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Verus Capital Partners’s Morgan Stanley MS Stock Holding History

Verus Capital 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 		$206K Buy
+984
New +$195K 0.01% 468
2020
Q1 		$27K Buy
785
+13
+2% +$612 0.01% 684
2019
Q4 		$39K Buy
+772
New +$36.5K 0.01% 681

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Verus Capital Partners's MS Position: Q2 2026 in Review

Verus Capital Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 984 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Verus Capital Partners previously reported a position in MS as recently as Q1 2020.

Verus Capital Partners first reported a position in MS in Q4 2019 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Verus Capital Partners held 984 shares of Morgan Stanley worth $206K as of Q2 2026.
  • Morgan Stanley was a new Verus Capital Partners position in Q2 2026.
  • Morgan Stanley made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #468 holding.
  • Verus Capital Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.