Verition Fund Management
MS icon

Verition Fund Management’s Morgan Stanley MS Stock Holding History

Verition Fund 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 		$7M Sell
33,500
-1,000
-3% -$198K 0.04% 502
2026
Q1 		$5.68M Sell
34,500
-57,500
-63% -$9.95M 0.04% 531
2025
Q4 		$16.3M Buy
92,000
+20,400
+28% +$3.4M 0.06% 251
2025
Q3 		$11.4M Buy
71,600
+20,900
+41% +$3.09M 0.05% 449
2025
Q2 		$7.14M Buy
50,700
+17,900
+55% +$2.2M 0.03% 764
2025
Q1 		$3.83M Sell
32,800
-113,500
-78% -$14.6M 0.02% 1045
2024
Q4 		$18.4M Buy
146,300
+57,700
+65% +$7.11M 0.07% 267
2024
Q3 		$9.24M Buy
88,600
+200
+0.2% +$20.1K 0.05% 437
2024
Q2 		$8.59M Sell
88,400
-6,600
-7% -$628K 0.05% 422
2024
Q1 		$8.95M Buy
95,000
+51,800
+120% +$4.56M 0.06% 371
2023
Q4 		$4.03M Buy
43,200
+31,000
+254% +$2.48M 0.03% 525
2023
Q3 		$996K Buy
12,200
+6,200
+103% +$538K 0.01% 1083
2023
Q2 		$512K Buy
+6,000
New +$513K 0.01% 1231
2022
Q4 		– Sell
-13,200
Closed -$1.04M – 2522
2022
Q3 		$1.04M Buy
+13,200
New +$1.11M 0.01% 1361
2022
Q2 		– Sell
-20,800
Closed -$1.82M – 2816
2022
Q1 		$1.82M Buy
20,800
+7,700
+59% +$743K 0.02% 1041
2021
Q4 		$1.29M Buy
+13,100
New +$1.3M 0.01% 1136

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

Verition Fund Management's MS Position: Q2 2026 in Review

Verition Fund Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 10,020 shares — an estimated $1.98M sold.

Verition Fund Management first reported a position in MS in Q3 2013 and held it in 41 quarters. The position peaked at $26.2M in Q4 2025. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Verition Fund Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Verition Fund Management sold 10,020 Morgan Stanley shares in Q2 2026, an estimated $1.98M.
  • Verition Fund Management first reported a position in Morgan Stanley in Q3 2013 and held it in 41 quarters.
  • Verition Fund Management's Morgan Stanley position peaked at $26.2M in Q4 2025.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.