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Nordwand Advisors’s Morgan Stanley MS Stock Holding History

Nordwand Advisors’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 		$12.1M Buy
57,869
+225
+0.4% +$44.6K 1.85% 16
2026
Q1 		$9.49M Buy
57,644
+300
+0.5% +$51.9K 1.66% 19
2025
Q4 		$10.2M Buy
57,344
+255
+0.4% +$42.5K 1.78% 16
2025
Q3 		$9.07M Buy
57,089
+2,365
+4% +$349K 1.44% 18
2025
Q2 		$7.71M Buy
54,724
+54,611
+48,328% +$6.71M 1.21% 21
2025
Q1 		$13.2K Hold
113
– – 0.01% 76
2024
Q4 		$14.2K Hold
113
– – 0.01% 81
2024
Q3 		$11.8K Hold
113
– – ﹤0.01% 86
2024
Q2 		$11K Hold
113
– – ﹤0.01% 108
2024
Q1 		$10.6K Hold
113
– – ﹤0.01% 124
2023
Q4 		$10.5K Hold
113
– – ﹤0.01% 112
2023
Q3 		$9.23K Hold
113
– – ﹤0.01% 99
2023
Q2 		$9.65K Hold
113
– – ﹤0.01% 93
2023
Q1 		$9.92K Buy
+113
New +$10.5K ﹤0.01% 103

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 $3.37T AUM 44.26% 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

Nordwand Advisors's MS Position: Q2 2026 in Review

Nordwand Advisors increased its Morgan Stanley (MS) stake by 0.39% in Q2 2026, buying an estimated $44.6K and bringing the position to 57,869 shares worth $12.1M. The position accounts for 1.85% of the portfolio, ranked #16.

Nordwand Advisors first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nordwand Advisors held 57,869 shares of Morgan Stanley worth $12.1M as of Q2 2026.
  • Nordwand Advisors bought 225 Morgan Stanley shares in Q2 2026, an estimated $44.6K.
  • Morgan Stanley made up 1.85% of Nordwand Advisors's portfolio in Q2 2026, its #16 holding.
  • Nordwand Advisors first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.