SEC 13F Intelligence

Vestor Capital, LLC / MS

Vestor Capital, LLC’s Morgan Stanley Position

Does Vestor Capital, LLC own Morgan Stanley (MS)? Yes225.3K shares worth $37M (+2.68% of its 13F portfolio) as of Q1 2026, up from 1.5K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
225.3K
% of Portfolio
+2.68%
Quarters Held
13
currently held

Position History MS

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $13MQ3 ’24Q4 ’24: $15MQ1 ’25: $17MQ1 ’25Q2 ’25: $163,000Q3 ’25: $27MQ3 ’25Q4 ’25: $40MQ1 ’26: $37MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026225.3K$37M+2.68%
Q4 20251.5K$40M+2.78%
Q3 2025170.6K$27M+1.74%
Q2 20251.4K$163,000+0.01%
Q1 2025146.2K$17M+1.40%
Q4 2024120.1K$15M+1.15%
Q3 2024120.9K$13M+0.99%
Q2 202437.5K$4M+0.29%
Q1 202438.3K$4M+0.30%
Q4 202339.4K$4M+0.35%
Q3 202343.5K$4M+0.39%
Q2 202343.9K$4M+0.40%
Q1 202344.1K$4M+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vestor Capital, LLC’s full portfolio or all institutional holders of MS.