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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sittner & Nelson's MS Position: Q1 2026 in Review

Sittner & Nelson held its Morgan Stanley (MS) position steady in Q1 2026 at 433 shares worth $71.3K. The position accounts for 0.03% of the portfolio, ranked #267.

Sittner & Nelson first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $77.9K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Sittner & Nelson held 433 shares of Morgan Stanley worth $71.3K as of Q1 2026.
Sittner & Nelson left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.03% of Sittner & Nelson's portfolio in Q1 2026, its #267 holding.
Sittner & Nelson first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
Sittner & Nelson's Morgan Stanley position peaked at $77.9K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.