NA
MS icon

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
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 $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

Nordwand Advisors's MS Position: Q1 2026 in Review

Nordwand Advisors increased its Morgan Stanley (MS) stake by 0.52% in Q1 2026, buying an estimated $51.9K and bringing the position to 57,644 shares worth $9.49M. The position accounts for 1.66% of the portfolio, ranked #19.

Nordwand Advisors first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Nordwand Advisors held 57,644 shares of Morgan Stanley worth $9.49M as of Q1 2026.
  • Nordwand Advisors bought 300 Morgan Stanley shares in Q1 2026, an estimated $51.9K.
  • Morgan Stanley made up 1.66% of Nordwand Advisors's portfolio in Q1 2026, its #19 holding.
  • Nordwand Advisors first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • Nordwand Advisors's Morgan Stanley position peaked at $10.2M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Nordwand Advisors's 13F filing for Q1 2026, filed 7 May 2026.