Bellwether Advisors
MS icon

Bellwether Advisors’s Morgan Stanley MS Stock Holding History

Bellwether Advisors’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 		$4.89M Buy
+25,986
New +$5.52M 0.72% 38
2025
Q3 		– Sell
-43
Closed -$6.06K – 407
2025
Q2 		$6.06K Buy
+43
New +$5.28K ﹤0.01% 403
2022
Q4 		– Sell
-80
Closed -$6K – 521
2022
Q3 		$6K Buy
+80
New +$6.74K ﹤0.01% 310
2022
Q2 		– Sell
-5,437
Closed -$475K – 513
2022
Q1 		$475K Buy
5,437
+5,055
+1,323% +$488K 0.14% 106
2021
Q4 		$37K Buy
+382
New +$38.1K 0.01% 217

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

Bellwether Advisors's MS Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Morgan Stanley (MS) in Q3 2026: 25,986 shares worth $4.89M. The stake represents 0.72% of the portfolio and ranks #38 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in MS as recently as Q2 2025.

Bellwether Advisors first reported a position in MS in Q4 2021 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Bellwether Advisors held 25,986 shares of Morgan Stanley worth $4.89M as of Q3 2026.
  • Morgan Stanley was a new Bellwether Advisors position in Q3 2026.
  • Morgan Stanley made up 0.72% of Bellwether Advisors's portfolio in Q3 2026, its #38 holding.
  • Bellwether Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 5 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.