VCM
MS icon

Versant Capital Management’s Morgan Stanley MS Stock Holding History

Versant Capital 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 		$1.29M Sell
6,154
-529
-8% -$105K 0.12% 106
2026
Q1 		$1.1M Buy
6,683
+1,579
+31% +$273K 0.11% 109
2025
Q4 		$906K Sell
5,104
-1,954
-28% -$326K 0.11% 99
2025
Q3 		$1.12M Buy
7,058
+2,893
+69% +$427K 0.15% 80
2025
Q2 		$587K Buy
4,165
+586
+16% +$72K 0.09% 141
2025
Q1 		$418K Buy
3,579
+1,313
+58% +$169K 0.07% 195
2024
Q4 		$285K Buy
2,266
+43
+2% +$5.3K 0.06% 140
2024
Q3 		$232K Buy
2,223
+1,706
+330% +$172K 0.05% 142
2024
Q2 		$50.2K Buy
517
+512
+10,240% +$48.7K 0.01% 371
2024
Q1 		$471 Sell
5
-46
-90% -$4.05K ﹤0.01% 1707
2023
Q4 		$4.76K Buy
51
+9
+21% +$720 ﹤0.01% 985
2023
Q3 		$3.43K Buy
42
+22
+110% +$1.91K ﹤0.01% 1115
2023
Q2 		$1.71K Sell
20
-1
-5% -$86 ﹤0.01% 1431
2023
Q1 		$1.84K Buy
+21
New +$1.96K ﹤0.01% 1291
2016
Q1 		– Sell
-18
Closed – – 1404
2015
Q4 		$0 Buy
+18
New +$598 ﹤0.01% 1392

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Versant Capital Management's MS Position: Q2 2026 in Review

Versant Capital Management reduced its Morgan Stanley (MS) stake by 7.9% in Q2 2026, selling an estimated $105K and leaving 6,154 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #106.

Versant Capital Management first reported a position in MS in Q4 2015 and has held it in 15 quarters since. 504 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Versant Capital Management held 6,154 shares of Morgan Stanley worth $1.29M as of Q2 2026.
  • Versant Capital Management sold 529 Morgan Stanley shares in Q2 2026, an estimated $105K.
  • Morgan Stanley made up 0.12% of Versant Capital Management's portfolio in Q2 2026, its #106 holding.
  • Versant Capital Management first reported a position in Morgan Stanley in Q4 2015 and has held it in 15 quarters since.
  • 504 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.