Visionary Horizons
MS icon

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
Q3 		$354K Buy
1,884
+14
+0.7% +$2.98K 0.14% 105
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Visionary Horizons's MS Position: Q3 2026 in Review

Visionary Horizons increased its Morgan Stanley (MS) stake by 0.75% in Q3 2026, buying an estimated $2.98K and bringing the position to 1,884 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #105.

Visionary Horizons first reported a position in MS in Q4 2023 and has held it in 3 quarters since. The position peaked at $419K in Q4 2023. 1,662 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Visionary Horizons held 1,884 shares of Morgan Stanley worth $354K as of Q3 2026.
  • Visionary Horizons bought 14 Morgan Stanley shares in Q3 2026, an estimated $2.98K.
  • Morgan Stanley made up 0.14% of Visionary Horizons's portfolio in Q3 2026, its #105 holding.
  • Visionary Horizons first reported a position in Morgan Stanley in Q4 2023 and has held it in 3 quarters since.
  • Visionary Horizons's Morgan Stanley position peaked at $419K in Q4 2023.
  • 1,662 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.