NLP
MS icon

Next Level Private’s Morgan Stanley MS Stock Holding History

Next Level Private’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 		$5.54M Buy
26,523
+130
+0.5% +$25.7K 1.09% 21
2026
Q1 		$4.34M Buy
26,393
+51
+0.2% +$8.83K 0.98% 23
2025
Q4 		$4.68M Sell
26,342
-6
-0% -$1K 1.23% 20
2025
Q3 		$4.17M Buy
26,348
+94
+0.4% +$13.9K 1.21% 21
2025
Q2 		$3.7M Buy
26,254
+6
+0% +$737 1.2% 22
2025
Q1 		$3.06M Hold
26,248
– – 1.14% 26
2024
Q4 		$3.3M Sell
26,248
-55
-0.2% -$6.77K 1.33% 22
2024
Q3 		$2.74M Hold
26,303
– – 1.12% 25
2024
Q2 		$2.56M Hold
26,303
– – 1.17% 24
2024
Q1 		$2.48M Buy
26,303
+55
+0.2% +$4.84K 1.14% 24
2023
Q4 		$2.45M Sell
26,248
-22
-0.1% -$1.76K 1.39% 21
2023
Q3 		$2.11M Buy
26,270
+22
+0.1% +$1.91K 1.4% 21
2023
Q2 		$2.19M Hold
26,248
– – 1.42% 19
2023
Q1 		$2.3M Hold
26,248
– – 1.81% 17
2022
Q4 		$2.3M Hold
26,248
– – 1.69% 16
2022
Q3 		$2.18M Buy
+26,248
New +$2.21M 1.92% 15
2022
Q2 		– Sell
-26,248
Closed -$2.29M – 170
2022
Q1 		$2.29M Sell
26,248
-33
-0.1% -$3.18K 1.85% 15
2021
Q4 		$2.58M Buy
+26,281
New +$2.62M 2.16% 13

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

Next Level Private's MS Position: Q2 2026 in Review

Next Level Private increased its Morgan Stanley (MS) stake by 0.49% in Q2 2026, buying an estimated $25.7K and bringing the position to 26,523 shares worth $5.54M. The position accounts for 1.09% of the portfolio, ranked #21.

Next Level Private first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Next Level Private held 26,523 shares of Morgan Stanley worth $5.54M as of Q2 2026.
  • Next Level Private bought 130 Morgan Stanley shares in Q2 2026, an estimated $25.7K.
  • Morgan Stanley made up 1.09% of Next Level Private's portfolio in Q2 2026, its #21 holding.
  • Next Level Private first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.