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Centennial Wealth Advisory’s Morgan Stanley MS Stock Holding History

Centennial Wealth Advisory’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 		$204K Buy
1,084
+89
+9% +$18.9K 0.04% 189
2026
Q2 		$208K Buy
+995
New +$197K 0.04% 178

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

Centennial Wealth Advisory's MS Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Morgan Stanley (MS) stake by 8.9% in Q3 2026, buying an estimated $18.9K and bringing the position to 1,084 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #189.

Centennial Wealth Advisory first reported a position in MS in Q2 2026 and has held it in 2 quarters since. The position peaked at $208K in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Centennial Wealth Advisory held 1,084 shares of Morgan Stanley worth $204K as of Q3 2026.
  • Centennial Wealth Advisory bought 89 Morgan Stanley shares in Q3 2026, an estimated $18.9K.
  • Morgan Stanley made up 0.04% of Centennial Wealth Advisory's portfolio in Q3 2026, its #189 holding.
  • Centennial Wealth Advisory first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • Centennial Wealth Advisory's Morgan Stanley position peaked at $208K in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.