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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
Q2 		$616K Sell
2,945
-250
-8% -$49.5K 0.04% 74
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 $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

Nichols & Pratt Advisers's MS Position: Q2 2026 in Review

Nichols & Pratt Advisers reduced its Morgan Stanley (MS) stake by 7.8% in Q2 2026, selling an estimated $49.5K and leaving 2,945 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #74.

Nichols & Pratt Advisers first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $767K in Q2 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nichols & Pratt Advisers held 2,945 shares of Morgan Stanley worth $616K as of Q2 2026.
  • Nichols & Pratt Advisers sold 250 Morgan Stanley shares in Q2 2026, an estimated $49.5K.
  • Morgan Stanley made up 0.04% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #74 holding.
  • Nichols & Pratt Advisers first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Nichols & Pratt Advisers's Morgan Stanley position peaked at $767K in Q2 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.