VisionPoint Advisory Group’s Morgan Stanley MS Stock Holding History

VisionPoint Advisory Group’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	$431K	Buy	2,063 +188	+10%	+$37.2K	0.07%	281
2026 Q1	$309K	Buy	1,875 +208	+12%	+$36K	0.06%	330
2025 Q4	$296K	Buy	1,667 +174	+12%	+$29K	0.06%	307
2025 Q3	$237K	Sell	1,493 -2,995	-67%	-$442K	0.05%	349
2025 Q2	$632K	Buy	4,488 +2,316	+107%	+$284K	0.14%	166
2025 Q1	$253K	Buy	+2,172	New	+$280K	0.09%	178
2024 Q3	–	Sell	-254	Closed	-$24.7K	–	576
2024 Q2	$24.7K	Sell	254 -1,015	-80%	-$96.6K	0.01%	361
2024 Q1	$119K	Buy	1,269 +503	+66%	+$44.3K	0.04%	194
2023 Q4	$71.4K	Buy	766 +324	+73%	+$25.9K	0.03%	214
2023 Q3	$36.1K	Buy	442 +244	+123%	+$21.2K	0.02%	279
2023 Q2	$16.9K	Buy	+198	New	+$16.9K	0.01%	316

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group's MS Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Morgan Stanley (MS) stake by 10% in Q2 2026, buying an estimated $37.2K and bringing the position to 2,063 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #281.

VisionPoint Advisory Group first reported a position in MS in Q2 2023 and has held it in 11 quarters since. The position peaked at $632K in Q2 2025. 967 funds tracked by Wall St. Rank hold MS as of Q2 2026.

VisionPoint Advisory Group held 2,063 shares of Morgan Stanley worth $431K as of Q2 2026.
VisionPoint Advisory Group bought 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
Morgan Stanley made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #281 holding.
VisionPoint Advisory Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's Morgan Stanley position peaked at $632K in Q2 2025.
967 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.