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 Q2	$1.79M	Hold	8,550	–	–	2.19%	16
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New Vernon Investment Management's MS Position: Q2 2026 in Review

New Vernon Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 8,550 shares worth $1.79M. The position accounts for 2.19% of the portfolio, ranked #16.

New Vernon Investment Management first reported a position in MS in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.54M in Q2 2013. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

New Vernon Investment Management held 8,550 shares of Morgan Stanley worth $1.79M as of Q2 2026.
New Vernon Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 2.19% of New Vernon Investment Management's portfolio in Q2 2026, its #16 holding.
New Vernon Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 25 quarters since.
New Vernon Investment Management's Morgan Stanley position peaked at $4.54M in Q2 2013.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on New Vernon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.