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Nestegg Advisors’s Morgan Stanley MS Stock Holding History

Nestegg Advisors’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 		$210K Buy
+1,002
New +$198K 0.15% 53

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Nestegg Advisors's MS Position: Q2 2026 in Review

Nestegg Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,002 shares worth $210K. The stake represents 0.15% of the portfolio and ranks #53 among its holdings.

464 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nestegg Advisors held 1,002 shares of Morgan Stanley worth $210K as of Q2 2026.
  • Morgan Stanley was a new Nestegg Advisors position in Q2 2026.
  • Morgan Stanley made up 0.15% of Nestegg Advisors's portfolio in Q2 2026, its #53 holding.
  • 464 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.