Accurate Wealth Management
MS icon

Accurate Wealth Management’s Morgan Stanley MS Stock Holding History

Accurate Wealth Management’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 		$1.51M Buy
8,084
+1,276
+19% +$271K 0.13% 167
2026
Q2 		$1.51M Buy
6,808
+605
+10% +$120K 0.14% 164
2026
Q1 		$1.1M Buy
6,203
+2,202
+55% +$381K 0.13% 173
2025
Q4 		$744K Sell
4,001
-80
-2% -$13.3K 0.09% 221
2025
Q3 		$634K Buy
4,081
+786
+24% +$116K 0.08% 248
2025
Q2 		$470K Buy
3,295
+1,371
+71% +$168K 0.07% 271
2025
Q1 		$211K Buy
+1,924
New +$248K 0.04% 358
2024
Q4 		– Sell
-1,889
Closed -$212K – 391
2024
Q3 		$212K Buy
+1,889
New +$190K 0.04% 354
2023
Q1 		– Sell
-312
Closed -$27.8K – 962
2022
Q4 		$27.8K Buy
+312
New +$26.6K 0.01% 586
2022
Q1 		– Sell
-7,391
Closed -$992K – 191
2021
Q4 		$992K Buy
7,391
+65
+0.9% +$6.48K 0.81% 25
2021
Q3 		$985K Sell
7,326
-2,817
-28% -$279K 0.86% 25
2021
Q2 		$930K Buy
+10,143
New +$870K 0.82% 19

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accurate Wealth Management's MS Position: Q3 2026 in Review

Accurate Wealth Management increased its Morgan Stanley (MS) stake by 19% in Q3 2026, buying an estimated $271K and bringing the position to 8,084 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #167.

Accurate Wealth Management first reported a position in MS in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2026. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Accurate Wealth Management held 8,084 shares of Morgan Stanley worth $1.51M as of Q3 2026.
  • Accurate Wealth Management bought 1,276 Morgan Stanley shares in Q3 2026, an estimated $271K.
  • Morgan Stanley made up 0.13% of Accurate Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Accurate Wealth Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 12 quarters since.
  • Accurate Wealth Management's Morgan Stanley position peaked at $1.51M in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.