Superior Planning, LLC’s Morgan Stanley MS Stock Holding History

Superior Planning, 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	$173K	Buy	+922	New	+$196K	0.07%	180

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's MS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Morgan Stanley (MS) in Q3 2026: 922 shares worth $173K. The stake represents 0.07% of the portfolio and ranks #180 among its holdings.

2,014 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Superior Planning, LLC held 922 shares of Morgan Stanley worth $173K as of Q3 2026.
Morgan Stanley was a new Superior Planning, LLC position in Q3 2026.
Morgan Stanley made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #180 holding.
2,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.