Abel Hall LLC
MS icon

Abel Hall LLC’s Morgan Stanley MS Stock Holding History

Abel Hall 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 		$711K Sell
3,779
-147
-4% -$31.2K 0.13% 125
2026
Q2 		$821K Buy
3,926
+389
+11% +$77K 0.14% 106
2026
Q1 		$582K Sell
3,537
-2,149
-38% -$372K 0.12% 150
2025
Q4 		$1.01M Buy
5,686
+3,735
+191% +$623K 0.24% 60
2025
Q3 		$310K Sell
1,951
-41
-2% -$6.05K 0.13% 170
2025
Q2 		$281K Buy
1,992
+179
+10% +$22K 0.13% 175
2025
Q1 		$212K Buy
+1,813
New +$234K 0.13% 157

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DekaBank Deutsche Girozentrale
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Abel Hall LLC's MS Position: Q3 2026 in Review

Abel Hall LLC reduced its Morgan Stanley (MS) stake by 3.7% in Q3 2026, selling an estimated $31.2K and leaving 3,779 shares worth $711K. The position accounts for 0.13% of the portfolio, ranked #125.

Abel Hall LLC first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 905 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Abel Hall LLC held 3,779 shares of Morgan Stanley worth $711K as of Q3 2026.
  • Abel Hall LLC sold 147 Morgan Stanley shares in Q3 2026, an estimated $31.2K.
  • Morgan Stanley made up 0.13% of Abel Hall LLC's portfolio in Q3 2026, its #125 holding.
  • Abel Hall LLC first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • Abel Hall LLC's Morgan Stanley position peaked at $1.01M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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