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Nilsine Partners’s Morgan Stanley MS Stock Holding History

Nilsine Partners’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 		$2.83M Buy
13,538
+173
+1% +$34.3K 0.2% 117
2026
Q1 		$2.54M Buy
13,365
+2,682
+25% +$464K 0.2% 114
2025
Q4 		$1.9M Buy
10,683
+492
+5% +$82.1K 0.16% 130
2025
Q3 		$1.62M Buy
10,191
+591
+6% +$87.3K 0.15% 145
2025
Q2 		$1.35M Buy
9,600
+636
+7% +$78.1K 0.14% 167
2025
Q1 		$1.05M Sell
8,964
-136
-1% -$17.5K 0.11% 185
2024
Q4 		$1.14M Buy
9,100
+1,289
+17% +$159K 0.12% 175
2024
Q3 		$814K Sell
7,811
-334
-4% -$33.6K 0.11% 189
2024
Q2 		$792K Sell
8,145
-1,241
-13% -$118K 0.11% 191
2024
Q1 		$884K Sell
9,386
-794
-8% -$69.9K 0.12% 182
2023
Q4 		$949K Sell
10,180
-3,607
-26% -$289K 0.15% 170
2023
Q3 		$1.13M Buy
13,787
+5
+0% +$434 0.17% 148
2023
Q2 		$1.18M Buy
13,782
+473
+4% +$40.5K 0.17% 150
2023
Q1 		$1.17M Buy
+13,309
New +$1.24M 0.18% 148

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

Nilsine Partners's MS Position: Q2 2026 in Review

Nilsine Partners increased its Morgan Stanley (MS) stake by 1.3% in Q2 2026, buying an estimated $34.3K and bringing the position to 13,538 shares worth $2.83M. The position accounts for 0.2% of the portfolio, ranked #117.

Nilsine Partners first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nilsine Partners held 13,538 shares of Morgan Stanley worth $2.83M as of Q2 2026.
  • Nilsine Partners bought 173 Morgan Stanley shares in Q2 2026, an estimated $34.3K.
  • Morgan Stanley made up 0.2% of Nilsine Partners's portfolio in Q2 2026, its #117 holding.
  • Nilsine Partners first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.