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Naviter Wealth’s Morgan Stanley MS Stock Holding History

Naviter Wealth’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 		$711K Buy
3,399
+674
+25% +$133K 0.06% 196
2026
Q1 		$448K Buy
2,725
+51
+2% +$8.83K 0.06% 211
2025
Q4 		$475K Sell
2,674
-704
-21% -$117K 0.06% 204
2025
Q3 		$537K Buy
3,378
+554
+20% +$81.8K 0.06% 195
2025
Q2 		$398K Buy
2,824
+146
+5% +$17.9K 0.05% 208
2025
Q1 		$309K Buy
2,678
+78
+3% +$10.1K 0.04% 230
2024
Q4 		$327K Hold
2,600
– – 0.04% 231
2024
Q3 		$271K Buy
+2,600
New +$262K 0.04% 211

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

Naviter Wealth's MS Position: Q2 2026 in Review

Naviter Wealth increased its Morgan Stanley (MS) stake by 25% in Q2 2026, buying an estimated $133K and bringing the position to 3,399 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #196.

Naviter Wealth first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Naviter Wealth held 3,399 shares of Morgan Stanley worth $711K as of Q2 2026.
  • Naviter Wealth bought 674 Morgan Stanley shares in Q2 2026, an estimated $133K.
  • Morgan Stanley made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #196 holding.
  • Naviter Wealth first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.