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Nearwater Capital Markets’s Morgan Stanley MS Stock Holding History

Nearwater Capital Markets’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 		$71.1M Buy
+340,000
New +$67.3M 1.23% 25
2025
Q4 		– Sell
-916,809
Closed -$146M – 155
2025
Q3 		$146M Hold
916,809
– – 1.95% 12
2025
Q2 		$129M Buy
916,809
+595,036
+185% +$73.1M 2.07% 12
2025
Q1 		$37.5M Hold
321,773
– – 1.07% 21
2024
Q4 		$40.5M Buy
+321,773
New +$39.6M 1.15% 19

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 $3.38T AUM 44.17% 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

Nearwater Capital Markets's MS Position: Q2 2026 in Review

Nearwater Capital Markets opened a new position in Morgan Stanley (MS) in Q2 2026: 340,000 shares worth $71.1M. The stake represents 1.23% of the portfolio and ranks #25 among its holdings. This is a return to the name: Nearwater Capital Markets previously reported a position in MS as recently as Q3 2025.

Nearwater Capital Markets first reported a position in MS in Q4 2024 and has held it in 5 quarters since. The position peaked at $146M in Q3 2025. 2,746 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nearwater Capital Markets held 340,000 shares of Morgan Stanley worth $71.1M as of Q2 2026.
  • Morgan Stanley was a new Nearwater Capital Markets position in Q2 2026.
  • Morgan Stanley made up 1.23% of Nearwater Capital Markets's portfolio in Q2 2026, its #25 holding.
  • Nearwater Capital Markets first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • Nearwater Capital Markets's Morgan Stanley position peaked at $146M in Q3 2025.
  • 2,746 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.