NS Partners’s Morgan Stanley MS Stock Holding History

NS Partners’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 Q3	$8.17M	Buy	+43,434	New	+$9.23M	0.35%	66
2018 Q3	–	Sell	-239,209	Closed	-$11.3M	–	104
2018 Q2	$11.3M	Sell	239,209 -756	-0.3%	-$39.5K	1.16%	36
2018 Q1	$12.9M	Sell	239,965 -908	-0.4%	-$50.3K	1.38%	25
2017 Q4	$12.6M	Buy	240,873 +4,005	+2%	+$203K	1.39%	22
2017 Q3	$11.4M	Buy	236,868 +86,183	+57%	+$4M	1.36%	26
2017 Q2	$6.72M	Buy	150,685 +21,335	+16%	+$920K	0.88%	56
2017 Q1	$5.54M	Sell	129,350 -130,001	-50%	-$5.77M	0.8%	58
2016 Q4	$11M	Buy	259,351 +525	+0.2%	+$19.9K	1.72%	10
2016 Q3	$8.3M	Buy	258,826 +25,719	+11%	+$767K	1.35%	25
2016 Q2	$6.06M	Buy	233,107 +52,575	+29%	+$1.37M	1.03%	40
2016 Q1	$4.52M	Buy	180,532 +5,247	+3%	+$134K	0.81%	55
2015 Q4	$5.58M	Sell	175,285 -9,579	-5%	-$318K	1%	39
2015 Q3	$5.82M	Sell	184,864 -3,924	-2%	-$143K	1.02%	37
2015 Q2	$7.32M	Buy	+188,788	New	+$7.18M	1.17%	30

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

NS Partners's MS Position: Q3 2026 in Review

NS Partners opened a new position in Morgan Stanley (MS) in Q3 2026: 43,434 shares worth $8.17M. The stake represents 0.35% of the portfolio and ranks #66 among its holdings. This is a return to the name: NS Partners previously reported a position in MS as recently as Q2 2018.

NS Partners first reported a position in MS in Q2 2015 and has held it in 14 quarters since. The position peaked at $12.9M in Q1 2018. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

NS Partners held 43,434 shares of Morgan Stanley worth $8.17M as of Q3 2026.
Morgan Stanley was a new NS Partners position in Q3 2026.
Morgan Stanley made up 0.35% of NS Partners's portfolio in Q3 2026, its #66 holding.
NS Partners first reported a position in Morgan Stanley in Q2 2015 and has held it in 14 quarters since.
NS Partners's Morgan Stanley position peaked at $12.9M in Q1 2018.
2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on NS Partners's 13F filing for Q3 2026, filed 10 Nov 2026.