Balboa Wealth Partners
MS icon

Balboa Wealth Partners’s Morgan Stanley MS Stock Holding History

Balboa Wealth 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 		$750K Sell
3,986
-26
-0.6% -$5.52K 0.1% 170
2026
Q2 		$839K Buy
4,012
+657
+20% +$130K 0.11% 150
2026
Q1 		$552K Buy
3,355
+174
+5% +$30.1K 0.09% 183
2025
Q4 		$565K Buy
3,181
+59
+2% +$9.8K 0.09% 176
2025
Q3 		$496K Buy
3,122
+310
+11% +$45.8K 0.09% 182
2025
Q2 		$396K Sell
2,812
-124
-4% -$15.2K 0.08% 195
2025
Q1 		$343K Sell
2,936
-865
-23% -$111K 0.08% 175
2024
Q4 		$478K Buy
+3,801
New +$468K 0.11% 146
2024
Q3 		– Sell
-2,946
Closed -$286K – 361
2024
Q2 		$286K Buy
+2,946
New +$280K 0.08% 199

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Balboa Wealth Partners's MS Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Morgan Stanley (MS) stake by 0.65% in Q3 2026, selling an estimated $5.52K and leaving 3,986 shares worth $750K. The position accounts for 0.1% of the portfolio, ranked #170.

Balboa Wealth Partners first reported a position in MS in Q2 2024 and has held it in 9 quarters since. The position peaked at $839K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Balboa Wealth Partners held 3,986 shares of Morgan Stanley worth $750K as of Q3 2026.
  • Balboa Wealth Partners sold 26 Morgan Stanley shares in Q3 2026, an estimated $5.52K.
  • Morgan Stanley made up 0.1% of Balboa Wealth Partners's portfolio in Q3 2026, its #170 holding.
  • Balboa Wealth Partners first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • Balboa Wealth Partners's Morgan Stanley position peaked at $839K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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