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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
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 – 260
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Veracity Capital's MS Position: Q2 2026 in Review

Veracity Capital reduced its Morgan Stanley (MS) stake by 3.8% in Q2 2026, selling an estimated $16.2K and leaving 2,095 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #153.

Veracity Capital first reported a position in MS in Q4 2019 and has held it in 11 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Veracity Capital held 2,095 shares of Morgan Stanley worth $438K as of Q2 2026.
  • Veracity Capital sold 82 Morgan Stanley shares in Q2 2026, an estimated $16.2K.
  • Morgan Stanley made up 0.12% of Veracity Capital's portfolio in Q2 2026, its #153 holding.
  • Veracity Capital first reported a position in Morgan Stanley in Q4 2019 and has held it in 11 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.