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Novem Group’s Morgan Stanley MS Stock Holding History

Novem Group’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 		$393K Sell
1,879
-369
-16% -$73.1K 0.04% 309
2026
Q1 		$370K Sell
2,248
-8
-0.4% -$1.39K 0.04% 312
2025
Q4 		$401K Sell
2,256
-132
-6% -$22K 0.05% 298
2025
Q3 		$380K Sell
2,388
-138
-5% -$20.4K 0.04% 298
2025
Q2 		$356K Sell
2,526
-119
-4% -$14.6K 0.04% 290
2025
Q1 		$309K Buy
2,645
+640
+32% +$82.5K 0.04% 282
2024
Q4 		$252K Buy
+2,005
New +$247K 0.04% 310

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

Novem Group's MS Position: Q2 2026 in Review

Novem Group reduced its Morgan Stanley (MS) stake by 16% in Q2 2026, selling an estimated $73.1K and leaving 1,879 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #309.

Novem Group first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Novem Group held 1,879 shares of Morgan Stanley worth $393K as of Q2 2026.
  • Novem Group sold 369 Morgan Stanley shares in Q2 2026, an estimated $73.1K.
  • Morgan Stanley made up 0.04% of Novem Group's portfolio in Q2 2026, its #309 holding.
  • Novem Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Morgan Stanley position peaked at $401K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.