NPF
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Norris Perne & French’s Morgan Stanley MS Stock Holding History

Norris Perne & French’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 		$233K Buy
+1,115
New +$221K 0.01% 145
2021
Q1 		– Sell
-6,848
Closed -$469K – 154
2020
Q4 		$469K Buy
6,848
+670
+11% +$38.4K 0.04% 105
2020
Q3 		$299K Hold
6,178
– – 0.03% 122
2020
Q2 		$298K Buy
6,178
+50
+0.8% +$2.1K 0.04% 110
2020
Q1 		$208K Hold
6,128
– – 0.03% 107
2019
Q4 		$313K Hold
6,128
– – 0.04% 109
2019
Q3 		$261K Hold
6,128
– – 0.03% 117
2019
Q2 		$268K Hold
6,128
– – 0.03% 118
2019
Q1 		$259K Hold
6,128
– – 0.03% 116
2018
Q4 		$243K Hold
6,128
– – 0.04% 112
2018
Q3 		$285K Hold
6,128
– – 0.04% 118
2018
Q2 		$290K Hold
6,128
– – 0.04% 119
2018
Q1 		$331K Hold
6,128
– – 0.05% 116
2017
Q4 		$322K Sell
6,128
-70
-1% -$3.54K 0.05% 123
2017
Q3 		$299K Buy
6,198
+70
+1% +$3.25K 0.05% 131
2017
Q2 		$273K Hold
6,128
– – 0.05% 133
2017
Q1 		$263K Hold
6,128
– – 0.05% 131
2016
Q4 		$259K Buy
+6,128
New +$232K 0.05% 133
2016
Q1 		– Sell
-6,596
Closed -$210K – 156
2015
Q4 		$210K Hold
6,596
– – 0.04% 146
2015
Q3 		$208K Buy
6,596
+468
+8% +$17K 0.05% 140
2015
Q2 		$238K Hold
6,128
– – 0.05% 141
2015
Q1 		$219K Hold
6,128
– – 0.04% 150
2014
Q4 		$238K Hold
6,128
– – 0.04% 152
2014
Q3 		$212K Sell
6,128
-1,000
-14% -$33.3K 0.04% 158
2014
Q2 		$230K Sell
7,128
-102
-1% -$3.15K 0.04% 159
2014
Q1 		$225K Hold
7,230
– – 0.04% 158
2013
Q4 		$226K Buy
+7,230
New +$215K 0.04% 181

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

Norris Perne & French's MS Position: Q2 2026 in Review

Norris Perne & French opened a new position in Morgan Stanley (MS) in Q2 2026: 1,115 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Norris Perne & French previously reported a position in MS as recently as Q4 2020.

Norris Perne & French first reported a position in MS in Q4 2013 and has held it in 27 quarters since. The position peaked at $469K in Q4 2020. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Norris Perne & French held 1,115 shares of Morgan Stanley worth $233K as of Q2 2026.
  • Morgan Stanley was a new Norris Perne & French position in Q2 2026.
  • Morgan Stanley made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #145 holding.
  • Norris Perne & French first reported a position in Morgan Stanley in Q4 2013 and has held it in 27 quarters since.
  • Norris Perne & French's Morgan Stanley position peaked at $469K in Q4 2020.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.