Aspiriant LLC
MS icon

Aspiriant LLC’s Morgan Stanley MS Stock Holding History

Aspiriant LLC’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 		$728K Sell
3,870
-30
-0.8% -$6.37K 0.02% 209
2026
Q2 		$815K Buy
3,900
+401
+11% +$79.4K 0.02% 190
2026
Q1 		$576K Sell
3,499
-50
-1% -$8.66K 0.02% 202
2025
Q4 		$630K Buy
3,549
+404
+13% +$67.4K 0.02% 197
2025
Q3 		$500K Sell
3,145
-66
-2% -$9.7K 0.02% 198
2025
Q2 		$452K Sell
3,211
-155
-5% -$19K 0.01% 209
2025
Q1 		$393K Buy
3,366
+405
+14% +$52.2K 0.01% 208
2024
Q4 		$372K Buy
2,961
+173
+6% +$21.3K 0.01% 218
2024
Q3 		$291K Sell
2,788
-246
-8% -$24.8K 0.01% 238
2024
Q2 		$295K Sell
3,034
-1,297
-30% -$123K 0.01% 233
2024
Q1 		$408K Buy
4,331
+56
+1% +$4.93K 0.02% 216
2023
Q4 		$399K Buy
4,275
+151
+4% +$12.1K 0.02% 211
2023
Q3 		$337K Buy
4,124
+880
+27% +$76.4K 0.02% 211
2023
Q2 		$277K Sell
3,244
-65
-2% -$5.56K 0.01% 234
2023
Q1 		$291K Sell
3,309
-6
-0.2% -$560 0.02% 222
2022
Q4 		$282K Buy
3,315
+369
+13% +$31.4K 0.01% 221
2022
Q3 		$232K Buy
2,946
+184
+7% +$15.5K 0.01% 237
2022
Q2 		$209K Sell
2,762
-99
-3% -$8.11K 0.01% 263
2022
Q1 		$250K Buy
+2,861
New +$276K 0.01% 242
2019
Q1 		– Sell
-6,486
Closed -$257K – 239
2018
Q4 		$257K Buy
6,486
+264
+4% +$11.5K 0.02% 199
2018
Q3 		$290K Sell
6,222
-475
-7% -$23.2K 0.02% 197
2018
Q2 		$317K Sell
6,697
-521
-7% -$27.2K 0.03% 197
2018
Q1 		$389K Buy
+7,218
New +$400K 0.03% 165
2014
Q2 		– Sell
-8,100
Closed -$252K – 82
2014
Q1 		$252K Sell
8,100
-3,826
-32% -$118K 0.04% 75
2013
Q4 		$374K Buy
+11,926
New +$355K 0.06% 61

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Aspiriant LLC's MS Position: Q3 2026 in Review

Aspiriant LLC reduced its Morgan Stanley (MS) stake by 0.77% in Q3 2026, selling an estimated $6.37K and leaving 3,870 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #209.

Aspiriant LLC first reported a position in MS in Q4 2013 and has held it in 25 quarters since. The position peaked at $815K in Q2 2026. 653 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Aspiriant LLC held 3,870 shares of Morgan Stanley worth $728K as of Q3 2026.
  • Aspiriant LLC sold 30 Morgan Stanley shares in Q3 2026, an estimated $6.37K.
  • Morgan Stanley made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #209 holding.
  • Aspiriant LLC first reported a position in Morgan Stanley in Q4 2013 and has held it in 25 quarters since.
  • Aspiriant LLC's Morgan Stanley position peaked at $815K in Q2 2026.
  • 653 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.