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Nalls Sherbakoff Group’s Morgan Stanley MS Stock Holding History

Nalls Sherbakoff Group’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
2025
Q4 		$125K Hold
702
– – 0.09% 132
2025
Q3 		$112K Hold
702
– – 0.08% 142
2025
Q2 		$98.9K Hold
702
– – 0.07% 142
2025
Q1 		$81.9K Buy
+702
New +$90.5K 0.07% 143
2023
Q4 		$74.8K Buy
802
+89
+12% +$7.12K 0.07% 134
2023
Q3 		$58.2K Hold
713
– – 0.06% 146
2023
Q2 		$58.3K Sell
713
-100
-12% -$8.55K 0.06% 150
2023
Q1 		$70K Buy
+813
New +$75.9K 0.07% 139
2018
Q4 		$28K Buy
+702
New +$30.6K 0.04% 194

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nalls Sherbakoff Group's MS Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Morgan Stanley (MS) position steady in Q4 2025 at 702 shares worth $125K. The position accounts for 0.09% of the portfolio, ranked #132.

Nalls Sherbakoff Group first reported a position in MS in Q4 2018 and has held it in 9 quarters since. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Nalls Sherbakoff Group held 702 shares of Morgan Stanley worth $125K as of Q4 2025.
  • Nalls Sherbakoff Group left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up 0.09% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #132 holding.
  • Nalls Sherbakoff Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 9 quarters since.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.