Morgan Stanley
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Morgan Stanley’s NACCO Industries NC Stock Holding History

Morgan Stanley’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$421K Sell
8,102
-2,731
-25% -$141K ﹤0.01% 5560
2025
Q4 		$531K Buy
10,833
+1,223
+13% +$56.2K ﹤0.01% 5479
2025
Q3 		$405K Sell
9,610
-3,164
-25% -$125K ﹤0.01% 5601
2025
Q2 		$566K Buy
12,774
+783
+7% +$28.4K ﹤0.01% 5410
2025
Q1 		$404K Sell
11,991
-5,193
-30% -$167K ﹤0.01% 5428
2024
Q4 		$512K Buy
17,184
+38
+0.2% +$1.13K ﹤0.01% 5406
2024
Q3 		$486K Buy
17,146
+7,152
+72% +$202K ﹤0.01% 5420
2024
Q2 		$277K Sell
9,994
-1,294
-11% -$39.3K ﹤0.01% 5537
2024
Q1 		$341K Sell
11,288
-16,380
-59% -$555K ﹤0.01% 5497
2023
Q4 		$1.01M Buy
27,668
+18,419
+199% +$645K ﹤0.01% 5287
2023
Q3 		$324K Sell
9,249
-1,606
-15% -$54.6K ﹤0.01% 5358
2023
Q2 		$376K Buy
10,855
+1,190
+12% +$40.7K ﹤0.01% 5361
2023
Q1 		$349K Buy
9,665
+2,420
+33% +$90.7K ﹤0.01% 5455
2022
Q4 		$275K Buy
7,245
+557
+8% +$26.2K ﹤0.01% 5534
2022
Q3 		$315K Sell
6,688
-3,962
-37% -$173K ﹤0.01% 5505
2022
Q2 		$403K Buy
10,650
+5,582
+110% +$266K ﹤0.01% 5526
2022
Q1 		$199K Sell
5,068
-3,108
-38% -$102K ﹤0.01% 5929
2021
Q4 		$296K Buy
8,176
+3,191
+64% +$103K ﹤0.01% 5851
2021
Q3 		$148K Sell
4,985
-92
-2% -$2.4K ﹤0.01% 6157
2021
Q2 		$133K Buy
5,077
+553
+12% +$13.7K ﹤0.01% 6214
2021
Q1 		$113K Sell
4,524
-2,672
-37% -$65.3K ﹤0.01% 5945
2020
Q4 		$189K Buy
7,196
+2,016
+39% +$47.8K ﹤0.01% 5619
2020
Q3 		$95K Sell
5,180
-459
-8% -$9.95K ﹤0.01% 5454
2020
Q2 		$131K Buy
5,639
+786
+16% +$21.2K ﹤0.01% 5274
2020
Q1 		$135K Sell
4,853
-4,636
-49% -$191K ﹤0.01% 5058
2019
Q4 		$444K Buy
9,489
+4,040
+74% +$214K ﹤0.01% 4991
2019
Q3 		$348K Buy
5,449
+249
+5% +$13K ﹤0.01% 4857
2019
Q2 		$270K Sell
5,200
-2,891
-36% -$135K ﹤0.01% 4888
2019
Q1 		$309K Sell
8,091
-283
-3% -$10.3K ﹤0.01% 4826
2018
Q4 		$284K Buy
8,374
+1,759
+27% +$58.1K ﹤0.01% 5127
2018
Q3 		$217K Sell
6,615
-19,071
-74% -$647K ﹤0.01% 5421
2018
Q2 		$867K Sell
25,686
-24,244
-49% -$878K ﹤0.01% 4720
2018
Q1 		$1.64M Buy
49,930
+11,575
+30% +$466K ﹤0.01% 4171
2017
Q4 		$1.44M Sell
38,355
-53,632
-58% -$2.16M ﹤0.01% 4298
2017
Q3 		$1.8M Buy
91,987
+8,128
+10% +$134K ﹤0.01% 3973
2017
Q2 		$1.36M Sell
83,859
-18,458
-18% -$308K ﹤0.01% 4131
2017
Q1 		$1.63M Sell
102,317
-13,905
-12% -$232K ﹤0.01% 3992
2016
Q4 		$2.4M Buy
116,222
+58,577
+102% +$1.12M ﹤0.01% 3772
2016
Q3 		$895K Sell
57,645
-33,799
-37% -$484K ﹤0.01% 4120
2016
Q2 		$1.17M Buy
91,444
+17,411
+24% +$225K ﹤0.01% 3857
2016
Q1 		$971K Sell
74,033
-23,933
-24% -$265K ﹤0.01% 3961
2015
Q4 		$945K Buy
97,966
+74,133
+311% +$755K ﹤0.01% 4087
2015
Q3 		$260K Buy
23,833
+3,121
+15% +$38.4K ﹤0.01% 4962
2015
Q2 		$288K Buy
20,712
+2,512
+14% +$32.1K ﹤0.01% 5058
2015
Q1 		$220K Sell
18,200
-980
-5% -$12.5K ﹤0.01% 5156
2014
Q4 		$260K Sell
19,180
-9,980
-34% -$128K ﹤0.01% 5082
2014
Q3 		$331K Sell
29,160
-26,297
-47% -$312K ﹤0.01% 4845
2014
Q2 		$641K Sell
55,457
-19,031
-26% -$230K ﹤0.01% 4404
2014
Q1 		$923K Sell
74,488
-42,641
-36% -$560K ﹤0.01% 4057
2013
Q4 		$1.67M Sell
117,129
-95,484
-45% -$1.29M ﹤0.01% 3518
2013
Q3 		$2.69M Sell
212,613
-139,403
-40% -$1.85M ﹤0.01% 2985
2013
Q2 		$4.61M Buy
+352,016
New +$4.35M ﹤0.01% 2408

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley's NC Position: Q1 2026 in Review

Morgan Stanley reduced its NACCO Industries (NC) stake by 25% in Q1 2026, selling an estimated $141K and leaving 8,102 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #5560.

Morgan Stanley first reported a position in NC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.61M in Q2 2013. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Morgan Stanley held 8,102 shares of NACCO Industries worth $421K as of Q1 2026.
  • Morgan Stanley sold 2,731 NACCO Industries shares in Q1 2026, an estimated $141K.
  • NACCO Industries made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5560 holding.
  • Morgan Stanley first reported a position in NACCO Industries in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's NACCO Industries position peaked at $4.61M in Q2 2013.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.