Virtus Investment Advisers’s Morgan Stanley MS Stock Holding History

Virtus Investment 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
2025 Q4	–	Sell	-12,855	Closed	-$2.04M	–	518
2025 Q3	$2.04M	Buy	+12,855	New	+$1.9M	0.59%	25
2025 Q1	–	Sell	-500	Closed	-$62.9K	–	607
2024 Q4	$62.9K	Buy	+500	New	+$61.6K	0.05%	299
2018 Q1	–	Sell	-74,693	Closed	-$3.92M	–	295
2017 Q4	$3.92M	Sell	74,693 -5,833	-7%	-$295K	0.43%	69
2017 Q3	$3.88M	Sell	80,526 -7,488	-9%	-$347K	0.41%	74
2017 Q2	$3.92M	Sell	88,014 -17,147	-16%	-$739K	0.38%	84
2017 Q1	$4.5M	Sell	105,161 -24,879	-19%	-$1.1M	0.4%	80
2016 Q4	$5.49M	Buy	130,040 +117,941	+975%	+$4.46M	0.42%	75
2016 Q3	$388K	Buy	+12,099	New	+$361K	0.02%	383

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Virtus Investment Advisers's MS Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 12,855 shares — an estimated $2.04M sold.

Virtus Investment Advisers first reported a position in MS in Q3 2016 and held it in 8 quarters. The position peaked at $5.49M in Q4 2016. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Virtus Investment Advisers reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 12,855 Morgan Stanley shares in Q4 2025, an estimated $2.04M.
Virtus Investment Advisers first reported a position in Morgan Stanley in Q3 2016 and held it in 8 quarters.
Virtus Investment Advisers's Morgan Stanley position peaked at $5.49M in Q4 2016.
2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.