Morgan Stanley
VBTX

Morgan Stanley’s Veritex Holdings VBTX Stock Holding History

Morgan Stanley’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-618,826
Closed -$20.7M – 8474
2025
Q3 		$20.7M Sell
618,826
-98,020
-14% -$3.16M ﹤0.01% 2862
2025
Q2 		$18.7M Sell
716,846
-5,078
-0.7% -$121K ﹤0.01% 2881
2025
Q1 		$18M Sell
721,924
-25,820
-3% -$665K ﹤0.01% 2792
2024
Q4 		$20.3M Sell
747,744
-123,113
-14% -$3.47M ﹤0.01% 2747
2024
Q3 		$22.9M Buy
870,857
+48,752
+6% +$1.15M ﹤0.01% 2668
2024
Q2 		$17.3M Buy
822,105
+1,493
+0.2% +$30.2K ﹤0.01% 2816
2024
Q1 		$16.8M Sell
820,612
-925,426
-53% -$19.1M ﹤0.01% 2885
2023
Q4 		$40.6M Buy
1,746,038
+915,967
+110% +$18M ﹤0.01% 2668
2023
Q3 		$14.9M Buy
830,071
+167,598
+25% +$3.23M ﹤0.01% 2754
2023
Q2 		$11.9M Sell
662,473
-98,523
-13% -$1.75M ﹤0.01% 3008
2023
Q1 		$13.9M Buy
760,996
+294,250
+63% +$7.5M ﹤0.01% 2830
2022
Q4 		$13.1M Buy
466,746
+82,018
+21% +$2.44M ﹤0.01% 2793
2022
Q3 		$10.2M Sell
384,728
-62,340
-14% -$1.89M ﹤0.01% 2963
2022
Q2 		$13.1M Buy
447,068
+213,014
+91% +$7.09M ﹤0.01% 2769
2022
Q1 		$8.93M Sell
234,054
-21,507
-8% -$865K ﹤0.01% 3039
2021
Q4 		$10.2M Buy
255,561
+76,627
+43% +$3.1M ﹤0.01% 2939
2021
Q3 		$7.04M Sell
178,934
-3,269
-2% -$114K ﹤0.01% 3322
2021
Q2 		$6.45M Buy
182,203
+53,916
+42% +$1.89M ﹤0.01% 3503
2021
Q1 		$4.2M Sell
128,287
-27,551
-18% -$812K ﹤0.01% 3591
2020
Q4 		$4M Buy
155,838
+31,983
+26% +$703K ﹤0.01% 3496
2020
Q3 		$2.11M Sell
123,855
-3,318
-3% -$57.4K ﹤0.01% 3610
2020
Q2 		$2.25M Buy
127,173
+7,110
+6% +$115K ﹤0.01% 3491
2020
Q1 		$1.68M Sell
120,063
-191,214
-61% -$4.6M ﹤0.01% 3512
2019
Q4 		$9.07M Buy
311,277
+144,044
+86% +$3.7M ﹤0.01% 2531
2019
Q3 		$4.06M Sell
167,233
-36,740
-18% -$905K ﹤0.01% 3094
2019
Q2 		$5.29M Buy
203,973
+67,781
+50% +$1.76M ﹤0.01% 2870
2019
Q1 		$3.3M Buy
136,192
+95,073
+231% +$2.41M ﹤0.01% 3113
2018
Q4 		$880K Buy
41,119
+14
+0% +$342 ﹤0.01% 4373
2018
Q3 		$1.16M Sell
41,105
-26,526
-39% -$815K ﹤0.01% 4419
2018
Q2 		$2.1M Buy
67,631
+8,148
+14% +$244K ﹤0.01% 4040
2018
Q1 		$1.65M Buy
59,483
+20,946
+54% +$592K ﹤0.01% 4166
2017
Q4 		$1.06M Sell
38,537
-3,188
-8% -$86.1K ﹤0.01% 4500
2017
Q3 		$1.13M Buy
41,725
+29,021
+228% +$763K ﹤0.01% 4342
2017
Q2 		$334K Sell
12,704
-2,672
-17% -$71.6K ﹤0.01% 5041
2017
Q1 		$432K Sell
15,376
-8,861
-37% -$245K ﹤0.01% 4927
2016
Q4 		$647K Buy
24,237
+22,727
+1,505% +$467K ﹤0.01% 4765
2016
Q3 		$26K Buy
+1,510
New +$25.7K ﹤0.01% 5832
2016
Q2 		– Sell
-16,067
Closed -$234K – 6662
2016
Q1 		$234K Buy
+16,067
New +$228K ﹤0.01% 4890
2015
Q4 		– Sell
-1,541
Closed -$24K – 6798
2015
Q3 		$24K Sell
1,541
-6,991
-82% -$111K ﹤0.01% 5993
2015
Q2 		$127K Sell
8,532
-3,190
-27% -$45.9K ﹤0.01% 5464
2015
Q1 		$164K Buy
11,722
+11,030
+1,594% +$153K ﹤0.01% 5299
2014
Q4 		$10K Buy
+692
New +$10.1K ﹤0.01% 6220

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley's VBTX Position: Q4 2025 in Review

Morgan Stanley sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 618,826 shares — an estimated $20.7M sold.

Morgan Stanley first reported a position in VBTX in Q4 2014 and held it in 42 quarters. The position peaked at $40.6M in Q4 2023. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Morgan Stanley reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 618,826 Veritex Holdings shares in Q4 2025, an estimated $20.7M.
  • Morgan Stanley first reported a position in Veritex Holdings in Q4 2014 and held it in 42 quarters.
  • Morgan Stanley's Veritex Holdings position peaked at $40.6M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.