STACKSTONE WEALTH, LLC’s Morgan Stanley MS Stock Holding History

STACKSTONE WEALTH, LLC’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	$7.97M	Buy	+42,377	New	+$9M	0.79%	34

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

STACKSTONE WEALTH, LLC's MS Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Morgan Stanley (MS) in Q3 2026: 42,377 shares worth $7.97M. The stake represents 0.79% of the portfolio and ranks #34 among its holdings.

501 funds tracked by Wall St. Rank hold MS as of Q3 2026.

STACKSTONE WEALTH, LLC held 42,377 shares of Morgan Stanley worth $7.97M as of Q3 2026.
Morgan Stanley was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Morgan Stanley made up 0.79% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #34 holding.
501 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.