Armis Advisers
MS icon

Armis Advisers’s Morgan Stanley MS Stock Holding History

Armis Advisers’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 		$2.27M Buy
11,920
+1,179
+11% +$251K 0.19% 86
2026
Q2 		$2.39M Sell
10,741
-125
-1% -$24.8K 0.22% 76
2026
Q1 		$2.11M Sell
10,866
-122
-1% -$21.1K 0.2% 84
2025
Q4 		$1.77M Buy
10,988
+27
+0.2% +$4.5K 0.2% 88
2025
Q3 		$1.79M Sell
10,961
-190
-2% -$28.1K 0.16% 91
2025
Q2 		$1.59M Buy
11,151
+1,419
+15% +$174K 0.13% 135
2025
Q1 		$1.12M Buy
+9,732
New +$1.25M 0.11% 154

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 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

Armis Advisers's MS Position: Q3 2026 in Review

Armis Advisers increased its Morgan Stanley (MS) stake by 11% in Q3 2026, buying an estimated $251K and bringing the position to 11,920 shares worth $2.27M. The position accounts for 0.19% of the portfolio, ranked #86.

Armis Advisers first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.39M in Q2 2026. 576 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Armis Advisers held 11,920 shares of Morgan Stanley worth $2.27M as of Q3 2026.
  • Armis Advisers bought 1,179 Morgan Stanley shares in Q3 2026, an estimated $251K.
  • Morgan Stanley made up 0.19% of Armis Advisers's portfolio in Q3 2026, its #86 holding.
  • Armis Advisers first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • Armis Advisers's Morgan Stanley position peaked at $2.39M in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.