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NFJ Investment Group’s Morgan Stanley MS Stock Holding History

NFJ Investment Group’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 		$41.7M Buy
199,329
+57,933
+41% +$11.5M 1.41% 19
2026
Q1 		$23.3M Buy
141,396
+17,517
+14% +$3.03M 0.88% 44
2025
Q4 		$22M Sell
123,879
-20,124
-14% -$3.36M 0.79% 45
2025
Q3 		$22.9M Sell
144,003
-20,566
-12% -$3.04M 0.79% 45
2025
Q2 		$23.2M Sell
164,569
-9,928
-6% -$1.22M 0.81% 41
2025
Q1 		$20.4M Sell
174,497
-33,905
-16% -$4.37M 0.68% 49
2024
Q4 		$26.2M Sell
208,402
-43,456
-17% -$5.35M 0.84% 35
2024
Q3 		$26.3M Sell
251,858
-2,811
-1% -$283K 0.77% 40
2024
Q2 		$24.8M Sell
254,669
-12,400
-5% -$1.18M 0.76% 41
2024
Q1 		$25.1M Sell
267,069
-195
-0.1% -$17.2K 0.69% 48
2023
Q4 		$24.9M Sell
267,264
-10,530
-4% -$842K 0.69% 48
2023
Q3 		$22.7M Sell
277,794
-117,959
-30% -$10.2M 0.66% 56
2023
Q2 		$33.8M Sell
395,753
-10,417
-3% -$891K 0.9% 34
2023
Q1 		$35.7M Sell
406,170
-28,048
-6% -$2.62M 0.95% 26
2022
Q4 		$36.9M Sell
434,218
-399,804
-48% -$34.1M 0.97% 25
2022
Q3 		$35.6M Buy
834,022
+358,018
+75% +$30.2M 0.93% 20
2022
Q2 		$36.2M Sell
476,004
-6,330
-1% -$518K 0.87% 26
2022
Q1 		$42.2M Buy
482,334
+17,030
+4% +$1.64M 0.86% 24
2021
Q4 		$45.7M Buy
465,304
+178,285
+62% +$17.8M 0.83% 25
2021
Q3 		$27.9M Buy
287,019
+3,577
+1% +$354K 0.55% 55
2021
Q2 		$26M Buy
283,442
+1,788
+0.6% +$153K 0.49% 58
2021
Q1 		$21.9M Buy
+281,654
New +$21.6M 0.44% 65

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 $3.37T AUM 44.26% 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

NFJ Investment Group's MS Position: Q2 2026 in Review

NFJ Investment Group increased its Morgan Stanley (MS) stake by 41% in Q2 2026, buying an estimated $11.5M and bringing the position to 199,329 shares worth $41.7M. The position accounts for 1.41% of the portfolio, ranked #19.

NFJ Investment Group first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $45.7M in Q4 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • NFJ Investment Group held 199,329 shares of Morgan Stanley worth $41.7M as of Q2 2026.
  • NFJ Investment Group bought 57,933 Morgan Stanley shares in Q2 2026, an estimated $11.5M.
  • Morgan Stanley made up 1.41% of NFJ Investment Group's portfolio in Q2 2026, its #19 holding.
  • NFJ Investment Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • NFJ Investment Group's Morgan Stanley position peaked at $45.7M in Q4 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.