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Colton Groome Financial Advisors’s Morgan Stanley MS Stock Holding History

Colton Groome Financial 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 		– Sell
-1,025
Closed -$214K – 168
2026
Q2 		$214K Buy
+1,025
New +$203K 0.05% 159

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Colton Groome Financial Advisors's MS Position: Q3 2026 in Review

Colton Groome Financial Advisors sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,025 shares — an estimated $214K sold.

Colton Groome Financial Advisors first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 81 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Colton Groome Financial Advisors reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 1,025 Morgan Stanley shares in Q3 2026, an estimated $214K.
  • Colton Groome Financial Advisors first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
  • Colton Groome Financial Advisors's Morgan Stanley position peaked at $214K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.