Cache Advisors
MS icon

Cache Advisors’s Morgan Stanley MS Stock Holding History

Cache 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 		$2.57M Buy
13,666
+3,769
+38% +$801K 0.16% 48
2026
Q2 		$2.07M Buy
9,897
+6,535
+194% +$1.29M 0.18% 54
2026
Q1 		$553K Hold
3,362
– – 0.06% 79
2025
Q4 		$597K Buy
+3,362
New +$561K 0.07% 73

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Cache Advisors's MS Position: Q3 2026 in Review

Cache Advisors increased its Morgan Stanley (MS) stake by 38% in Q3 2026, buying an estimated $801K and bringing the position to 13,666 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #48.

Cache Advisors first reported a position in MS in Q4 2025 and has held it in 4 quarters since. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cache Advisors held 13,666 shares of Morgan Stanley worth $2.57M as of Q3 2026.
  • Cache Advisors bought 3,769 Morgan Stanley shares in Q3 2026, an estimated $801K.
  • Morgan Stanley made up 0.16% of Cache Advisors's portfolio in Q3 2026, its #48 holding.
  • Cache Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.