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NorthStar Asset Management (New Jersey)’s Morgan Stanley MS Stock Holding History

NorthStar Asset Management (New Jersey)’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 		– Sell
-1,140
Closed -$202K – 103
2025
Q4 		$202K Buy
+1,140
New +$190K 0.09% 105

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State Street
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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

NorthStar Asset Management (New Jersey)'s MS Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,140 shares — an estimated $202K sold.

NorthStar Asset Management (New Jersey) first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NorthStar Asset Management (New Jersey) reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • NorthStar Asset Management (New Jersey) sold 1,140 Morgan Stanley shares in Q1 2026, an estimated $202K.
  • NorthStar Asset Management (New Jersey) first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • NorthStar Asset Management (New Jersey)'s Morgan Stanley position peaked at $202K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.