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Allen Mooney & Barnes Investment Advisors’s Morgan Stanley MS Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$360K Sell
1,914
-297
-13% -$63.1K 0.05% 117
2026
Q2 		$462K Buy
2,211
+2
+0.1% +$396 0.07% 107
2026
Q1 		$364K Buy
2,209
+3
+0.1% +$519 0.05% 118
2025
Q4 		$392K Buy
2,206
+3
+0.1% +$500 0.06% 113
2025
Q3 		$350K Buy
2,203
+3
+0.1% +$443 0.05% 118
2025
Q2 		$310K Sell
2,200
-247
-10% -$30.3K 0.05% 128
2025
Q1 		$286K Sell
2,447
-107
-4% -$13.8K 0.05% 132
2024
Q4 		$321K Buy
2,554
+3
+0.1% +$369 0.05% 123
2024
Q3 		$266K Buy
2,551
+104
+4% +$10.5K 0.05% 135
2024
Q2 		$238K Sell
2,447
-57
-2% -$5.43K 0.04% 141
2024
Q1 		$217K Buy
2,504
+11
+0.4% +$969 0.04% 151
2023
Q4 		$232K Buy
2,493
+5
+0.2% +$400 0.04% 145
2023
Q3 		$203K Buy
2,488
+4
+0.2% +$347 0.04% 143
2023
Q2 		$212K Buy
2,484
+68
+3% +$5.82K 0.05% 139
2023
Q1 		$212K Sell
2,416
-127
-5% -$11.9K 0.05% 126
2022
Q4 		$216K Buy
2,543
+3
+0.1% +$256 0.05% 126
2022
Q3 		$201K Buy
+2,540
New +$214K 0.05% 128
2022
Q2 		– Sell
-2,532
Closed -$221K – 145
2022
Q1 		$221K Buy
+2,532
New +$244K 0.05% 142

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MS Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Morgan Stanley (MS) stake by 13% in Q3 2026, selling an estimated $63.1K and leaving 1,914 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #117.

Allen Mooney & Barnes Investment Advisors first reported a position in MS in Q1 2022 and has held it in 18 quarters since. The position peaked at $462K in Q2 2026. 390 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,914 shares of Morgan Stanley worth $360K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors sold 297 Morgan Stanley shares in Q3 2026, an estimated $63.1K.
  • Morgan Stanley made up 0.05% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #117 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Morgan Stanley position peaked at $462K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.