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Disclosery

MORGAN STANLEY: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on USMV, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 14,034,510 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,034,510 shares
    Change vs previous 13F +1,285,600 shares

    0.07% of the 13F portfolio, value $1,353,768,936.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,748,910 shares
    Change vs previous 13F -2,487,931 shares

    0.07% of the 13F portfolio, value $1,182,334,123.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 15,236,841 shares
    Change vs previous 13F +465,870 shares

    0.09% of the 13F portfolio, value $1,434,701,120.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 14,770,971 shares
    Change vs previous 13F +2,237,806 shares

    0.09% of the 13F portfolio, value $1,405,310,447.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,533,165 shares
    Change vs previous 13F -4,976,192 shares

    0.08% of the 13F portfolio, value $1,176,488,358.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,509,357 shares
    Change vs previous 13F +787,411 shares

    0.12% of the 13F portfolio, value $1,639,926,492.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 16,721,946 shares
    Change vs previous 13F -5,101,982 shares

    0.1% of the 13F portfolio, value $1,484,741,754.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 21,823,928 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,992,743,049.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).