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Versor Investments’s Morgan Stanley MS Stock Holding History

Versor Investments’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 		– Sell
-3,193
Closed -$567K – 374
2025
Q4 		$567K Sell
3,193
-179
-5% -$29.9K 0.09% 285
2025
Q3 		$536K Sell
3,372
-8,021
-70% -$1.18M 0.1% 293
2025
Q2 		$1.6M Buy
11,393
+8,893
+356% +$1.09M 0.28% 60
2025
Q1 		$292K Sell
2,500
-600
-19% -$77.3K 0.05% 571
2024
Q4 		$390K Buy
3,100
+500
+19% +$61.6K 0.07% 470
2024
Q3 		$271K Sell
2,600
-3,522
-58% -$355K 0.04% 618
2024
Q2 		$595K Buy
+6,122
New +$583K 0.11% 300
2020
Q4 		– Sell
-9,000
Closed -$435K – 218
2020
Q3 		$435K Buy
+9,000
New +$453K 0.04% 172
2020
Q1 		– Sell
-22,700
Closed -$1.16M – 312
2019
Q4 		$1.16M Buy
22,700
+16,300
+255% +$772K 0.06% 126
2019
Q3 		$273K Buy
+6,400
New +$274K 0.02% 255
2019
Q1 		– Sell
-13,900
Closed -$551K – 309
2018
Q4 		$551K Buy
+13,900
New +$607K 0.13% 147
2018
Q1 		– Sell
-10,800
Closed -$567K – 274
2017
Q4 		$567K Buy
+10,800
New +$546K 0.16% 162
2017
Q3 		– Sell
-6,527
Closed -$291K – 214
2017
Q2 		$291K Buy
+6,527
New +$281K 0.08% 127
2017
Q1 		– Sell
-8,700
Closed -$368K – 122
2016
Q4 		$368K Buy
+8,700
New +$329K 0.15% 43

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

Versor Investments's MS Position: Q1 2026 in Review

Versor Investments sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,193 shares — an estimated $567K sold.

Versor Investments first reported a position in MS in Q4 2016 and held it in 14 quarters. The position peaked at $1.6M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Versor Investments reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 3,193 Morgan Stanley shares in Q1 2026, an estimated $567K.
  • Versor Investments first reported a position in Morgan Stanley in Q4 2016 and held it in 14 quarters.
  • Versor Investments's Morgan Stanley position peaked at $1.6M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.