Aspect Partners’s Morgan Stanley MS Stock Holding History

Aspect Partners’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	$25.8K	Sell	137 -1	-0.7%	-$212	0.01%	174
2026 Q2	$28.8K	Hold	138	–	–	0.01%	172
2026 Q1	$22.7K	Sell	138 -19	-12%	-$3.29K	0.01%	177
2025 Q4	$27.9K	Sell	157 -83	-35%	-$13.8K	0.01%	174
2025 Q3	$38.2K	Sell	240 -51	-18%	-$7.53K	0.02%	171
2025 Q2	$41K	Buy	291 +112	+63%	+$13.8K	0.02%	163
2025 Q1	$20.9K	Buy	179 +2	+1%	+$258	0.01%	186
2024 Q4	$22.3K	Hold	177	–	–	0.01%	187
2024 Q3	$18.4K	Hold	177	–	–	0.01%	200
2024 Q2	$17.2K	Hold	177	–	–	0.01%	204
2024 Q1	$16.7K	Hold	177	–	–	0.01%	203
2023 Q4	$16.5K	Buy	+177	New	+$14.2K	0.01%	195

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Aspect Partners's MS Position: Q3 2026 in Review

Aspect Partners reduced its Morgan Stanley (MS) stake by 0.72% in Q3 2026, selling an estimated $212 and leaving 137 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Aspect Partners first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $41K in Q2 2025. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Aspect Partners held 137 shares of Morgan Stanley worth $25.8K as of Q3 2026.
Aspect Partners sold 1 Morgan Stanley share in Q3 2026, an estimated $212.
Morgan Stanley made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #174 holding.
Aspect Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Morgan Stanley position peaked at $41K in Q2 2025.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.