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Norden Group’s Morgan Stanley MS Stock Holding History

Norden Group’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
Q1 		$2.28M Sell
13,872
-91
-0.7% -$15.8K 0.22% 90
2025
Q4 		$2.48M Buy
13,963
+114
+0.8% +$19K 0.24% 77
2025
Q3 		$2.2M Buy
13,849
+372
+3% +$54.9K 0.22% 90
2025
Q2 		$1.9M Buy
13,477
+420
+3% +$51.6K 0.21% 104
2025
Q1 		$1.52M Sell
13,057
-1,076
-8% -$139K 0.18% 111
2024
Q4 		$1.78M Sell
14,133
-116
-0.8% -$14.3K 0.2% 101
2024
Q3 		$1.49M Buy
14,249
+6,943
+95% +$699K 0.18% 125
2024
Q2 		$710K Sell
7,306
-1,315
-15% -$125K 0.14% 155
2024
Q1 		$812K Buy
8,621
+2,981
+53% +$263K 0.16% 144
2023
Q4 		$526K Sell
5,640
-1,558
-22% -$125K 0.09% 141
2023
Q3 		$588K Buy
+7,198
New +$625K 0.19% 120

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norden Group's MS Position: Q1 2026 in Review

Norden Group reduced its Morgan Stanley (MS) stake by 0.65% in Q1 2026, selling an estimated $15.8K and leaving 13,872 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #90.

Norden Group first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Norden Group held 13,872 shares of Morgan Stanley worth $2.28M as of Q1 2026.
  • Norden Group sold 91 Morgan Stanley shares in Q1 2026, an estimated $15.8K.
  • Morgan Stanley made up 0.22% of Norden Group's portfolio in Q1 2026, its #90 holding.
  • Norden Group first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • Norden Group's Morgan Stanley position peaked at $2.48M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.