Manning & Napier Group's MS Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 154 shares of Morgan Stanley (MS) worth $24,389, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Manning & Napier Group has initiated a new position in MS, representing a fresh investment thesis on this company. 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 |
|---|---|---|---|---|
| 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 2 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 Q1 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 154 shares of Morgan Stanley (MS), valued at approximately $24,389.
As of the Q1 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 154 shares, as reported at the end of Q1 2026.