Nicolet Advisory Services’s Morgan Stanley MS Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$1.42M	Buy	7,600 +121	+2%	+$20.2K	0.1%	106
2025 Q3	$1.17M	Buy	7,479 +51	+0.7%	+$7.53K	0.09%	110
2025 Q2	$1.03M	Buy	7,428 +103	+1%	+$12.7K	0.09%	118
2025 Q1	$781K	Sell	7,325 -433	-6%	-$55.8K	0.08%	142
2024 Q4	$958K	Buy	7,758 +164	+2%	+$20.2K	0.09%	119
2024 Q3	$794K	Buy	7,594 +355	+5%	+$35.8K	0.08%	137
2024 Q2	$749K	Buy	7,239 +362	+5%	+$34.5K	0.07%	132
2024 Q1	$647K	Sell	6,877 -1,387	-17%	-$122K	0.07%	141
2023 Q4	$771K	Buy	8,264 +412	+5%	+$33K	0.08%	121
2023 Q3	$621K	Buy	7,852 +277	+4%	+$24.1K	0.07%	136
2023 Q2	$631K	Buy	7,575 +497	+7%	+$42.5K	0.07%	131
2023 Q1	$596K	Buy	7,078 +674	+11%	+$62.9K	0.07%	132
2022 Q4	$573K	Buy	6,404 +3,212	+101%	+$274K	0.08%	118
2022 Q3	$250K	Buy	3,192 +87	+3%	+$7.33K	0.04%	154
2022 Q2	$239K	Buy	3,105 +43	+1%	+$3.52K	0.04%	161
2022 Q1	$257K	Buy	3,062 +4	+0.1%	+$386	0.03%	167
2021 Q4	$300K	Buy	+3,058	New	+$305K	0.04%	155

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicolet Advisory Services's MS Position: Q4 2025 in Review

Nicolet Advisory Services increased its Morgan Stanley (MS) stake by 1.6% in Q4 2025, buying an estimated $20.2K and bringing the position to 7,600 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #106.

Nicolet Advisory Services first reported a position in MS in Q4 2021 and has held it in 17 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Nicolet Advisory Services held 7,600 shares of Morgan Stanley worth $1.42M as of Q4 2025.
Nicolet Advisory Services bought 121 Morgan Stanley shares in Q4 2025, an estimated $20.2K.
Morgan Stanley made up 0.1% of Nicolet Advisory Services's portfolio in Q4 2025, its #106 holding.
Nicolet Advisory Services first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.