BWM
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BigSur Wealth Management’s Morgan Stanley MS Stock Holding History

BigSur Wealth Management’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 		$462K Buy
+2,459
New +$522K 0.11% 126

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

BigSur Wealth Management's MS Position: Q3 2026 in Review

BigSur Wealth Management opened a new position in Morgan Stanley (MS) in Q3 2026: 2,459 shares worth $462K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings.

216 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • BigSur Wealth Management held 2,459 shares of Morgan Stanley worth $462K as of Q3 2026.
  • Morgan Stanley was a new BigSur Wealth Management position in Q3 2026.
  • Morgan Stanley made up 0.11% of BigSur Wealth Management's portfolio in Q3 2026, its #126 holding.
  • 216 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.