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NCP Inc’s Morgan Stanley MS Stock Holding History

NCP Inc’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 		– Sell
-103
Closed -$18.3K – 129
2025
Q4 		$18.3K Buy
+103
New +$17.2K 0.01% 106
2025
Q2 		– Sell
-101
Closed -$11.8K – 100
2025
Q1 		$11.8K Hold
101
– – 0.02% 100
2024
Q4 		$12.6K Sell
101
-16
-14% -$1.97K 0.01% 100
2024
Q3 		$12.2K Buy
117
+1
+0.9% +$101 0.01% 95
2024
Q2 		$11.2K Buy
116
+1
+0.9% +$95 0.01% 99
2024
Q1 		$10.8K Buy
+115
New +$10.1K 0.01% 99

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

NCP Inc's MS Position: Q1 2026 in Review

NCP Inc sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 103 shares — an estimated $18.3K sold.

NCP Inc first reported a position in MS in Q1 2024 and held it in 6 quarters. The position peaked at $18.3K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NCP Inc reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • NCP Inc sold 103 Morgan Stanley shares in Q1 2026, an estimated $18.3K.
  • NCP Inc first reported a position in Morgan Stanley in Q1 2024 and held it in 6 quarters.
  • NCP Inc's Morgan Stanley position peaked at $18.3K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NCP Inc's 13F filing for Q1 2026, filed 8 May 2026.