Morgan Stanley
NRDS icon

Morgan Stanley’s NerdWallet NRDS Stock Holding History

Morgan Stanley’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
203,344
+14,147
+7% +$159K ﹤0.01% 4731
2025
Q4 		$2.56M Sell
189,197
-168,163
-47% -$2.2M ﹤0.01% 4639
2025
Q3 		$3.85M Sell
357,360
-178,928
-33% -$1.91M ﹤0.01% 4354
2025
Q2 		$5.88M Sell
536,288
-84,958
-14% -$852K ﹤0.01% 3926
2025
Q1 		$5.62M Buy
621,246
+233,368
+60% +$2.8M ﹤0.01% 3835
2024
Q4 		$5.16M Buy
387,878
+151,942
+64% +$2.03M ﹤0.01% 3971
2024
Q3 		$3M Sell
235,936
-241,588
-51% -$3.2M ﹤0.01% 4367
2024
Q2 		$6.97M Buy
477,524
+292,135
+158% +$4M ﹤0.01% 3618
2024
Q1 		$2.73M Sell
185,389
-380,707
-67% -$5.89M ﹤0.01% 4368
2023
Q4 		$8.33M Buy
566,096
+491,500
+659% +$5.42M ﹤0.01% 4058
2023
Q3 		$663K Sell
74,596
-265,889
-78% -$2.49M ﹤0.01% 5027
2023
Q2 		$3.2M Sell
340,485
-245,268
-42% -$2.77M ﹤0.01% 4100
2023
Q1 		$9.48M Buy
585,753
+519,271
+781% +$7.82M ﹤0.01% 3199
2022
Q4 		$638K Buy
66,482
+32,414
+95% +$364K ﹤0.01% 5112
2022
Q3 		$302K Sell
34,068
-4,294
-11% -$42.1K ﹤0.01% 5524
2022
Q2 		$305K Buy
38,362
+28,917
+306% +$294K ﹤0.01% 5677
2022
Q1 		$113K Sell
9,445
-98,867
-91% -$1.27M ﹤0.01% 6239
2021
Q4 		$1.69M Buy
+108,312
New +$2.12M ﹤0.01% 4702

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return