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Manning & Napier Group’s MS Holdings & Trades

First Buy
Q4 2025
Duration Held
3 Quarters
Largest Add
Q1 2026
+125 Shares
Current Position
158 Shares
$33,452 Value

Manning & Napier Group's MS Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 158 shares of Morgan Stanley (MS) worth $33,452, representing 0.00% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.

Based on 13F filings, Manning & Napier Group has maintained this position in MS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 125 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Morgan Stanley (MS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Morgan Stanley (MS) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +4 Add 2.60% 158 $211.72
Q1 2026 +125 Add 431.03% 154 $158.37
Q4 2025 +29 New Buy 29 $179.07

Manning & Napier Group's Morgan Stanley Investment FAQs

Manning & Napier Group first purchased Morgan Stanley (MS) in Q4 2025, acquiring 29 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Morgan Stanley (MS) for 3 quarters since Q4 2025.

Manning & Napier Group's largest addition to Morgan Stanley (MS) was in Q1 2026, adding 154 shares worth $24,389.

According to the latest 13F filing for Q2 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 158 shares of Morgan Stanley (MS), valued at approximately $33,452.

As of the Q2 2026 filing, Morgan Stanley (MS) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Morgan Stanley (MS) was 158 shares, as reported at the end of Q2 2026.