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Noble Wealth Management PBC’s Morgan Stanley MS Stock Holding History

Noble Wealth Management PBC’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 		$37.8K Buy
181
+5
+3% +$990 0.02% 309
2026
Q1 		$29K Sell
176
-26
-13% -$4.5K 0.01% 327
2025
Q4 		$35.9K Buy
202
+26
+15% +$4.34K 0.02% 298
2025
Q3 		$28K Buy
+176
New +$26K 0.01% 320
2025
Q1 		$22.1K Hold
189
– – 0.02% 292
2024
Q4 		$23.8K Buy
+189
New +$23.3K 0.02% 258

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

Noble Wealth Management PBC's MS Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $990 and bringing the position to 181 shares worth $37.8K. The position accounts for 0.02% of the portfolio, ranked #309.

Noble Wealth Management PBC first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Noble Wealth Management PBC held 181 shares of Morgan Stanley worth $37.8K as of Q2 2026.
  • Noble Wealth Management PBC bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.02% of Noble Wealth Management PBC's portfolio in Q2 2026, its #309 holding.
  • Noble Wealth Management PBC first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 873 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.