Accordant Advisory Group
MS icon

Accordant Advisory Group’s Morgan Stanley MS Stock Holding History

Accordant Advisory 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 		$88.4K Hold
470
– – 0.06% 68
2026
Q2 		$98.2K Hold
470
– – 0.07% 68
2026
Q1 		$77.3K Hold
470
– – 0.05% 73
2025
Q4 		$83.4K Hold
470
– – 0.06% 67
2025
Q3 		$74.7K Hold
470
– – 0.05% 76
2025
Q2 		$66.2K Hold
470
– – 0.05% 76
2025
Q1 		$54.8K Hold
470
– – 0.05% 60
2024
Q4 		$59.1K Hold
470
– – 0.06% 61
2024
Q3 		$49K Hold
470
– – 0.04% 70
2024
Q2 		$45.7K Hold
470
– – 0.04% 79
2024
Q1 		$44.3K Buy
+470
New +$41.4K 0.03% 130

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Accordant Advisory Group's MS Position: Q3 2026 in Review

Accordant Advisory Group held its Morgan Stanley (MS) position steady in Q3 2026 at 470 shares worth $88.4K. The position accounts for 0.06% of the portfolio, ranked #68.

Accordant Advisory Group first reported a position in MS in Q1 2024 and has held it in 11 quarters since. The position peaked at $98.2K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Accordant Advisory Group held 470 shares of Morgan Stanley worth $88.4K as of Q3 2026.
  • Accordant Advisory Group left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.06% of Accordant Advisory Group's portfolio in Q3 2026, its #68 holding.
  • Accordant Advisory Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 11 quarters since.
  • Accordant Advisory Group's Morgan Stanley position peaked at $98.2K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.