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Nvest Wealth Strategies’s Morgan Stanley MS Stock Holding History

Nvest Wealth Strategies’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
Q2 		$36.6K Sell
175
-243
-58% -$48.1K 0.02% 65
2026
Q1 		$68.8K Buy
418
+244
+140% +$42.2K 0.05% 46
2025
Q4 		$30.9K Buy
+174
New +$29K 0.02% 67

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's MS Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Morgan Stanley (MS) stake by 58% in Q2 2026, selling an estimated $48.1K and leaving 175 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #65.

Nvest Wealth Strategies first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.8K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nvest Wealth Strategies held 175 shares of Morgan Stanley worth $36.6K as of Q2 2026.
  • Nvest Wealth Strategies sold 243 Morgan Stanley shares in Q2 2026, an estimated $48.1K.
  • Morgan Stanley made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #65 holding.
  • Nvest Wealth Strategies first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Morgan Stanley position peaked at $68.8K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.