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
2021 Q4	–	Sell	-53,600	Closed	-$5K	–	3381
2021 Q3	$5K	Buy	+53,600	New	+$5.31M	﹤0.01%	3363

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 2,745 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.
2,745 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.