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NBW Capital’s Morgan Stanley MS Stock Holding History

NBW Capital’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
2025
Q2 		$300K Buy
2,129
+381
+22% +$46.8K 0.06% 81
2025
Q1 		$204K Sell
1,748
-206
-11% -$26.5K 0.05% 99
2024
Q4 		$246K Sell
1,954
-512
-21% -$63.1K 0.05% 84
2024
Q3 		$257K Buy
2,466
+47
+2% +$4.73K 0.05% 86
2024
Q2 		$235K Sell
2,419
-114
-5% -$10.9K 0.05% 88
2024
Q1 		$239K Sell
2,533
-35
-1% -$3.08K 0.05% 99
2023
Q4 		$239K Sell
2,568
-382
-13% -$30.6K 0.05% 95
2023
Q3 		$241K Sell
2,950
-75
-2% -$6.51K 0.06% 84
2023
Q2 		$258K Buy
3,025
+123
+4% +$10.5K 0.06% 90
2023
Q1 		$255K Buy
+2,902
New +$271K 0.06% 90
2021
Q1 		– Sell
-5,298
Closed -$363K – 79
2020
Q4 		$363K Buy
+5,298
New +$304K 0.11% 74

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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

NBW Capital's MS Position: Q2 2025 in Review

NBW Capital increased its Morgan Stanley (MS) stake by 22% in Q2 2025, buying an estimated $46.8K and bringing the position to 2,129 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #81.

NBW Capital first reported a position in MS in Q4 2020 and has held it in 11 quarters since. The position peaked at $363K in Q4 2020. 2,205 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • NBW Capital held 2,129 shares of Morgan Stanley worth $300K as of Q2 2025.
  • NBW Capital bought 381 Morgan Stanley shares in Q2 2025, an estimated $46.8K.
  • Morgan Stanley made up 0.06% of NBW Capital's portfolio in Q2 2025, its #81 holding.
  • NBW Capital first reported a position in Morgan Stanley in Q4 2020 and has held it in 11 quarters since.
  • NBW Capital's Morgan Stanley position peaked at $363K in Q4 2020.
  • 2,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.