Cedar Mountain Advisors
MS icon

Cedar Mountain Advisors’s Morgan Stanley MS Stock Holding History

Cedar Mountain 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 		$156K Sell
827
-5
-0.6% -$1.06K 0.03% 83
2026
Q2 		$174K Buy
832
+702
+540% +$139K 0.03% 79
2026
Q1 		$21.4K Sell
130
-841
-87% -$146K ﹤0.01% 281
2025
Q4 		$172K Buy
971
+4
+0.4% +$667 0.03% 68
2025
Q3 		$154K Buy
967
+113
+13% +$16.7K 0.03% 69
2025
Q2 		$120K Buy
854
+5
+0.6% +$614 0.03% 70
2025
Q1 		$99.1K Sell
849
-8
-0.9% -$1.03K 0.02% 70
2024
Q4 		$108K Sell
857
-28
-3% -$3.45K 0.02% 68
2024
Q3 		$92.3K Buy
885
+6
+0.7% +$604 0.02% 67
2024
Q2 		$85.5K Buy
879
+5
+0.6% +$476 0.02% 58
2024
Q1 		$82.3K Buy
874
+6
+0.7% +$528 0.02% 59
2023
Q4 		$80.9K Sell
868
-119
-12% -$9.5K 0.02% 58
2023
Q3 		$80.6K Buy
987
+6
+0.6% +$521 0.02% 61
2023
Q2 		$83.7K Buy
981
+6
+0.6% +$513 0.02% 60
2023
Q1 		$85.6K Buy
975
+5
+0.5% +$467 0.03% 57
2022
Q4 		$82.5K Buy
970
+6
+0.6% +$511 0.03% 55
2022
Q3 		$76K Buy
964
+5
+0.5% +$421 0.03% 59
2022
Q2 		$73K Buy
959
+5
+0.5% +$410 0.03% 59
2022
Q1 		$83K Buy
954
+65
+7% +$6.27K 0.02% 62
2021
Q4 		$87K Buy
889
+4
+0.5% +$398 0.03% 60
2021
Q3 		$86K Buy
885
+130
+17% +$12.9K 0.03% 58
2021
Q2 		$69K Buy
755
+2
+0.3% +$171 0.02% 63
2021
Q1 		$59K Buy
753
+2
+0.3% +$153 0.02% 63
2020
Q4 		$51K Buy
751
+4
+0.5% +$230 0.02% 71
2020
Q3 		$36K Buy
747
+4
+0.5% +$202 0.01% 79
2020
Q2 		$36K Buy
743
+87
+13% +$3.65K 0.02% 78
2020
Q1 		$22K Buy
+656
New +$30.9K 0.01% 85

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Hamlin Capital Management
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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

Cedar Mountain Advisors's MS Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Morgan Stanley (MS) stake by 0.6% in Q3 2026, selling an estimated $1.06K and leaving 827 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #83.

Cedar Mountain Advisors first reported a position in MS in Q1 2020 and has held it in 27 quarters since. The position peaked at $174K in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cedar Mountain Advisors held 827 shares of Morgan Stanley worth $156K as of Q3 2026.
  • Cedar Mountain Advisors sold 5 Morgan Stanley shares in Q3 2026, an estimated $1.06K.
  • Morgan Stanley made up 0.03% of Cedar Mountain Advisors's portfolio in Q3 2026, its #83 holding.
  • Cedar Mountain Advisors first reported a position in Morgan Stanley in Q1 2020 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Morgan Stanley position peaked at $174K in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.