Arax Advisory Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $30.4M | Buy |
161,711
+56,709
| +54% | +$12M | 0.17% | 115 |
|
|
2026
Q2 | $21.9M | Buy |
105,002
+62,731
| +148% | +$12.4M | 0.15% | 149 |
|
|
2026
Q1 | $6.96M | Buy |
42,271
+9,688
| +30% | +$1.68M | 0.2% | 107 |
|
|
2025
Q4 | $5.78M | Sell |
32,583
-58,796
| -64% | -$9.8M | 0.17% | 111 |
|
|
2025
Q3 | $14.5M | Buy |
91,379
+59,541
| +187% | +$8.79M | 0.21% | 65 |
|
|
2025
Q2 | $4.67M | Buy |
31,838
+2,375
| +8% | +$292K | 0.21% | 85 |
|
|
2025
Q1 | $3.44M | Buy |
29,463
+27,895
| +1,779% | +$3.59M | 0.22% | 79 |
|
|
2024
Q4 | $197K | Buy |
1,568
+529
| +51% | +$65.2K | 0.01% | 488 |
|
|
2024
Q3 | $108K | Buy |
1,039
+171
| +20% | +$17.2K | 0.01% | 477 |
|
|
2024
Q2 | $84.3K | Buy |
868
+277
| +47% | +$26.4K | 0.01% | 504 |
|
|
2024
Q1 | $55.7K | Sell |
591
-2
| -0.3% | -$176 | 0.01% | 476 |
|
|
2023
Q4 | $55.2K | Sell |
593
-26
| -4% | -$2.08K | 0.01% | 463 |
|
|
2023
Q3 | $50.6K | Buy |
619
+14
| +2% | +$1.22K | 0.01% | 464 |
|
|
2023
Q2 | $51.7K | Buy |
605
+54
| +10% | +$4.62K | 0.01% | 460 |
|
|
2023
Q1 | $48.3K | Buy |
551
+4
| +0.7% | +$373 | 0.01% | 468 |
|
|
2022
Q4 | $46.5K | Sell |
547
-41
| -7% | -$3.49K | 0.01% | 457 |
|
|
2022
Q3 | $46K | Sell |
588
-15
| -2% | -$1.26K | 0.01% | 443 |
|
|
2022
Q2 | $46K | Sell |
603
-18
| -3% | -$1.47K | 0.01% | 433 |
|
|
2022
Q1 | $54K | Buy |
621
+97
| +19% | +$9.36K | 0.01% | 442 |
|
|
2021
Q4 | $51K | Buy |
524
+51
| +11% | +$5.08K | 0.01% | 454 |
|
|
2021
Q3 | $46K | Buy |
473
+246
| +108% | +$24.4K | 0.01% | 461 |
|
|
2021
Q2 | $21K | Buy |
+227
| New | +$19.5K | ﹤0.01% | 578 |
|
|
2020
Q4 | $13K | Buy |
194
+44
| +29% | +$2.52K | ﹤0.01% | 542 |
|
|
2020
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 574 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 576 |
|
|
2019
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 502 |
|
|
2019
Q2 | $7K | Buy |
+150
| New | +$6.69K | ﹤0.01% | 492 |
|
|
2018
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 475 |
|
|
2018
Q3 | $7K | Sell |
150
-360
| -71% | -$17.6K | ﹤0.01% | 499 |
|
|
2018
Q2 | $24K | Buy |
510
+12
| +2% | +$627 | 0.01% | 282 |
|
|
2018
Q1 | $26K | Sell |
498
-54
| -10% | -$2.99K | 0.01% | 262 |
|
|
2017
Q4 | $28K | Buy |
552
+160
| +41% | +$8.09K | 0.01% | 255 |
|
|
2017
Q3 | $18K | Sell |
392
-511
| -57% | -$23.7K | 0.01% | 283 |
|
|
2017
Q2 | $40K | Buy |
903
+146
| +19% | +$6.3K | 0.02% | 246 |
|
|
2017
Q1 | $32K | Buy |
757
+179
| +31% | +$7.94K | 0.02% | 241 |
|
|
2016
Q4 | $24K | Buy |
+578
| New | +$21.9K | 0.01% | 250 |
|
Other funds holding MS
Arax Advisory Partners's MS Position: Q3 2026 in Review
Arax Advisory Partners increased its Morgan Stanley (MS) stake by 54% in Q3 2026, buying an estimated $12M and bringing the position to 161,711 shares worth $30.4M. The position accounts for 0.17% of the portfolio, ranked #115.
Arax Advisory Partners first reported a position in MS in Q4 2016 and has held it in 38 quarters since. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.
- Arax Advisory Partners held 161,711 shares of Morgan Stanley worth $30.4M as of Q3 2026.
- Arax Advisory Partners bought 56,709 Morgan Stanley shares in Q3 2026, an estimated $12M.
- Morgan Stanley made up 0.17% of Arax Advisory Partners's portfolio in Q3 2026, its #115 holding.
- Arax Advisory Partners first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
- 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.
Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.