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Northwest & Ethical Investments’s Morgan Stanley MS Stock Holding History

Northwest & Ethical Investments’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 		$1.11M Sell
6,681
-1,825
-21% -$316K 0.03% 301
2025
Q4 		$1.52M Sell
8,506
-394
-4% -$65.7K 0.03% 275
2025
Q3 		$1.43M Buy
8,900
+800
+10% +$118K 0.03% 298
2025
Q2 		$1.14M Buy
+8,100
New +$995K 0.03% 319
2023
Q4 		– Sell
-8,770
Closed -$716K – 394
2023
Q3 		$716K Sell
8,770
-972
-10% -$84.4K 0.02% 293
2023
Q2 		$832K Sell
9,742
-175
-2% -$15K 0.03% 292
2023
Q1 		$871K Sell
9,917
-1,734
-15% -$162K 0.03% 313
2022
Q4 		$991K Sell
11,651
-1,068
-8% -$91K 0.03% 301
2022
Q3 		$1M Sell
12,719
-1,809
-12% -$152K 0.04% 291
2022
Q2 		$1.1M Sell
14,528
-256
-2% -$21K 0.04% 290
2022
Q1 		$1.29M Buy
14,784
+879
+6% +$84.8K 0.04% 285
2021
Q4 		$1.36M Sell
13,905
-149
-1% -$14.8K 0.04% 270
2021
Q3 		$1.37M Sell
14,054
-915
-6% -$90.7K 0.04% 260
2021
Q2 		$1.37M Sell
14,969
-7,372
-33% -$632K 0.04% 275
2021
Q1 		$1.73M Sell
22,341
-1,971
-8% -$151K 0.06% 284
2020
Q4 		$1.67M Buy
24,312
+1,949
+9% +$112K 0.06% 278
2020
Q3 		$1.08M Sell
22,363
-555
-2% -$28K 0.05% 299
2020
Q2 		$1.11M Sell
22,918
-24,270
-51% -$1.02M 0.05% 294
2020
Q1 		$1.6M Hold
47,188
– – 0.09% 245
2019
Q4 		$2.41M Hold
47,188
– – 0.11% 237
2019
Q3 		$2.01M Sell
47,188
-7,925
-14% -$339K 0.1% 248
2019
Q2 		$2.41M Sell
55,113
-4,141
-7% -$185K 0.12% 222
2019
Q1 		$2.5M Sell
59,254
-2,993
-5% -$126K 0.13% 211
2018
Q4 		$2.47M Buy
62,247
+15,430
+33% +$673K 0.15% 191
2018
Q3 		$2.18M Sell
46,817
-54,625
-54% -$2.67M 0.14% 213
2018
Q2 		$4.81M Buy
101,442
+5,920
+6% +$309K 0.32% 90
2018
Q1 		$5.15M Sell
95,522
-2,970
-3% -$164K 0.35% 83
2017
Q4 		$5.17M Sell
98,492
-5,945
-6% -$301K 0.34% 82
2017
Q3 		$5.03M Buy
104,437
+2,354
+2% +$109K 0.31% 77
2017
Q2 		$4.62M Sell
102,083
-32,965
-24% -$1.42M 0.31% 84
2017
Q1 		$5.79M Sell
135,048
-6,261
-4% -$278K 0.39% 57
2016
Q4 		$5.97M Buy
141,309
+87,423
+162% +$3.31M 0.41% 55
2016
Q3 		$1.73M Hold
53,886
– – 0.12% 188
2016
Q2 		$1.4M Sell
53,886
-15,000
-22% -$392K 0.11% 160
2016
Q1 		$1.72M Hold
68,886
– – 0.12% 149
2015
Q4 		$2.19M Sell
68,886
-1,323
-2% -$44K 0.16% 143
2015
Q3 		$2.21M Hold
70,209
– – 0.17% 134
2015
Q2 		$2.72M Sell
70,209
-4,867
-6% -$185K 0.18% 138
2015
Q1 		$2.68M Sell
75,076
-2,292
-3% -$82.2K 0.19% 133
2014
Q4 		$3M Sell
77,368
-13,000
-14% -$462K 0.2% 126
2014
Q3 		$3.12M Hold
90,368
– – 0.21% 117
2014
Q2 		$2.92M Hold
90,368
– – 0.18% 134
2014
Q1 		$2.82M Sell
90,368
-10,100
-10% -$312K 0.18% 132
2013
Q4 		$3.15M Hold
100,468
– – 0.21% 110
2013
Q3 		$2.71M Sell
100,468
-20,400
-17% -$547K 0.2% 117
2013
Q2 		$2.95M Buy
+120,868
New +$2.87M 0.23% 93

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 & Ethical Investments's MS Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its Morgan Stanley (MS) stake by 21% in Q1 2026, selling an estimated $316K and leaving 6,681 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #301.

Northwest & Ethical Investments first reported a position in MS in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.97M in Q4 2016. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Northwest & Ethical Investments held 6,681 shares of Morgan Stanley worth $1.11M as of Q1 2026.
  • Northwest & Ethical Investments sold 1,825 Morgan Stanley shares in Q1 2026, an estimated $316K.
  • Morgan Stanley made up 0.03% of Northwest & Ethical Investments's portfolio in Q1 2026, its #301 holding.
  • Northwest & Ethical Investments first reported a position in Morgan Stanley in Q2 2013 and has held it in 46 quarters since.
  • Northwest & Ethical Investments's Morgan Stanley position peaked at $5.97M in Q4 2016.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.