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Morgan Stanley shares owned by Verum Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Verum Partners from 13F filings

Historical chart of Verum Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Verum Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Verum Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 1.2k 177.58
2025-06-30 $221k 1.6k 140.84
2024-12-31 $208k 1.7k 125.72

More positions owned by Verum Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Gmo Etf Trust Gmo Us Quality E (QLTY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds Small Cp Etf (VB)
Cambria Etf Tr Cambria Fgn Shr (FYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Verum Partners

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley