New Vernon Investment Management’s Morgan Stanley MS Stock Holding History

New Vernon Investment Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Hold	8,550	–	–	1.49%	26
2025 Q4	$1.52M	Hold	8,550	–	–	1.48%	21
2025 Q3	$1.36M	Hold	8,550	–	–	1.27%	27
2025 Q2	$1.2M	Hold	8,550	–	–	1.4%	24
2025 Q1	$998K	Sell	8,550 -19,074	-69%	-$2.46M	1.33%	24
2024 Q4	$286K	Buy	27,624 +19,074	+223%	+$2.35M	0.38%	37
2024 Q3	$891K	Hold	8,550	–	–	0.96%	28
2024 Q2	$831K	Hold	8,550	–	–	1.08%	27
2024 Q1	$805K	Hold	8,550	–	–	0.68%	25
2023 Q4	$797K	Hold	8,550	–	–	0.92%	23
2023 Q3	$698K	Hold	8,550	–	–	1.07%	20
2023 Q2	$730K	Hold	8,550	–	–	1.18%	19
2023 Q1	$751K	Hold	8,550	–	–	1.55%	15
2022 Q4	$727K	Hold	8,550	–	–	1.12%	19
2022 Q3	$676K	Hold	8,550	–	–	1.38%	19
2022 Q2	$650K	Hold	8,550	–	–	1.12%	22
2022 Q1	$747K	Hold	8,550	–	–	1.04%	24
2021 Q4	$839K	Hold	8,550	–	–	1.34%	18
2021 Q3	$832K	Hold	8,550	–	–	1.41%	16
2021 Q2	$784K	Hold	8,550	–	–	1.31%	20
2021 Q1	$664K	Buy	+8,550	New	+$655K	1.1%	24
2014 Q1	–	Sell	-138,000	Closed	-$4.33M	–	44
2013 Q4	$4.33M	Hold	138,000	–	–	4.41%	8
2013 Q3	$3.72M	Sell	138,000 -48,000	-26%	-$1.29M	4.52%	7
2013 Q2	$4.54M	Buy	+186,000	New	+$4.41M	5.36%	6

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New Vernon Investment Management's MS Position: Q1 2026 in Review

New Vernon Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 8,550 shares worth $1.41M. The position accounts for 1.49% of the portfolio, ranked #26.

New Vernon Investment Management first reported a position in MS in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.54M in Q2 2013. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

New Vernon Investment Management held 8,550 shares of Morgan Stanley worth $1.41M as of Q1 2026.
New Vernon Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 1.49% of New Vernon Investment Management's portfolio in Q1 2026, its #26 holding.
New Vernon Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 24 quarters since.
New Vernon Investment Management's Morgan Stanley position peaked at $4.54M in Q2 2013.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.