Morgan Stanley
NVNI

Morgan Stanley’s Nvni Group NVNI Stock Holding History

Morgan Stanley’s Portfolio NVNI Stock Details NVNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$265 – 8438
2025
Q4 		$265 Hold
100
– – ﹤0.01% 7598
2025
Q3 		$830 Hold
100
– – ﹤0.01% 7410
2025
Q2 		$296 Hold
100
– – ﹤0.01% 7519
2025
Q1 		$214 Hold
100
– – ﹤0.01% 7465
2024
Q4 		$2.45K Hold
100
– – ﹤0.01% 7161
2024
Q3 		$846 Hold
100
– – ﹤0.01% 7248
2024
Q2 		$1.04K Hold
100
– – ﹤0.01% 7146
2024
Q1 		$1.89K Hold
100
– – ﹤0.01% 7080
2023
Q4 		$1.49K Buy
+100
New +$2.5K ﹤0.01% 7087

Other funds holding NVNI

DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $146M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Morgan Stanley's NVNI Position: Q1 2026 in Review

Morgan Stanley sold out of Nvni Group (NVNI) in Q1 2026, closing a stake of 100 shares — an estimated $265 sold.

Morgan Stanley first reported a position in NVNI in Q4 2023 and held it in 9 quarters. The position peaked at $2.45K in Q4 2024. 11 funds tracked by Wall St. Rank hold NVNI as of Q1 2026.

  • Morgan Stanley reported no remaining Nvni Group position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 100 Nvni Group shares in Q1 2026, an estimated $265.
  • Morgan Stanley first reported a position in Nvni Group in Q4 2023 and held it in 9 quarters.
  • Morgan Stanley's Nvni Group position peaked at $2.45K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Nvni Group as of Q1 2026.

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