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
2026 Q2	$147K	Buy	705 +3	+0.4%	+$594	0.1%	112
2026 Q1	$116K	Hold	702	–	–	0.09%	134
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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nalls Sherbakoff Group's MS Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Morgan Stanley (MS) stake by 0.43% in Q2 2026, buying an estimated $594 and bringing the position to 705 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #112.

Nalls Sherbakoff Group first reported a position in MS in Q4 2018 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Nalls Sherbakoff Group held 705 shares of Morgan Stanley worth $147K as of Q2 2026.
Nalls Sherbakoff Group bought 3 Morgan Stanley shares in Q2 2026, an estimated $594.
Morgan Stanley made up 0.1% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #112 holding.
Nalls Sherbakoff Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 11 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.