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Acropolis Investment Management’s Morgan Stanley MS Stock Holding History

Acropolis Investment 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 		$3.23M Sell
17,157
-613
-3% -$130K 0.13% 66
2026
Q2 		$3.71M Sell
17,770
-669
-4% -$132K 0.15% 61
2026
Q1 		$3.03M Sell
18,439
-813
-4% -$141K 0.13% 60
2025
Q4 		$3.42M Sell
19,252
-1,404
-7% -$234K 0.15% 60
2025
Q3 		$2.91M Buy
20,656
+2,096
+11% +$309K 0.15% 60
2025
Q2 		$2.61M Buy
18,560
+8
+0% +$983 0.14% 58
2025
Q1 		$2.16M Sell
18,552
-83
-0.4% -$10.7K 0.13% 65
2024
Q4 		$2.34M Sell
18,635
-100
-0.5% -$12.3K 0.14% 62
2024
Q3 		$1.95M Sell
18,735
-133
-0.7% -$13.4K 0.12% 70
2024
Q2 		$1.83M Buy
18,868
+453
+2% +$43.1K 0.12% 66
2024
Q1 		$1.73M Buy
18,415
+305
+2% +$26.9K 0.11% 72
2023
Q4 		$1.7M Sell
18,110
-378
-2% -$30.2K 0.12% 68
2023
Q3 		$1.51M Buy
18,488
+64
+0.3% +$5.56K 0.12% 70
2023
Q2 		$1.57M Sell
18,424
-87
-0.5% -$7.44K 0.12% 70
2023
Q1 		$1.63M Buy
18,511
+318
+2% +$29.7K 0.13% 70
2022
Q4 		$1.55M Buy
18,193
+9
+0% +$767 0.14% 61
2022
Q3 		$1.44M Buy
18,184
+238
+1% +$20.1K 0.15% 62
2022
Q2 		$1.36M Sell
17,946
-59
-0.3% -$4.83K 0.13% 64
2022
Q1 		$1.57M Buy
18,005
+6
+0% +$579 0.14% 62
2021
Q4 		$1.77M Buy
17,999
+695
+4% +$69.2K 0.16% 58
2021
Q3 		$1.67M Buy
17,304
+898
+5% +$89K 0.2% 57
2021
Q2 		$1.5M Sell
16,406
-288
-2% -$24.7K 0.15% 61
2021
Q1 		$1.3M Buy
16,694
+2,278
+16% +$175K 0.13% 68
2020
Q4 		$988K Buy
14,416
+2,460
+21% +$141K 0.11% 76
2020
Q3 		$578K Buy
11,956
+1,593
+15% +$80.3K 0.07% 96
2020
Q2 		$501K Buy
10,363
+4,804
+86% +$202K 0.07% 99
2020
Q1 		$189K Buy
+5,559
New +$262K 0.03% 140

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Acropolis Investment Management's MS Position: Q3 2026 in Review

Acropolis Investment Management reduced its Morgan Stanley (MS) stake by 3.4% in Q3 2026, selling an estimated $130K and leaving 17,157 shares worth $3.23M. The position accounts for 0.13% of the portfolio, ranked #66.

Acropolis Investment Management first reported a position in MS in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.71M in Q2 2026. 76 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Acropolis Investment Management held 17,157 shares of Morgan Stanley worth $3.23M as of Q3 2026.
  • Acropolis Investment Management sold 613 Morgan Stanley shares in Q3 2026, an estimated $130K.
  • Morgan Stanley made up 0.13% of Acropolis Investment Management's portfolio in Q3 2026, its #66 holding.
  • Acropolis Investment Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 27 quarters since.
  • Acropolis Investment Management's Morgan Stanley position peaked at $3.71M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.