VFM
MS icon

Vision Financial Markets’s Morgan Stanley MS Stock Holding History

Vision Financial Markets’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 		$25.9K Hold
124
– – 0.02% 175
2026
Q1 		$20.4K Hold
124
– – 0.02% 179
2025
Q4 		$22K Hold
124
– – 0.02% 163
2025
Q3 		$19.7K Hold
124
– – 0.02% 192
2025
Q2 		$17.5K Hold
124
– – 0.02% 194
2025
Q1 		$14.5K Hold
124
– – 0.02% 188
2024
Q4 		$15.6K Buy
+124
New +$15.3K 0.02% 156

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vision Financial Markets's MS Position: Q2 2026 in Review

Vision Financial Markets held its Morgan Stanley (MS) position steady in Q2 2026 at 124 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #175.

Vision Financial Markets first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vision Financial Markets held 124 shares of Morgan Stanley worth $25.9K as of Q2 2026.
  • Vision Financial Markets left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #175 holding.
  • Vision Financial Markets first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 878 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.