Back to MS-PP
VALLEY WEALTH MANAGERS, INC. → MS-PP
VALLEY WEALTH MANAGERS, INC. MS-PP Position History
MS-PP
Quarters held
16
Latest value
$27.1M
Q3 2026
Peak value
$30M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21K |
| Q3 2025 | $3.9M |
| Q3 2025 | $27.1M |
| Q4 2025 | $11K |
| Q4 2025 | $23K |
| Q4 2025 | $4.4M |
| Q4 2025 | $30M |
| Q1 2026 | $14K |
| Q1 2026 | $3.8M |
| Q1 2026 | $23.5M |
| Q2 2026 | $18K |
| Q2 2026 | $4.8M |
| Q2 2026 | $29.9M |
| Q3 2026 | $16K |
| Q3 2026 | $4.3M |
| Q3 2026 | $27.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.1M | 143.9K | — | — |
| Q3 2026 | $4.3M | 23.0K | — | — |
| Q3 2026 | $16K | 87 | — | — |
| Q2 2026 | $29.9M | 143.1K | — | — |
| Q2 2026 | $4.8M | 23.0K | — | — |
| Q2 2026 | $18K | 87 | — | — |
| Q1 2026 | $23.5M | 142.8K | — | — |
| Q1 2026 | $3.8M | 23.1K | — | — |
| Q1 2026 | $14K | 87 | — | — |
| Q4 2025 | $30M | 168.8K | — | — |
| Q4 2025 | $4.4M | 24.7K | — | — |
| Q4 2025 | $23K | 131 | — | — |
| Q4 2025 | $11K | 61 | — | — |
| Q3 2025 | $27.1M | 170.6K | — | — |
| Q3 2025 | $3.9M | 24.8K | — | — |
| Q3 2025 | $21K | 131 | — | — |
Other funds holding MS-PP
Other VALLEY WEALTH MANAGERS, INC. positions
VGES
$63.7MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.3MVANGUARD RUSSELL 1000 GROWTH ETF
AAPL
$56.7MAPPLE INC COM
VGES
$53.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$51.8MVANGUARD RUSSELL 1000 GROWTH ETF
STX
$50MSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
AAPL
$49.8MAPPLE INC COM