NIM
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Nexus Investment Management’s Morgan Stanley MS Stock Holding History

Nexus Investment Management’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 		$24.5M Sell
117,027
-2,751
-2% -$545K 3.19% 16
2026
Q1 		$19.7M Buy
119,778
+2,751
+2% +$476K 2.76% 18
2025
Q4 		$20.8M Sell
117,027
-15,000
-11% -$2.5M 2.83% 18
2025
Q3 		$21M Sell
132,027
-9,674
-7% -$1.43M 2.98% 16
2025
Q2 		$20M Hold
141,701
– – 2.98% 20
2025
Q1 		$23.8M Buy
141,701
+9,674
+7% +$1.25M 2.69% 19
2024
Q4 		$16.6M Sell
132,027
-50,000
-27% -$6.16M 1.66% 31
2024
Q3 		$19M Hold
182,027
– – 1.86% 29
2024
Q2 		$17.7M Hold
182,027
– – 1.86% 29
2024
Q1 		$17.1M Buy
182,027
+10,686
+6% +$941K 1.65% 29
2023
Q4 		$16M Hold
171,341
– – 1.67% 30
2023
Q3 		$14M Buy
+171,341
New +$14.9M 1.58% 30

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nexus Investment Management's MS Position: Q2 2026 in Review

Nexus Investment Management reduced its Morgan Stanley (MS) stake by 2.3% in Q2 2026, selling an estimated $545K and leaving 117,027 shares worth $24.5M. The position accounts for 3.19% of the portfolio, ranked #16.

Nexus Investment Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 890 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nexus Investment Management held 117,027 shares of Morgan Stanley worth $24.5M as of Q2 2026.
  • Nexus Investment Management sold 2,751 Morgan Stanley shares in Q2 2026, an estimated $545K.
  • Morgan Stanley made up 3.19% of Nexus Investment Management's portfolio in Q2 2026, its #16 holding.
  • Nexus Investment Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nexus Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.