Annex Advisory Services
MS icon

Annex Advisory Services’s Morgan Stanley MS Stock Holding History

Annex Advisory Services’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 		$61.9M Sell
329,367
-6,373
-2% -$1.35M 1.01% 28
2026
Q2 		$70.2M Sell
335,740
-9,091
-3% -$1.8M 1.2% 26
2026
Q1 		$56.7M Buy
344,831
+9,990
+3% +$1.73M 1.06% 29
2025
Q4 		$59.4M Buy
334,841
+12,005
+4% +$2M 1.14% 28
2025
Q3 		$51.3M Buy
322,836
+14,968
+5% +$2.21M 1.09% 29
2025
Q2 		$43.4M Buy
307,868
+15,968
+5% +$1.96M 1.04% 28
2025
Q1 		$34.1M Buy
291,900
+39,186
+16% +$5.05M 0.97% 27
2024
Q4 		$31.8M Sell
252,714
-8,405
-3% -$1.04M 0.96% 24
2024
Q3 		$27.2M Buy
261,119
+2,453
+0.9% +$247K 0.87% 26
2024
Q2 		$25.1M Buy
258,666
+20,169
+8% +$1.92M 0.89% 22
2024
Q1 		$22.5M Buy
238,497
+25,575
+12% +$2.25M 0.8% 25
2023
Q4 		$19.9M Buy
212,922
+9,504
+5% +$760K 0.83% 28
2023
Q3 		$16.6M Buy
203,418
+97,420
+92% +$8.46M 1.01% 24
2023
Q2 		$9.05M Buy
+105,998
New +$9.07M 0.5% 44
2022
Q1 		– Sell
-5,059
Closed -$497K – 260
2021
Q4 		$497K Buy
+5,059
New +$504K 0.03% 155
2020
Q2 		– Sell
-43,033
Closed -$1.46M – 130
2020
Q1 		$1.46M Buy
43,033
+6,032
+16% +$284K 0.21% 48
2019
Q4 		$1.89M Sell
37,001
-726
-2% -$34.4K 0.23% 54
2019
Q3 		$1.61M Buy
37,727
+1,283
+4% +$54.8K 0.22% 55
2019
Q2 		$1.6M Buy
36,444
+625
+2% +$27.9K 0.22% 53
2019
Q1 		$1.51M Buy
35,819
+1,868
+6% +$78.6K 0.23% 55
2018
Q4 		$1.35M Buy
33,951
+1,856
+6% +$81K 0.21% 61
2018
Q3 		$1.5M Buy
32,095
+3,753
+13% +$183K 0.23% 57
2018
Q2 		$1.34M Buy
28,342
+2,046
+8% +$107K 0.23% 59
2018
Q1 		$1.42M Buy
26,296
+4,381
+20% +$243K 0.26% 45
2017
Q4 		$1.15M Buy
21,915
+2,142
+11% +$108K 0.22% 53
2017
Q3 		$952K Buy
+19,773
New +$917K 0.2% 56

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
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

Annex Advisory Services's MS Position: Q3 2026 in Review

Annex Advisory Services reduced its Morgan Stanley (MS) stake by 1.9% in Q3 2026, selling an estimated $1.35M and leaving 329,367 shares worth $61.9M. The position accounts for 1.01% of the portfolio, ranked #28.

Annex Advisory Services first reported a position in MS in Q3 2017 and has held it in 26 quarters since. The position peaked at $70.2M in Q2 2026. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Annex Advisory Services held 329,367 shares of Morgan Stanley worth $61.9M as of Q3 2026.
  • Annex Advisory Services sold 6,373 Morgan Stanley shares in Q3 2026, an estimated $1.35M.
  • Morgan Stanley made up 1.01% of Annex Advisory Services's portfolio in Q3 2026, its #28 holding.
  • Annex Advisory Services first reported a position in Morgan Stanley in Q3 2017 and has held it in 26 quarters since.
  • Annex Advisory Services's Morgan Stanley position peaked at $70.2M in Q2 2026.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.