Northwestern Mutual Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.5M | Sell |
131,698
-1,516
| -1% | -$300K | 0.01% | 414 |
|
|
2026
Q1 | $21.9M | Sell |
133,214
-4,963
| -4% | -$859K | 0.01% | 420 |
|
|
2025
Q4 | $24.5M | Buy |
138,177
+6,510
| +5% | +$1.09M | 0.02% | 380 |
|
|
2025
Q3 | $20.9M | Buy |
131,667
+915
| +0.7% | +$135K | 0.01% | 395 |
|
|
2025
Q2 | $18.4M | Sell |
130,752
-363
| -0.3% | -$44.6K | 0.01% | 390 |
|
|
2025
Q1 | $15.3M | Buy |
131,115
+4,657
| +4% | +$600K | 0.01% | 397 |
|
|
2024
Q4 | $15.9M | Buy |
126,458
+2,443
| +2% | +$301K | 0.01% | 367 |
|
|
2024
Q3 | $12.9M | Sell |
124,015
-10,405
| -8% | -$1.05M | 0.01% | 397 |
|
|
2024
Q2 | $13.1M | Sell |
134,420
-6,064
| -4% | -$577K | 0.01% | 369 |
|
|
2024
Q1 | $13.2M | Sell |
140,484
-6,387
| -4% | -$562K | 0.01% | 362 |
|
|
2023
Q4 | $13.7M | Sell |
146,871
-34,547
| -19% | -$2.76M | 0.02% | 336 |
|
|
2023
Q3 | $14.8M | Sell |
181,418
-12,944
| -7% | -$1.12M | 0.02% | 311 |
|
|
2023
Q2 | $16.6M | Buy |
194,362
+1,180
| +0.6% | +$101K | 0.02% | 293 |
|
|
2023
Q1 | $17M | Buy |
193,182
+20,131
| +12% | +$1.88M | 0.02% | 279 |
|
|
2022
Q4 | $14.7M | Sell |
173,051
-20,099
| -10% | -$1.71M | 0.02% | 276 |
|
|
2022
Q3 | $15.3M | Sell |
193,150
-26,587
| -12% | -$2.24M | 0.03% | 244 |
|
|
2022
Q2 | $16.7M | Sell |
219,737
-135,456
| -38% | -$11.1M | 0.03% | 234 |
|
|
2022
Q1 | $31M | Buy |
355,193
+291,231
| +455% | +$28.1M | 0.05% | 178 |
|
|
2021
Q4 | $6.28M | Buy |
63,962
+11,665
| +22% | +$1.16M | 0.01% | 374 |
|
|
2021
Q3 | $5.09M | Sell |
52,297
-54,291
| -51% | -$5.38M | 0.01% | 377 |
|
|
2021
Q2 | $9.77M | Buy |
106,588
+69,765
| +189% | +$5.98M | 0.02% | 265 |
|
|
2021
Q1 | $2.86M | Buy |
36,823
+10,956
| +42% | +$840K | 0.01% | 440 |
|
|
2020
Q4 | $1.77M | Buy |
25,867
+2,252
| +10% | +$129K | ﹤0.01% | 506 |
|
|
2020
Q3 | $1.14M | Buy |
23,615
+936
| +4% | +$47.2K | ﹤0.01% | 553 |
|
|
2020
Q2 | $1.1M | Sell |
22,679
-1,741
| -7% | -$73.1K | ﹤0.01% | 512 |
|
|
2020
Q1 | $830K | Buy |
24,420
+3,387
| +16% | +$160K | ﹤0.01% | 519 |
|
|
2019
Q4 | $1.07M | Sell |
21,033
-5,982
| -22% | -$283K | ﹤0.01% | 503 |
|
|
2019
Q3 | $1.15M | Buy |
27,015
+7,239
| +37% | +$309K | ﹤0.01% | 462 |
|
|
2019
Q2 | $867K | Buy |
19,776
+768
| +4% | +$34.3K | ﹤0.01% | 497 |
|
|
2019
Q1 | $802K | Sell |
19,008
-9,957
| -34% | -$419K | ﹤0.01% | 491 |
|
|
2018
Q4 | $1.15M | Sell |
28,965
-167
| -0.6% | -$7.29K | 0.01% | 415 |
|
|
2018
Q3 | $1.37M | Sell |
29,132
-1,026
| -3% | -$50.1K | 0.01% | 376 |
|
|
2018
