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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Verition Fund Management's MS Position: Q1 2026 in Review

Verition Fund Management reduced its Morgan Stanley (MS) stake by 93% in Q1 2026, selling an estimated $23.8M and leaving 10,020 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1112.

Verition Fund Management first reported a position in MS in Q3 2013 and has held it in 41 quarters since. The position peaked at $26.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Verition Fund Management held 10,020 shares of Morgan Stanley worth $1.65M as of Q1 2026.
  • Verition Fund Management sold 137,673 Morgan Stanley shares in Q1 2026, an estimated $23.8M.
  • Morgan Stanley made up 0.01% of Verition Fund Management's portfolio in Q1 2026, its #1112 holding.
  • Verition Fund Management first reported a position in Morgan Stanley in Q3 2013 and has held it in 41 quarters since.
  • Verition Fund Management's Morgan Stanley position peaked at $26.2M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.