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NBC Securities’s Morgan Stanley MS Stock Holding History

NBC Securities’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 		$5.63M Sell
34,184
-1,800
-5% -$312K 0.42% 36
2025
Q4 		$6.39M Sell
35,984
-178
-0.5% -$29.7K 0.48% 25
2025
Q3 		$5.75M Buy
36,162
+1,049
+3% +$155K 0.44% 30
2025
Q2 		$4.95M Buy
35,113
+1,356
+4% +$167K 0.4% 37
2025
Q1 		$3.94M Buy
33,757
+33,723
+99,185% +$4.35M 0.34% 59
2024
Q4 		$4.34K Sell
34
-35,393
-100% -$4.36M 0.4% 46
2024
Q3 		$3.69M Sell
35,427
-297
-0.8% -$29.9K 0.31% 67
2024
Q2 		$3.47M Buy
35,724
+1,757
+5% +$167K 0.32% 63
2024
Q1 		$3.2M Buy
33,967
+28,673
+542% +$2.53M 0.3% 74
2023
Q4 		$493K Sell
5,294
-400
-7% -$32K 0.05% 417
2023
Q3 		$465K Buy
+5,694
New +$494K 0.05% 407

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

NBC Securities's MS Position: Q1 2026 in Review

NBC Securities reduced its Morgan Stanley (MS) stake by 5% in Q1 2026, selling an estimated $312K and leaving 34,184 shares worth $5.63M. The position accounts for 0.42% of the portfolio, ranked #36.

NBC Securities first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NBC Securities held 34,184 shares of Morgan Stanley worth $5.63M as of Q1 2026.
  • NBC Securities sold 1,800 Morgan Stanley shares in Q1 2026, an estimated $312K.
  • Morgan Stanley made up 0.42% of NBC Securities's portfolio in Q1 2026, its #36 holding.
  • NBC Securities first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's Morgan Stanley position peaked at $6.39M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.