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Manning & Napier Advisors’s Morgan Stanley MS Stock Holding History

Manning & Napier Advisors’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 		$33.5K Buy
158
+4
+3% +$792 ﹤0.01% 409
2026
Q1 		$24.4K Buy
154
+125
+431% +$21.6K ﹤0.01% 393
2025
Q4 		$5.19K Buy
+29
New +$4.84K ﹤0.01% 451

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

Manning & Napier Advisors's MS Position: Q2 2026 in Review

Manning & Napier Advisors increased its Morgan Stanley (MS) stake by 2.6% in Q2 2026, buying an estimated $792 and bringing the position to 158 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Manning & Napier Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Manning & Napier Advisors held 158 shares of Morgan Stanley worth $33.5K as of Q2 2026.
  • Manning & Napier Advisors bought 4 Morgan Stanley shares in Q2 2026, an estimated $792.
  • Morgan Stanley made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #409 holding.
  • Manning & Napier Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.