Armstrong Advisory Group
MS icon

Armstrong Advisory Group’s Morgan Stanley MS Stock Holding History

Armstrong Advisory Group’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 		$308K Hold
1,638
– – 0.02% 191
2026
Q2 		$342K Hold
1,638
– – 0.02% 192
2026
Q1 		$270K Sell
1,638
-7
-0.4% -$1.21K 0.02% 204
2025
Q4 		$292K Buy
1,645
+7
+0.4% +$1.17K 0.02% 184
2025
Q3 		$260K Hold
1,638
– – 0.02% 183
2025
Q2 		$231K Sell
1,638
-71
-4% -$8.72K 0.02% 186
2025
Q1 		$215K Hold
1,709
– – 0.02% 183
2024
Q4 		$215K Buy
1,709
+566
+50% +$69.7K 0.02% 183
2024
Q3 		$119K Sell
1,143
-39
-3% -$3.93K 0.01% 248
2024
Q2 		$115K Sell
1,182
-73
-6% -$6.95K 0.01% 239
2024
Q1 		$117K Hold
1,255
– – 0.01% 232
2023
Q4 		$117K Hold
1,255
– – 0.01% 232
2023
Q3 		$102K Hold
1,255
– – 0.01% 233
2023
Q2 		$107K Hold
1,255
– – 0.01% 230
2023
Q1 		$110K Hold
1,255
– – 0.01% 230
2022
Q4 		$107K Buy
+1,255
New +$107K 0.01% 234

Other funds holding MS

Robeco Institutional Asset Management
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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

Armstrong Advisory Group's MS Position: Q3 2026 in Review

Armstrong Advisory Group held its Morgan Stanley (MS) position steady in Q3 2026 at 1,638 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #191.

Armstrong Advisory Group first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $342K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Armstrong Advisory Group held 1,638 shares of Morgan Stanley worth $308K as of Q3 2026.
  • Armstrong Advisory Group left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.02% of Armstrong Advisory Group's portfolio in Q3 2026, its #191 holding.
  • Armstrong Advisory Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Morgan Stanley position peaked at $342K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.