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Compton Wealth Advisory Group’s Morgan Stanley MS Stock Holding History

Compton Wealth Advisory Group’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 		$2.96M Buy
15,718
+20
+0.1% +$4.25K 0.6% 32
2026
Q2 		$3.33M Sell
15,698
-134
-0.8% -$26.5K 0.67% 31
2026
Q1 		$2.63M Buy
15,832
+1,956
+14% +$339K 0.59% 35
2025
Q4 		$2.46M Sell
13,876
-249
-2% -$41.5K 0.54% 40
2025
Q3 		$2.25M Buy
14,125
+5
+0% +$738 0.52% 37
2025
Q2 		$1.99M Buy
14,120
+708
+5% +$87K 0.5% 37
2025
Q1 		$1.56M Buy
13,412
+319
+2% +$41.1K 0.43% 43
2024
Q4 		$1.65M Buy
13,093
+842
+7% +$104K 0.42% 47
2024
Q3 		$1.28M Buy
12,251
+699
+6% +$70.4K 0.32% 55
2024
Q2 		$1.12M Sell
11,552
-242
-2% -$23K 0.3% 55
2024
Q1 		$1.11M Buy
11,794
+173
+1% +$15.2K 0.3% 56
2023
Q4 		$1.08M Buy
11,621
+306
+3% +$24.5K 0.34% 50
2023
Q3 		$924K Buy
11,315
+455
+4% +$39.5K 0.32% 54
2023
Q2 		$927K Buy
10,860
+147
+1% +$12.6K 0.31% 54
2023
Q1 		$941K Buy
10,713
+2,226
+26% +$208K 0.33% 56
2022
Q4 		$722K Sell
8,487
-6,009
-41% -$512K 0.28% 59
2022
Q3 		$1.14M Buy
14,496
+283
+2% +$23.9K 0.49% 45
2022
Q2 		$1.08M Buy
14,213
+468
+3% +$38.3K 0.47% 47
2022
Q1 		$1.2M Buy
13,745
+990
+8% +$95.5K 0.46% 49
2021
Q4 		$1.25M Buy
+12,755
New +$1.27M 0.54% 45

Other funds holding MS

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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Compton Wealth Advisory Group's MS Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its Morgan Stanley (MS) stake by 0.13% in Q3 2026, buying an estimated $4.25K and bringing the position to 15,718 shares worth $2.96M. The position accounts for 0.6% of the portfolio, ranked #32.

Compton Wealth Advisory Group first reported a position in MS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.33M in Q2 2026. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Compton Wealth Advisory Group held 15,718 shares of Morgan Stanley worth $2.96M as of Q3 2026.
  • Compton Wealth Advisory Group bought 20 Morgan Stanley shares in Q3 2026, an estimated $4.25K.
  • Morgan Stanley made up 0.6% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #32 holding.
  • Compton Wealth Advisory Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 20 quarters since.
  • Compton Wealth Advisory Group's Morgan Stanley position peaked at $3.33M in Q2 2026.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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