Commonwealth Financial Services
MS icon

Commonwealth Financial Services’s Morgan Stanley MS Stock Holding History

Commonwealth Financial Services’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 		$416K Buy
2,210
+235
+12% +$49.9K 0.07% 134
2026
Q2 		$413K Buy
1,975
+20
+1% +$3.96K 0.06% 169
2026
Q1 		$322K Buy
1,955
+543
+38% +$94K 0.05% 173
2025
Q4 		$251K Buy
1,412
+25
+2% +$4.17K 0.04% 194
2025
Q3 		$220K Buy
+1,387
New +$205K 0.04% 207

Other funds holding MS

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KBC Group
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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Commonwealth Financial Services's MS Position: Q3 2026 in Review

Commonwealth Financial Services increased its Morgan Stanley (MS) stake by 12% in Q3 2026, buying an estimated $49.9K and bringing the position to 2,210 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #134.

Commonwealth Financial Services first reported a position in MS in Q3 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Commonwealth Financial Services held 2,210 shares of Morgan Stanley worth $416K as of Q3 2026.
  • Commonwealth Financial Services bought 235 Morgan Stanley shares in Q3 2026, an estimated $49.9K.
  • Morgan Stanley made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #134 holding.
  • Commonwealth Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.