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Veracity Capital’s Morgan Stanley MS Stock Holding History

Veracity Capital’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
Q3 		$484K Buy
2,575
+480
+23% +$102K 0.13% 135
2026
Q2 		$438K Sell
2,095
-82
-4% -$16.2K 0.12% 153
2026
Q1 		$358K Sell
2,177
-189
-8% -$32.7K 0.13% 155
2025
Q4 		$420K Sell
2,366
-30
-1% -$5K 0.12% 162
2025
Q3 		$381K Buy
2,396
+5
+0.2% +$738 0.12% 174
2025
Q2 		$337K Buy
2,391
+125
+6% +$15.4K 0.12% 179
2025
Q1 		$264K Sell
2,266
-436
-16% -$56.2K 0.1% 182
2024
Q4 		$340K Buy
2,702
+455
+20% +$56K 0.12% 162
2024
Q3 		$234K Buy
2,247
+9
+0.4% +$906 0.09% 187
2024
Q2 		$217K Buy
+2,238
New +$213K 0.09% 184
2020
Q2 		– Sell
-7,324
Closed -$249K – 231
2020
Q1 		$249K Sell
7,324
-273
-4% -$12.9K 0.07% 167
2019
Q4 		$388K Buy
+7,597
New +$360K 0.1% 151

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Veracity Capital's MS Position: Q3 2026 in Review

Veracity Capital increased its Morgan Stanley (MS) stake by 23% in Q3 2026, buying an estimated $102K and bringing the position to 2,575 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #135.

Veracity Capital first reported a position in MS in Q4 2019 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Veracity Capital held 2,575 shares of Morgan Stanley worth $484K as of Q3 2026.
  • Veracity Capital bought 480 Morgan Stanley shares in Q3 2026, an estimated $102K.
  • Morgan Stanley made up 0.13% of Veracity Capital's portfolio in Q3 2026, its #135 holding.
  • Veracity Capital first reported a position in Morgan Stanley in Q4 2019 and has held it in 12 quarters since.
  • 94 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.