NTV Asset Management
MS icon

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
Q3 		$360K Hold
1,916
– – 0.03% 256
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
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NTV Asset Management's MS Position: Q3 2026 in Review

NTV Asset Management held its Morgan Stanley (MS) position steady in Q3 2026 at 1,916 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #256.

NTV Asset Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q2 2026. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • NTV Asset Management held 1,916 shares of Morgan Stanley worth $360K as of Q3 2026.
  • NTV Asset Management left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.03% of NTV Asset Management's portfolio in Q3 2026, its #256 holding.
  • NTV Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • NTV Asset Management's Morgan Stanley position peaked at $401K in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on NTV Asset Management's 13F filing for Q3 2026, filed 23 Oct 2026.