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Nancy E. Dempze’s Morgan Stanley MS Stock Holding History

Nancy E. Dempze’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 		$1.63M Sell
7,783
-800
-9% -$158K 0.78% 36
2026
Q1 		$1.41M Hold
8,583
– – 0.78% 36
2025
Q4 		$1.52M Buy
8,583
+583
+7% +$97.2K 0.79% 37
2025
Q3 		$1.27M Hold
8,000
– – 0.7% 42
2025
Q2 		$1.13M Sell
8,000
-3,000
-27% -$368K 0.65% 39
2025
Q1 		$1.28M Sell
11,000
-4,000
-27% -$515K 0.77% 38
2024
Q4 		$1.89M Hold
15,000
– – 1.09% 31
2024
Q3 		$1.56M Buy
+15,000
New +$1.51M 0.87% 37

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nancy E. Dempze's MS Position: Q2 2026 in Review

Nancy E. Dempze reduced its Morgan Stanley (MS) stake by 9.3% in Q2 2026, selling an estimated $158K and leaving 7,783 shares worth $1.63M. The position accounts for 0.78% of the portfolio, ranked #36.

Nancy E. Dempze first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nancy E. Dempze held 7,783 shares of Morgan Stanley worth $1.63M as of Q2 2026.
  • Nancy E. Dempze sold 800 Morgan Stanley shares in Q2 2026, an estimated $158K.
  • Morgan Stanley made up 0.78% of Nancy E. Dempze's portfolio in Q2 2026, its #36 holding.
  • Nancy E. Dempze first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Nancy E. Dempze's Morgan Stanley position peaked at $1.89M in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.