Centurion Wealth Management’s Morgan Stanley MS Stock Holding History

Centurion 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	$213K	Buy	1,134 +6	+0.5%	+$1.28K	0.05%	265
2026 Q2	$236K	Sell	1,128 -517	-31%	-$102K	0.06%	258
2026 Q1	$271K	Sell	1,645 -41	-2%	-$7.1K	0.06%	254
2025 Q4	$299K	Buy	1,686 +17	+1%	+$2.84K	0.07%	236
2025 Q3	$265K	Sell	1,669 -21	-1%	-$3.1K	0.06%	245
2025 Q2	$238K	Buy	1,690 +37	+2%	+$4.54K	0.07%	204
2025 Q1	$208K	Hold	1,653	–	–	0.07%	204
2024 Q4	$208K	Buy	+1,653	New	+$204K	0.07%	204
2024 Q1	$207K	Buy	+2,194	New	+$193K	0.08%	179

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

Centurion Wealth Management increased its Morgan Stanley (MS) stake by 0.53% in Q3 2026, buying an estimated $1.28K and bringing the position to 1,134 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #265.

Centurion Wealth Management first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $299K in Q4 2025. 583 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Centurion Wealth Management held 1,134 shares of Morgan Stanley worth $213K as of Q3 2026.
Centurion Wealth Management bought 6 Morgan Stanley shares in Q3 2026, an estimated $1.28K.
Morgan Stanley made up 0.05% of Centurion Wealth Management's portfolio in Q3 2026, its #265 holding.
Centurion Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Centurion Wealth Management's Morgan Stanley position peaked at $299K in Q4 2025.
583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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