Balance Wealth’s Morgan Stanley MS Stock Holding History

Balance Wealth’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	$128K	Buy	+678	New	+$144K	0.03%	213

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Balance Wealth's MS Position: Q3 2026 in Review

Balance Wealth opened a new position in Morgan Stanley (MS) in Q3 2026: 678 shares worth $128K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings.

1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Balance Wealth held 678 shares of Morgan Stanley worth $128K as of Q3 2026.
Morgan Stanley was a new Balance Wealth position in Q3 2026.
Morgan Stanley made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #213 holding.
1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.