NAM
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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
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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NTV Asset Management's MS Position: Q1 2026 in Review

NTV Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,950 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #248.

NTV Asset Management first reported a position in MS in Q4 2024 and has held it in 5 quarters since. The position peaked at $357K in Q3 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NTV Asset Management held 1,950 shares of Morgan Stanley worth $321K as of Q1 2026.
  • NTV Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.04% of NTV Asset Management's portfolio in Q1 2026, its #248 holding.
  • NTV Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • NTV Asset Management's Morgan Stanley position peaked at $357K in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NTV Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.