Acima Private Wealth’s Morgan Stanley MS Stock Holding History

Acima Private Wealth’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	$4.89K	Hold	26	–	–	﹤0.01%	168
2026 Q2	$5.43K	Hold	26	–	–	﹤0.01%	167
2026 Q1	$4.28K	Hold	26	–	–	﹤0.01%	170
2025 Q4	$4.62K	Hold	26	–	–	﹤0.01%	169
2025 Q3	$4.13K	Hold	26	–	–	﹤0.01%	174
2025 Q2	$3.66K	Hold	26	–	–	﹤0.01%	175
2025 Q1	$3.03K	Hold	26	–	–	﹤0.01%	178
2024 Q4	$3.27K	Hold	26	–	–	﹤0.01%	180
2024 Q3	$2.71K	Hold	26	–	–	﹤0.01%	181
2024 Q2	$2.53K	Hold	26	–	–	﹤0.01%	179
2024 Q1	$2.45K	Hold	26	–	–	﹤0.01%	188
2023 Q4	$2.42K	Hold	26	–	–	﹤0.01%	230
2023 Q3	$2.12K	Hold	26	–	–	﹤0.01%	240
2023 Q2	$2.22K	Hold	26	–	–	﹤0.01%	251
2023 Q1	$2.28K	Hold	26	–	–	﹤0.01%	267
2022 Q4	$2.21K	Hold	26	–	–	﹤0.01%	213
2022 Q3	$2.05K	Hold	26	–	–	﹤0.01%	218
2022 Q2	$1.98K	Hold	26	–	–	﹤0.01%	224
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	232
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	225
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	220
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	225
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	225
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	226
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	220
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	239
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	260
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	289
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	267
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	249
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	252
2018 Q4	$1K	Buy	+26	New	+$1.14K	﹤0.01%	281

Other funds holding MS

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Acima Private Wealth's MS Position: Q3 2026 in Review

Acima Private Wealth held its Morgan Stanley (MS) position steady in Q3 2026 at 26 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Acima Private Wealth first reported a position in MS in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.43K in Q2 2026. 345 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Acima Private Wealth held 26 shares of Morgan Stanley worth $4.89K as of Q3 2026.
Acima Private Wealth left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up ﹤0.01% of Acima Private Wealth's portfolio in Q3 2026, its #168 holding.
Acima Private Wealth first reported a position in Morgan Stanley in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Morgan Stanley position peaked at $5.43K in Q2 2026.
345 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.