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
2020 Q2	–	Sell	-4,500	Closed	-$153K	–	261
2020 Q1	$153K	Buy	+4,500	New	+$212K	0.04%	203

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

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.