Ballast Inc
MS icon

Ballast Inc’s Morgan Stanley MS Stock Holding History

Ballast Inc’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 		$235K Buy
1,248
+18
+1% +$3.82K 0.04% 150
2026
Q2 		$257K Buy
+1,230
New +$244K 0.05% 139

Other funds holding MS

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Geode Capital Management
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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

Ballast Inc's MS Position: Q3 2026 in Review

Ballast Inc increased its Morgan Stanley (MS) stake by 1.5% in Q3 2026, buying an estimated $3.82K and bringing the position to 1,248 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #150.

Ballast Inc first reported a position in MS in Q2 2026 and has held it in 2 quarters since. The position peaked at $257K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Ballast Inc held 1,248 shares of Morgan Stanley worth $235K as of Q3 2026.
  • Ballast Inc bought 18 Morgan Stanley shares in Q3 2026, an estimated $3.82K.
  • Morgan Stanley made up 0.04% of Ballast Inc's portfolio in Q3 2026, its #150 holding.
  • Ballast Inc first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • Ballast Inc's Morgan Stanley position peaked at $257K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Ballast Inc's 13F filing for Q3 2026, filed 20 Oct 2026.