Northcape Wealth Management’s Morgan Stanley MS Stock Holding History

Northcape Wealth Management’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	$2.85M	Sell	13,620 -727	-5%	-$144K	0.75%	47
2026 Q1	$2.36M	Hold	14,347	–	–	0.64%	53
2025 Q4	$2.55M	Sell	14,347 -300	-2%	-$50K	0.72%	47
2025 Q3	$2.33M	Hold	14,647	–	–	0.68%	47
2025 Q2	$2.06M	Sell	14,647 -54	-0.4%	-$6.63K	0.63%	51
2025 Q1	$1.72M	Sell	14,701 -555	-4%	-$71.5K	0.55%	60
2024 Q4	$1.92M	Sell	15,256 -46	-0.3%	-$5.67K	0.62%	55
2024 Q3	$1.6M	Hold	15,302	–	–	0.52%	64
2024 Q2	$1.49M	Sell	15,302 -47	-0.3%	-$4.47K	0.54%	62
2024 Q1	$1.45M	Sell	15,349 -242	-2%	-$21.3K	0.53%	62
2023 Q4	$1.45M	Sell	15,591 -949	-6%	-$75.9K	0.53%	62
2023 Q3	$1.35M	Sell	16,540 -626	-4%	-$54.4K	0.52%	64
2023 Q2	$1.47M	Sell	17,166 -89	-0.5%	-$7.61K	0.53%	59
2023 Q1	$1.51M	Buy	+17,255	New	+$1.61M	0.55%	60

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northcape Wealth Management's MS Position: Q2 2026 in Review

Northcape Wealth Management reduced its Morgan Stanley (MS) stake by 5.1% in Q2 2026, selling an estimated $144K and leaving 13,620 shares worth $2.85M. The position accounts for 0.75% of the portfolio, ranked #47.

Northcape Wealth Management first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Northcape Wealth Management held 13,620 shares of Morgan Stanley worth $2.85M as of Q2 2026.
Northcape Wealth Management sold 727 Morgan Stanley shares in Q2 2026, an estimated $144K.
Morgan Stanley made up 0.75% of Northcape Wealth Management's portfolio in Q2 2026, its #47 holding.
Northcape Wealth Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.