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Sittner & Nelson’s Morgan Stanley MS Stock Holding History

Sittner & Nelson’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 		$88K Sell
421
-12
-3% -$2.38K 0.03% 242
2026
Q1 		$71.3K Hold
433
– – 0.03% 267
2025
Q4 		$77.9K Hold
433
– – 0.03% 235
2025
Q3 		$68.8K Hold
433
– – 0.03% 230
2025
Q2 		$61K Hold
433
– – 0.02% 234
2025
Q1 		$50.5K Sell
433
-77
-15% -$9.92K 0.02% 237
2024
Q4 		$64.1K Hold
510
– – 0.03% 204
2024
Q3 		$53.2K Hold
510
– – 0.02% 224
2024
Q2 		$49.6K Hold
510
– – 0.02% 215
2024
Q1 		$48K Hold
510
– – 0.02% 218
2023
Q4 		$47.6K Buy
510
+177
+53% +$14.2K 0.03% 216
2023
Q3 		$27.2K Hold
333
– – 0.02% 255
2023
Q2 		$28.4K Hold
333
– – 0.02% 254
2023
Q1 		$29.2K Buy
333
+225
+208% +$21K 0.02% 266
2022
Q4 		$9.18K Hold
108
– – 0.01% 352
2022
Q3 		$9K Sell
108
-231
-68% -$19.5K 0.01% 341
2022
Q2 		$26K Buy
+339
New +$27.8K 0.02% 264

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sittner & Nelson's MS Position: Q2 2026 in Review

Sittner & Nelson reduced its Morgan Stanley (MS) stake by 2.8% in Q2 2026, selling an estimated $2.38K and leaving 421 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #242.

Sittner & Nelson first reported a position in MS in Q2 2022 and has held it in 17 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sittner & Nelson held 421 shares of Morgan Stanley worth $88K as of Q2 2026.
  • Sittner & Nelson sold 12 Morgan Stanley shares in Q2 2026, an estimated $2.38K.
  • Morgan Stanley made up 0.03% of Sittner & Nelson's portfolio in Q2 2026, its #242 holding.
  • Sittner & Nelson first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.