VP
MS icon

Verum Partners’s Morgan Stanley MS Stock Holding History

Verum Partners’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 		$237K Buy
+1,135
New +$225K 0.04% 177
2026
Q1 		– Sell
-1,168
Closed -$207K – 180
2025
Q4 		$207K Buy
+1,168
New +$195K 0.04% 159
2025
Q3 		– Sell
-1,569
Closed -$221K – 175
2025
Q2 		$221K Buy
+1,569
New +$193K 0.05% 153
2025
Q1 		– Sell
-1,656
Closed -$208K – 169
2024
Q4 		$208K Buy
+1,656
New +$204K 0.06% 155

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Verum Partners's MS Position: Q2 2026 in Review

Verum Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,135 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings. This is a return to the name: Verum Partners previously reported a position in MS as recently as Q4 2025.

Verum Partners first reported a position in MS in Q4 2024 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Verum Partners held 1,135 shares of Morgan Stanley worth $237K as of Q2 2026.
  • Morgan Stanley was a new Verum Partners position in Q2 2026.
  • Morgan Stanley made up 0.04% of Verum Partners's portfolio in Q2 2026, its #177 holding.
  • Verum Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.