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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
Q2 		$3.08M Buy
14,722
+850
+6% +$168K 0.25% 77
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norden Group's MS Position: Q2 2026 in Review

Norden Group increased its Morgan Stanley (MS) stake by 6.1% in Q2 2026, buying an estimated $168K and bringing the position to 14,722 shares worth $3.08M. The position accounts for 0.25% of the portfolio, ranked #77.

Norden Group first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Norden Group held 14,722 shares of Morgan Stanley worth $3.08M as of Q2 2026.
  • Norden Group bought 850 Morgan Stanley shares in Q2 2026, an estimated $168K.
  • Morgan Stanley made up 0.25% of Norden Group's portfolio in Q2 2026, its #77 holding.
  • Norden Group first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.