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Vermillion Wealth Management’s Morgan Stanley MS Stock Holding History

Vermillion Wealth 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 		– Sell
-66
Closed -$10.9K – 2108
2026
Q1 		$10.9K Buy
+66
New +$11.4K ﹤0.01% 385

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HCM
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ATO
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OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vermillion Wealth Management's MS Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 66 shares — an estimated $10.9K sold.

Vermillion Wealth Management first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $10.9K in Q1 2026. 872 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 66 Morgan Stanley shares in Q2 2026, an estimated $10.9K.
  • Vermillion Wealth Management first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Morgan Stanley position peaked at $10.9K in Q1 2026.
  • 872 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.