VH
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Visionary Horizons’s Morgan Stanley MS Stock Holding History

Visionary Horizons’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 		$391K Buy
+1,870
New +$370K 0.16% 103
2024
Q1 		– Sell
-4,494
Closed -$419K – 82
2023
Q4 		$419K Buy
+4,494
New +$360K 0.34% 58

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Visionary Horizons's MS Position: Q2 2026 in Review

Visionary Horizons opened a new position in Morgan Stanley (MS) in Q2 2026: 1,870 shares worth $391K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: Visionary Horizons previously reported a position in MS as recently as Q4 2023.

Visionary Horizons first reported a position in MS in Q4 2023 and has held it in 2 quarters since. The position peaked at $419K in Q4 2023. 1,255 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Visionary Horizons held 1,870 shares of Morgan Stanley worth $391K as of Q2 2026.
  • Morgan Stanley was a new Visionary Horizons position in Q2 2026.
  • Morgan Stanley made up 0.16% of Visionary Horizons's portfolio in Q2 2026, its #103 holding.
  • Visionary Horizons first reported a position in Morgan Stanley in Q4 2023 and has held it in 2 quarters since.
  • Visionary Horizons's Morgan Stanley position peaked at $419K in Q4 2023.
  • 1,255 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.