Nestegg Advisors
MS icon

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
Q3 		– Sell
-1,002
Closed -$210K – 61
2026
Q2 		$210K Buy
+1,002
New +$198K 0.15% 53

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Nestegg Advisors's MS Position: Q3 2026 in Review

Nestegg Advisors sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,002 shares — an estimated $210K sold.

Nestegg Advisors first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $210K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Nestegg Advisors reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Nestegg Advisors sold 1,002 Morgan Stanley shares in Q3 2026, an estimated $210K.
  • Nestegg Advisors first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
  • Nestegg Advisors's Morgan Stanley position peaked at $210K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Nestegg Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.