Q2 | $1.43M | Sell |
30,158
-9,963
| -25% | -$521K | 0.01% | 356 |
|
|
2018
Q1 | $2.17M | Buy |
40,121
+14,174
| +55% | +$785K | 0.01% | 283 |
|
|
2017
Q4 | $1.36M | Sell |
25,947
-2,910
| -10% | -$147K | 0.01% | 326 |
|
|
2017
Q3 | $1.39M | Buy |
28,857
+2,328
| +9% | +$108K | 0.01% | 304 |
|
|
2017
Q2 | $1.18M | Buy |
26,529
+2,949
| +13% | +$127K | 0.01% | 324 |
|
|
2017
Q1 | $1.01M | Sell |
23,580
-9,812
| -29% | -$435K | 0.01% | 334 |
|
|
2016
Q4 | $1.41M | Buy |
+33,392
| New | +$1.26M | 0.02% | 286 |
|
|
2016
Q3 | – | Sell |
-10,804
| Closed | -$280K | – | 1012 |
|
|
2016
Q2 | $280K | Sell |
10,804
-3,885
| -26% | -$102K | ﹤0.01% | 518 |
|
|
2016
Q1 | $367K | Buy |
14,689
+2,563
| +21% | +$65.4K | 0.01% | 455 |
|
|
2015
Q4 | $386K | Sell |
12,126
-166,181
| -93% | -$5.52M | 0.01% | 399 |
|
|
2015
Q3 | $5.62M | Buy |
178,307
+168,089
| +1,645% | +$6.12M | 0.13% | 131 |
|
|
2015
Q2 | $396K | Buy |
10,218
+113
| +1% | +$4.3K | 0.01% | 359 |
|
|
2015
Q1 | $360K | Buy |
10,105
+845
| +9% | +$30.3K | 0.01% | 365 |
|
|
2014
Q4 | $359K | Buy |
9,260
+1,281
| +16% | +$45.6K | 0.01% | 350 |
|
|
2014
Q3 | $275K | Sell |
7,979
-1,059
| -12% | -$35.3K | 0.01% | 364 |
|
|
2014
Q2 | $293K | Buy |
9,038
+1,793
| +25% | +$55.3K | 0.01% | 341 |
|
|
2014
Q1 | $226K | Sell |
7,245
-6,485
| -47% | -$200K | 0.01% | 371 |
|
|
2013
Q4 | $430K | Buy |
13,730
+5,707
| +71% | +$170K | 0.02% | 284 |
|
|
2013
Q3 | $216K | Buy |
8,023
+45
| +0.6% | +$1.21K | 0.01% | 340 |
|
|
2013
Q2 | $195K | Buy |
+7,978
| New | +$189K | 0.01% | 341 |
|
Other funds holding MS
Northwestern Mutual Wealth Management's MS Position: Q2 2026 in Review
Northwestern Mutual Wealth Management reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $300K and leaving 131,698 shares worth $27.5M. The position accounts for 0.01% of the portfolio, ranked #414.
Northwestern Mutual Wealth Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $31M in Q1 2022. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Northwestern Mutual Wealth Management held 131,698 shares of Morgan Stanley worth $27.5M as of Q2 2026.
- Northwestern Mutual Wealth Management sold 1,516 Morgan Stanley shares in Q2 2026, an estimated $300K.
- Morgan Stanley made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #414 holding.
- Northwestern Mutual Wealth Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Northwestern Mutual Wealth Management's Morgan Stanley position peaked at $31M in Q1 2022.
- 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.