ABLE Financial Group
MS icon

ABLE Financial Group’s Morgan Stanley MS Stock Holding History

ABLE Financial Group’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 		$242K Buy
+1,289
New +$274K 0.04% 207
2026
Q1 		– Sell
-1,421
Closed -$252K – 222
2025
Q4 		$252K Buy
+1,421
New +$237K 0.05% 182

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Douglas Lane & Associates
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Cardano Risk Management
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Wealth Enhancement Advisory Services
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
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Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

ABLE Financial Group's MS Position: Q3 2026 in Review

ABLE Financial Group opened a new position in Morgan Stanley (MS) in Q3 2026: 1,289 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: ABLE Financial Group previously reported a position in MS as recently as Q4 2025.

ABLE Financial Group first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $252K in Q4 2025. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • ABLE Financial Group held 1,289 shares of Morgan Stanley worth $242K as of Q3 2026.
  • Morgan Stanley was a new ABLE Financial Group position in Q3 2026.
  • Morgan Stanley made up 0.04% of ABLE Financial Group's portfolio in Q3 2026, its #207 holding.
  • ABLE Financial Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • ABLE Financial Group's Morgan Stanley position peaked at $252K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.