.08% of the portfolio, ranked #265.

Virtus ETF Advisers first reported a position in MS in Q4 2018 and has held it in 7 quarters since. The position peaked at $308K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Virtus ETF Advisers held 1,033 shares of Morgan Stanley worth $170K as of Q1 2026.
Virtus ETF Advisers sold 700 Morgan Stanley shares in Q1 2026, an estimated $121K.
Morgan Stanley made up 0.08% of Virtus ETF Advisers's portfolio in Q1 2026, its #265 holding.
Virtus ETF Advisers first reported a position in Morgan Stanley in Q4 2018 and has held it in 7 quarters since.
Virtus ETF Advisers's Morgan Stanley position peaked at $308K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.