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Nixon Peabody Trust’s Morgan Stanley MS Stock Holding History

Nixon Peabody Trust’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 		$21.4M Sell
102,145
-3,245
-3% -$643K 1.51% 17
2026
Q1 		$17.3M Sell
105,390
-6,318
-6% -$1.09M 1.38% 18
2025
Q4 		$19.8M Sell
111,708
-5,322
-5% -$888K 1.5% 17
2025
Q3 		$18.6M Buy
117,030
+31
+0% +$4.58K 1.36% 20
2025
Q2 		$16.5M Sell
116,999
-687
-0.6% -$84.4K 1.28% 22
2025
Q1 		$13.7M Sell
117,686
-198
-0.2% -$25.5K 1.17% 31
2024
Q4 		$14.8M Buy
117,884
+2,200
+2% +$271K 1.22% 28
2024
Q3 		$12.1M Buy
115,684
+768
+0.7% +$77.3K 1% 37
2024
Q2 		$11.2M Sell
114,916
-1,049
-0.9% -$99.9K 0.99% 39
2024
Q1 		$10.9M Buy
115,965
+6,102
+6% +$537K 1% 45
2023
Q4 		$10.2M Buy
+109,863
New +$8.79M 1.15% 38

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Nixon Peabody Trust's MS Position: Q2 2026 in Review

Nixon Peabody Trust reduced its Morgan Stanley (MS) stake by 3.1% in Q2 2026, selling an estimated $643K and leaving 102,145 shares worth $21.4M. The position accounts for 1.51% of the portfolio, ranked #17.

Nixon Peabody Trust first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nixon Peabody Trust held 102,145 shares of Morgan Stanley worth $21.4M as of Q2 2026.
  • Nixon Peabody Trust sold 3,245 Morgan Stanley shares in Q2 2026, an estimated $643K.
  • Morgan Stanley made up 1.51% of Nixon Peabody Trust's portfolio in Q2 2026, its #17 holding.
  • Nixon Peabody Trust first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.