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Nuveen’s Morgan Stanley MS Stock Holding History

Nuveen’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
2020
Q2 		– Sell
-66,400
Closed -$2K – 3330
2020
Q1 		$2K Buy
+66,400
New +$3.13M ﹤0.01% 3191

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Nuveen's MS Position: Q1 2026 in Review

Nuveen increased its Morgan Stanley (MS) stake by 3.5% in Q1 2026, buying an estimated $32.7M and bringing the position to 5,601,891 shares worth $922M. The position accounts for 0.25% of the portfolio, ranked #76.

Nuveen first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.84B in Q3 2021. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Nuveen held 5,601,891 shares of Morgan Stanley worth $922M as of Q1 2026.
  • Nuveen bought 188,636 Morgan Stanley shares in Q1 2026, an estimated $32.7M.
  • Morgan Stanley made up 0.25% of Nuveen's portfolio in Q1 2026, its #76 holding.
  • Nuveen first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Nuveen's Morgan Stanley position peaked at $1.84B in Q3 2021.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.