Nuveen’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.23B Buy
5,905,402
+303,511
+5% +$60.1M 0.29% 63
2026
Q1
$922M Buy
5,601,891
+188,636
+3% +$32.7M 0.25% 76
2025
Q4
$961M Sell
5,413,255
-246,753
-4% -$41.2M 0.25% 73
2025
Q3
$900M Buy
5,660,008
+166,993
+3% +$24.7M 0.24% 79
2025
Q2
$774M Sell
5,493,015
-1,085,424
-16% -$133M 0.21% 90
2025
Q1
$768M Buy
6,578,439
+1,099,681
+20% +$142M 0.23% 76
2024
Q4
$689M Sell
5,478,758
-323,063
-6% -$39.8M 0.19% 88
2024
Q3
$605M Sell
5,801,821
-110,892
-2% -$11.2M 0.17% 113
2024
Q2
$575M Sell
5,912,713
-47,698
-0.8% -$4.54M 0.17% 111
2024
Q1
$561M Sell
5,960,411
-1,964,137
-25% -$173M 0.17% 119
2023
Q4
$739M Buy
7,924,548
+135,852
+2% +$10.9M 0.24% 85
2023
Q3
$636M Sell
7,788,696
-56,240
-0.7% -$4.88M 0.22% 97
2023
Q2
$670M Sell
7,844,936
-1,960,033
-20% -$168M 0.23% 92
2023
Q1
$861M Sell
9,804,969
-366,760
-4% -$34.2M 0.32% 70
2022
Q4
$865M Sell
10,171,729
-1,147,424
-10% -$97.8M 0.34% 72
2022
Q3
$894M Sell
11,319,153
-421,117
-4% -$35.5M 0.36% 60
2022
Q2
$893M Sell
11,740,270
-1,219,461
-9% -$99.9M 0.35% 65
2022
Q1
$1.2B Sell
12,959,731
-5,607,583
-30% -$541M 0.39% 47
2021
Q4
$1.82B Sell
18,567,314
-295,898
-2% -$29.5M 0.54% 34
2021
Q3
$1.84B Buy
18,863,212
+1,174,567
+7% +$116M 0.57% 27
2021
Q2
$1.62B Buy
17,688,645
+774,900
+5% +$66.4M 0.48% 31
2021
Q1
$1.31B Sell
16,913,745
-328,542
-2% -$25.2M 0.42% 42
2020
Q4
$1.18B Sell
17,242,287
-810,430
-4% -$46.5M 0.4% 44
2020
Q3
$873M Sell
18,052,717
-1,788,272
-9% -$90.1M 0.34% 63
2020
Q2
$958M Buy
19,840,989
+1,868,327
+10% +$78.5M 0.39% 54
2020
Q1
$611M Buy
17,972,662
+1,705,764
+10% +$80.3M 0.3% 74
2019
Q4
$832M Buy
16,266,898
+1,412,864
+10% +$66.9M 0.32% 62
2019
Q3
$634M Sell
14,854,034
-1,712,921
-10% -$73.2M 0.26% 78
2019
Q2
$726M Buy
16,566,955
+15,750,661
+1,930% +$702M 0.29% 70
2019
Q1
$34.4M Sell
816,294
-457,973
-36% -$19.3M 0.18% 142
2018
Q4
$50.5M Buy
1,274,267
+787,228
+162% +$34.4M 0.32% 60
2018
Q3
$22.7M Buy
487,039
+197,495
+68% +$9.64M 0.12% 271
2018
Q2
$13.7M Buy
289,544
+172,501
+147% +$9.01M 0.09% 332
2018
Q1
$6.32M Sell
117,043
-127,591
-52% -$7.06M 0.04% 453
2017
Q4
$12.8M Sell
244,634
-152,814
-38% -$7.73M 0.08% 342
2017
Q3
$19.1M Sell
397,448
-33,968
-8% -$1.58M 0.13% 257
2017
Q2
$19.2M Sell
431,416
-24,753
-5% -$1.07M 0.12% 238
2017
Q1
$19.5M Buy
456,169
+139,100
+44% +$6.17M 0.12% 244
2016
Q4
$13.4M Buy
317,069
+164,829
+108% +$6.23M 0.07% 365
2016
Q3
$4.88M Sell
152,240
-201,903
-57% -$6.02M 0.03% 535
2016
Q2
$9.2M Sell
354,143
-499,695
-59% -$13.1M 0.06% 373
2016
Q1
$21.4M Buy
853,838
+693,224
+432% +$17.7M 0.11% 195
2015
Q4
$5.11M Sell
160,614
-643,860
-80% -$21.4M 0.03% 466
2015
Q3
$25.3M Buy
804,474
+155,823
+24% +$5.67M 0.14% 173
2015
Q2
$25.2M Buy
648,651
+38,250
+6% +$1.46M 0.13% 201
2015
Q1
$21.8M Buy
610,401
+124,733
+26% +$4.48M 0.12% 242
2014
Q4
$18.8M Sell
485,668
-17,980
-4% -$640K 0.11% 267
2014
Q3
$17.4M Sell
503,648
-508,086
-50% -$16.9M 0.11% 265
2014
Q2
$32.7M Sell
1,011,734
-16,730
-2% -$516K 0.2% 118
2014
Q1
$32.1M Sell
1,028,464
-343,674
-25% -$10.6M 0.19% 118
2013
Q4
$43M Buy
1,372,138
+34,247
+3% +$1.02M 0.28% 77
2013
Q3
$36.1M Sell
1,337,891
-139,208
-9% -$3.74M 0.23% 93
2013
Q2
$36.1M Buy
+1,477,099
New +$35M 0.24% 91

Other funds holding MS

Nuveen's MS Position: Q2 2026 in Review

Nuveen increased its Morgan Stanley (MS) stake by 5.4% in Q2 2026, buying an estimated $60.1M and bringing the position to 5,905,402 shares worth $1.23B. The position accounts for 0.29% of the portfolio, ranked #63.

Nuveen first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.84B in Q3 2021. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nuveen held 5,905,402 shares of Morgan Stanley worth $1.23B as of Q2 2026.
  • Nuveen bought 303,511 Morgan Stanley shares in Q2 2026, an estimated $60.1M.
  • Morgan Stanley made up 0.29% of Nuveen's portfolio in Q2 2026, its #63 holding.
  • Nuveen first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Nuveen's Morgan Stanley position peaked at $1.84B in Q3 2021.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.