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NorthRock Partners’s Morgan Stanley MS Stock Holding History

NorthRock Partners’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 		$1.97M Buy
11,969
+2,265
+23% +$392K 0.03% 212
2025
Q4 		$1.72M Sell
9,704
-14,973
-61% -$2.5M 0.03% 214
2025
Q3 		$3.92M Buy
24,677
+3,687
+18% +$544K 0.07% 130
2025
Q2 		$2.96M Buy
20,990
+1,204
+6% +$148K 0.08% 99
2025
Q1 		$2.31M Buy
19,786
+760
+4% +$97.9K 0.08% 106
2024
Q4 		$2.39M Sell
19,026
-2,922
-13% -$360K 0.08% 103
2024
Q3 		$2.29M Sell
21,948
-484
-2% -$48.7K 0.08% 112
2024
Q2 		$2.18M Buy
22,432
+1,224
+6% +$117K 0.08% 105
2024
Q1 		$2M Buy
21,208
+2,179
+11% +$192K 0.08% 121
2023
Q4 		$1.77M Buy
19,029
+10,660
+127% +$853K 0.07% 130
2023
Q3 		$683K Buy
8,369
+2,631
+46% +$228K 0.07% 126
2023
Q2 		$490K Sell
5,738
-1,182
-17% -$101K 0.05% 141
2023
Q1 		$608K Sell
6,920
-1,439
-17% -$134K 0.06% 128
2022
Q4 		$711K Buy
8,359
+62
+0.7% +$5.28K 0.08% 118
2022
Q3 		$656K Buy
8,297
+2,072
+33% +$175K 0.08% 117
2022
Q2 		$473K Sell
6,225
-152
-2% -$12.4K 0.05% 162
2022
Q1 		$557K Sell
6,377
-325
-5% -$31.4K 0.05% 160
2021
Q4 		$658K Buy
6,702
+1,868
+39% +$186K 0.05% 139
2021
Q3 		$496K Buy
4,834
+1,020
+27% +$101K 0.04% 160
2021
Q2 		$350K Buy
3,814
+912
+31% +$78.2K 0.03% 177
2021
Q1 		$225K Buy
+2,902
New +$222K 0.02% 208

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

NorthRock Partners's MS Position: Q1 2026 in Review

NorthRock Partners increased its Morgan Stanley (MS) stake by 23% in Q1 2026, buying an estimated $392K and bringing the position to 11,969 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #212.

NorthRock Partners first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.92M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NorthRock Partners held 11,969 shares of Morgan Stanley worth $1.97M as of Q1 2026.
  • NorthRock Partners bought 2,265 Morgan Stanley shares in Q1 2026, an estimated $392K.
  • Morgan Stanley made up 0.03% of NorthRock Partners's portfolio in Q1 2026, its #212 holding.
  • NorthRock Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • NorthRock Partners's Morgan Stanley position peaked at $3.92M in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.