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Kesler Norman & Wride’s Morgan Stanley MS Stock Holding History

Kesler Norman & Wride’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 		$1.9M Sell
9,105
-3,350
-27% -$663K 0.3% 82
2026
Q1 		$2.05M Buy
12,455
+414
+3% +$71.7K 0.35% 71
2025
Q4 		$2.14M Buy
12,041
+5,534
+85% +$923K 0.37% 63
2025
Q3 		$818K Sell
6,507
-6,162
-49% -$910K 0.16% 124
2025
Q2 		$1.78M Buy
12,669
+497
+4% +$61K 0.32% 73
2025
Q1 		$1.42M Buy
12,172
+5,665
+87% +$730K 0.27% 88
2024
Q4 		$818K Sell
6,507
-65
-1% -$8.01K 0.18% 119
2024
Q3 		$685K Sell
6,572
-313
-5% -$31.5K 0.13% 138
2024
Q2 		$669K Sell
6,885
-134
-2% -$12.8K 0.14% 118
2024
Q1 		$661K Sell
7,019
-378
-5% -$33.3K 0.14% 118
2023
Q4 		$690K Sell
7,397
-718
-9% -$57.4K 0.16% 121
2023
Q3 		$663K Sell
8,115
-3,231
-28% -$281K 0.17% 123
2023
Q2 		$969K Sell
11,346
-203
-2% -$17.4K 0.23% 99
2023
Q1 		$1.01M Sell
11,549
-241
-2% -$22.5K 0.26% 99
2022
Q4 		$1M Sell
11,790
-426
-3% -$36.3K 0.26% 102
2022
Q3 		$965K Sell
12,216
-768
-6% -$64.7K 0.27% 89
2022
Q2 		$988K Sell
12,984
-774
-6% -$63.4K 0.27% 94
2022
Q1 		$1.2M Sell
13,758
-173
-1% -$16.7K 0.27% 80
2021
Q4 		$1.37M Sell
13,931
-665
-5% -$66.2K 0.29% 80
2021
Q3 		$1.42M Sell
14,596
-1,076
-7% -$107K 0.33% 77
2021
Q2 		$1.5M Sell
15,672
-24,308
-61% -$2.08M 0.35% 77
2021
Q1 		$3.1M Buy
+39,980
New +$3.06M 0.77% 60

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 $3.37T AUM 44.26% 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

Kesler Norman & Wride's MS Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Morgan Stanley (MS) stake by 27% in Q2 2026, selling an estimated $663K and leaving 9,105 shares worth $1.9M. The position accounts for 0.3% of the portfolio, ranked #82.

Kesler Norman & Wride first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.1M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kesler Norman & Wride held 9,105 shares of Morgan Stanley worth $1.9M as of Q2 2026.
  • Kesler Norman & Wride sold 3,350 Morgan Stanley shares in Q2 2026, an estimated $663K.
  • Morgan Stanley made up 0.3% of Kesler Norman & Wride's portfolio in Q2 2026, its #82 holding.
  • Kesler Norman & Wride first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • Kesler Norman & Wride's Morgan Stanley position peaked at $3.1M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.