NTV Asset Management’s Morgan Stanley MS Stock Holding History

NTV Asset 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	$401K	Sell	1,916 -34	-2%	-$6.73K	0.04%	238
2026 Q1	$321K	Hold	1,950	–	–	0.04%	248
2025 Q4	$346K	Sell	1,950 -298	-13%	-$49.7K	0.04%	239
2025 Q3	$357K	Buy	2,248 +532	+31%	+$78.6K	0.04%	240
2025 Q2	$242K	Buy	+1,716	New	+$211K	0.03%	263
2025 Q1	–	Sell	-1,692	Closed	-$213K	–	281
2024 Q4	$213K	Buy	+1,692	New	+$208K	0.03%	260

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NTV Asset Management's MS Position: Q2 2026 in Review

NTV Asset Management reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $6.73K and leaving 1,916 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #238.

NTV Asset Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

NTV Asset Management held 1,916 shares of Morgan Stanley worth $401K as of Q2 2026.
NTV Asset Management sold 34 Morgan Stanley shares in Q2 2026, an estimated $6.73K.
Morgan Stanley made up 0.04% of NTV Asset Management's portfolio in Q2 2026, its #238 holding.
NTV Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on NTV Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.