VCM
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Voleon Capital Management’s Morgan Stanley MS Stock Holding History

Voleon Capital Management’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 		$19.1M Sell
91,604
-77,096
-46% -$15.3M 0.35% 63
2026
Q1 		$27.8M Buy
168,700
+134,367
+391% +$23.3M 0.6% 29
2025
Q4 		$6.1M Buy
34,333
+12,632
+58% +$2.11M 0.13% 179
2025
Q3 		$3.45M Sell
21,701
-5,599
-21% -$827K 0.08% 239
2025
Q2 		$3.85M Sell
27,300
-47,259
-63% -$5.8M 0.21% 117
2025
Q1 		$8.7M Buy
74,559
+11,703
+19% +$1.51M 0.68% 31
2024
Q4 		$7.9M Buy
+62,856
New +$7.74M 0.59% 35
2022
Q3 		– Sell
-500,000
Closed -$38M – 4
2022
Q2 		$38M Buy
+500,000
New +$41M 10.86% 4
2022
Q1 		– Sell
-600,000
Closed -$58.9M – 11
2021
Q4 		$58.9M Buy
+600,000
New +$59.8M 9.83% 5
2020
Q1 		– Sell
-402,000
Closed -$20.6M – 85
2019
Q4 		$20.6M Buy
+402,000
New +$19M 1.19% 18
2019
Q3 		– Sell
-246,000
Closed -$10.8M – 212
2019
Q2 		$10.8M Buy
+246,000
New +$11M 0.62% 41

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

Voleon Capital Management's MS Position: Q2 2026 in Review

Voleon Capital Management reduced its Morgan Stanley (MS) stake by 46% in Q2 2026, selling an estimated $15.3M and leaving 91,604 shares worth $19.1M. The position accounts for 0.35% of the portfolio, ranked #63.

Voleon Capital Management first reported a position in MS in Q2 2019 and has held it in 11 quarters since. The position peaked at $58.9M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Voleon Capital Management held 91,604 shares of Morgan Stanley worth $19.1M as of Q2 2026.
  • Voleon Capital Management sold 77,096 Morgan Stanley shares in Q2 2026, an estimated $15.3M.
  • Morgan Stanley made up 0.35% of Voleon Capital Management's portfolio in Q2 2026, its #63 holding.
  • Voleon Capital Management first reported a position in Morgan Stanley in Q2 2019 and has held it in 11 quarters since.
  • Voleon Capital Management's Morgan Stanley position peaked at $58.9M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.