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Vise Technologies’s Morgan Stanley MS Stock Holding History

Vise Technologies’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 		$15.5M Buy
73,977
+25,991
+54% +$5.15M 0.18% 106
2026
Q1 		$8.52M Hold
47,986
– – 0.17% 102
2025
Q4 		$8.52M Buy
47,986
+3,782
+9% +$631K 0.17% 102
2025
Q3 		$7.03M Sell
44,204
-745
-2% -$110K 0.26% 75
2025
Q2 		$6.33M Buy
+44,949
New +$5.52M 0.26% 75
2024
Q4 		$3.86M Buy
30,740
+9,527
+45% +$1.17M 0.32% 57
2024
Q3 		$2.21M Buy
21,213
+6,006
+39% +$605K 0.28% 78
2024
Q2 		$1.48M Buy
15,207
+1,680
+12% +$160K 0.26% 86
2024
Q1 		$1.27M Sell
13,527
-33
-0.2% -$2.91K 0.25% 88
2023
Q4 		$1.26M Sell
13,560
-2,921
-18% -$234K 0.27% 87
2023
Q3 		$1.35M Sell
16,481
-3,783
-19% -$328K 0.33% 78
2023
Q2 		$1.73M Buy
20,264
+159
+0.8% +$13.6K 0.42% 54
2023
Q1 		$1.77M Buy
20,105
+3,007
+18% +$281K 0.47% 48
2022
Q4 		$1.45M Buy
17,098
+2,324
+16% +$198K 0.46% 49
2022
Q3 		$1.17M Buy
14,774
+3,572
+32% +$301K 0.44% 47
2022
Q2 		$852K Buy
11,202
+4,678
+72% +$383K 0.33% 68
2022
Q1 		$570K Buy
+6,524
New +$629K 0.21% 114

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 $3.37T AUM 44.26% 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

Vise Technologies's MS Position: Q2 2026 in Review

Vise Technologies increased its Morgan Stanley (MS) stake by 54% in Q2 2026, buying an estimated $5.15M and bringing the position to 73,977 shares worth $15.5M. The position accounts for 0.18% of the portfolio, ranked #106.

Vise Technologies first reported a position in MS in Q1 2022 and has held it in 17 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vise Technologies held 73,977 shares of Morgan Stanley worth $15.5M as of Q2 2026.
  • Vise Technologies bought 25,991 Morgan Stanley shares in Q2 2026, an estimated $5.15M.
  • Morgan Stanley made up 0.18% of Vise Technologies's portfolio in Q2 2026, its #106 holding.
  • Vise Technologies first reported a position in Morgan Stanley in Q1 2022 and has held it in 17 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.