1900 Wealth Management’s Morgan Stanley MS Stock Holding History

1900 Wealth Management’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 Q3	$491K	Buy	2,609 +182	+7%	+$38.7K	0.03%	212
2026 Q2	$507K	Buy	+2,427	New	+$481K	0.03%	178
2026 Q1	–	Sell	-1,172	Closed	-$208K	–	261
2025 Q4	$208K	Buy	+1,172	New	+$195K	0.01%	236

Other funds holding MS

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

1900 Wealth Management's MS Position: Q3 2026 in Review

1900 Wealth Management increased its Morgan Stanley (MS) stake by 7.5% in Q3 2026, buying an estimated $38.7K and bringing the position to 2,609 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #212.

1900 Wealth Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q2 2026. 274 funds tracked by Wall St. Rank hold MS as of Q3 2026.

1900 Wealth Management held 2,609 shares of Morgan Stanley worth $491K as of Q3 2026.
1900 Wealth Management bought 182 Morgan Stanley shares in Q3 2026, an estimated $38.7K.
Morgan Stanley made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #212 holding.
1900 Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
1900 Wealth Management's Morgan Stanley position peaked at $507K in Q2 2026.
274 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.