NWM
MS icon

Nova Wealth Management’s Morgan Stanley MS Stock Holding History

Nova Wealth Management’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
Q2 		$58.2K Buy
278
+146
+111% +$28.9K 0.03% 213
2026
Q1 		$21.8K Buy
132
+113
+595% +$19.6K 0.01% 294
2025
Q4 		$3.46K Hold
19
– – ﹤0.01% 464
2025
Q3 		$3.1K Hold
19
– – ﹤0.01% 464
2025
Q2 		$2.75K Buy
19
+5
+36% +$614 ﹤0.01% 513
2025
Q1 		$1.63K Buy
+14
New +$1.8K ﹤0.01% 460

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nova Wealth Management's MS Position: Q2 2026 in Review

Nova Wealth Management increased its Morgan Stanley (MS) stake by 111% in Q2 2026, buying an estimated $28.9K and bringing the position to 278 shares worth $58.2K. The position accounts for 0.03% of the portfolio, ranked #213.

Nova Wealth Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nova Wealth Management held 278 shares of Morgan Stanley worth $58.2K as of Q2 2026.
  • Nova Wealth Management bought 146 Morgan Stanley shares in Q2 2026, an estimated $28.9K.
  • Morgan Stanley made up 0.03% of Nova Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Nova Wealth Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 873 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.