MS — MORGAN STANLEY

Ownership history in Nicholas Wealth, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.02% (2025 Q4)
Avg. % of fund
0.58%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,616 -3,441 -28.5% 1.02% $1.5M $176.56
2025 Q3 ADDED 12,057 +1,325 +12.3% 0.80% $1.9M $157.13
2025 Q2 ADDED 10,732 +1,022 +10.5% 0.74% $1.5M $138.28
2025 Q1 REDUCED 9,710 -242 -2.4% 0.66% $1.1M $113.62
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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