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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
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 $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Naviter Wealth's MS Position: Q1 2026 in Review

Naviter Wealth increased its Morgan Stanley (MS) stake by 1.9% in Q1 2026, buying an estimated $8.83K and bringing the position to 2,725 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #211.

Naviter Wealth first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $537K in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Naviter Wealth held 2,725 shares of Morgan Stanley worth $448K as of Q1 2026.
  • Naviter Wealth bought 51 Morgan Stanley shares in Q1 2026, an estimated $8.83K.
  • Morgan Stanley made up 0.06% of Naviter Wealth's portfolio in Q1 2026, its #211 holding.
  • Naviter Wealth first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Naviter Wealth's Morgan Stanley position peaked at $537K in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.