AC
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Apella Capital’s Morgan Stanley MS Stock Holding History

Apella Capital’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 		$1.28M Buy
6,723
+1,860
+38% +$395K 0.02% 363
2026
Q2 		$1.08M Buy
4,863
+199
+4% +$39.4K 0.02% 359
2026
Q1 		$881K Buy
4,664
+807
+21% +$140K 0.01% 382
2025
Q4 		$685K Buy
3,857
+392
+11% +$65.4K 0.01% 313
2025
Q3 		$554K Buy
3,465
+482
+16% +$71.2K 0.01% 311
2025
Q2 		$429K Buy
2,983
+153
+5% +$18.8K 0.01% 311
2025
Q1 		$316K Buy
+2,830
New +$365K 0.01% 295

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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

Apella Capital's MS Position: Q3 2026 in Review

Apella Capital increased its Morgan Stanley (MS) stake by 38% in Q3 2026, buying an estimated $395K and bringing the position to 6,723 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #363.

Apella Capital first reported a position in MS in Q1 2025 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Apella Capital held 6,723 shares of Morgan Stanley worth $1.28M as of Q3 2026.
  • Apella Capital bought 1,860 Morgan Stanley shares in Q3 2026, an estimated $395K.
  • Morgan Stanley made up 0.02% of Apella Capital's portfolio in Q3 2026, its #363 holding.
  • Apella Capital first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.