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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in VALUED ADVISERS TR

MORGAN STANLEY holds 4,773 shares of EQTY (VALUED ADVISERS TR), worth $133,418 as of 2026-Q2. The position was increased (+22.3% shares).

Current Value

$133,418

Current Shares

4,773

Total Value Change

+$42,396

Total Shares Change

+858

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,773
+22.3%
$133,4180.0%$27.95
18
2026-Q1
Unchanged
3,904
0.0%
$99,3640.0%$27.21
0
2025-Q4
Unchanged
3,904
0.0%
$105,3900.0%$27.17
0
2025-Q3
Increased
3,904
+0.0%
$100,2220.0%$25.62
15
2025-Q2
Unchanged
3,903
0.0%
$97,7550.0%$24.90
0
2025-Q1
Unchanged
3,903
0.0%
$90,5280.0%$23.10
0
2024-Q4
Decreased
3,903
-0.3%
$92,7540.0%$23.84
0
2024-Q3
Unchanged
3,915
0.0%
$91,0220.0%$23.14
0

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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