B.A. Schrock Wealth Management, Inc.’s Morgan Stanley MS Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$1.87M	Buy	+9,970	New	+$2.12M	0.68%	48

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s MS Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Morgan Stanley (MS) in Q3 2026: 9,970 shares worth $1.87M. The stake represents 0.68% of the portfolio and ranks #48 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 9,970 shares of Morgan Stanley worth $1.87M as of Q3 2026.
Morgan Stanley was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Morgan Stanley made up 0.68% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #48 holding.
345 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.