NPA
MS icon

Nichols & Pratt Advisers’s Morgan Stanley MS Stock Holding History

Nichols & Pratt Advisers’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
Q1 		$526K Sell
3,195
-1,000
-24% -$173K 0.03% 77
2025
Q4 		$745K Buy
4,195
+250
+6% +$41.7K 0.05% 73
2025
Q3 		$627K Sell
3,945
-1,500
-28% -$221K 0.04% 75
2025
Q2 		$767K Buy
5,445
+3,500
+180% +$430K 0.05% 72
2025
Q1 		$227K Hold
1,945
– – 0.02% 94
2024
Q4 		$245K Hold
1,945
– – 0.02% 93
2024
Q3 		$203K Buy
+1,945
New +$196K 0.01% 103

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nichols & Pratt Advisers's MS Position: Q1 2026 in Review

Nichols & Pratt Advisers reduced its Morgan Stanley (MS) stake by 24% in Q1 2026, selling an estimated $173K and leaving 3,195 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #77.

Nichols & Pratt Advisers first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $767K in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Nichols & Pratt Advisers held 3,195 shares of Morgan Stanley worth $526K as of Q1 2026.
  • Nichols & Pratt Advisers sold 1,000 Morgan Stanley shares in Q1 2026, an estimated $173K.
  • Morgan Stanley made up 0.03% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #77 holding.
  • Nichols & Pratt Advisers first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Nichols & Pratt Advisers's Morgan Stanley position peaked at $767K in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.