Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$237,260
+$29,905 QoQ
Shares Held
1,135
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,275
of 2,723 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verum Partners LLC holds $237,260 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,135 | $237,260 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,260 | 1,135 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $207,355 | 1,168 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $221,009 | 1,569 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $208,192 | 1,656 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||