NB
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Northwest Bancshares’s Morgan Stanley MS Stock Holding History

Northwest Bancshares’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 		$4.58M Sell
27,845
-537
-2% -$93K 0.91% 30
2025
Q4 		$5.04M Sell
28,382
-5,382
-16% -$898K 0.97% 28
2025
Q3 		$5.37M Sell
33,764
-1,559
-4% -$230K 0.89% 29
2025
Q2 		$4.98M Buy
35,323
+247
+0.7% +$30.3K 0.87% 30
2025
Q1 		$4.09M Buy
35,076
+5,823
+20% +$750K 0.75% 35
2024
Q4 		$3.68M Buy
29,253
+15,154
+107% +$1.87M 0.68% 39
2024
Q3 		$1.47M Buy
14,099
+10,995
+354% +$1.11M 0.25% 68
2024
Q2 		$302K Sell
3,104
-15
-0.5% -$1.43K 0.05% 155
2024
Q1 		$294K Buy
3,119
+749
+32% +$66K 0.05% 174
2023
Q4 		$221K Sell
2,370
-234
-9% -$18.7K 0.04% 165
2023
Q3 		$213K Buy
+2,604
New +$226K 0.04% 181
2022
Q4 		– Sell
-2,859
Closed -$226K – 181
2022
Q3 		$226K Buy
2,859
+150
+6% +$12.6K 0.05% 166
2022
Q2 		$206K Hold
2,709
– – 0.05% 180
2022
Q1 		$237K Buy
2,709
+600
+28% +$57.9K 0.05% 189
2021
Q4 		$207K Hold
2,109
– – 0.04% 210
2021
Q3 		$205K Buy
+2,109
New +$209K 0.05% 229

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

Northwest Bancshares's MS Position: Q1 2026 in Review

Northwest Bancshares reduced its Morgan Stanley (MS) stake by 1.9% in Q1 2026, selling an estimated $93K and leaving 27,845 shares worth $4.58M. The position accounts for 0.91% of the portfolio, ranked #30.

Northwest Bancshares first reported a position in MS in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.37M in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Northwest Bancshares held 27,845 shares of Morgan Stanley worth $4.58M as of Q1 2026.
  • Northwest Bancshares sold 537 Morgan Stanley shares in Q1 2026, an estimated $93K.
  • Morgan Stanley made up 0.91% of Northwest Bancshares's portfolio in Q1 2026, its #30 holding.
  • Northwest Bancshares first reported a position in Morgan Stanley in Q3 2021 and has held it in 16 quarters since.
  • Northwest Bancshares's Morgan Stanley position peaked at $5.37M in Q3 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Northwest Bancshares's 13F filing for Q1 2026, filed 12 May 2026.