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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Voleon Capital Management's MS Position: Q1 2026 in Review

Voleon Capital Management increased its Morgan Stanley (MS) stake by 391% in Q1 2026, buying an estimated $23.3M and bringing the position to 168,700 shares worth $27.8M. The position accounts for 0.6% of the portfolio, ranked #29.

Voleon Capital Management first reported a position in MS in Q2 2019 and has held it in 10 quarters since. The position peaked at $58.9M in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Voleon Capital Management held 168,700 shares of Morgan Stanley worth $27.8M as of Q1 2026.
Voleon Capital Management bought 134,367 Morgan Stanley shares in Q1 2026, an estimated $23.3M.
Morgan Stanley made up 0.6% of Voleon Capital Management's portfolio in Q1 2026, its #29 holding.
Voleon Capital Management first reported a position in Morgan Stanley in Q2 2019 and has held it in 10 quarters since.
Voleon Capital Management's Morgan Stanley position peaked at $58.9M in Q4 2021.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.