Cove Private Wealth
MS icon

Cove Private Wealth’s Morgan Stanley MS Stock Holding History

Cove Private Wealth’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 		$498K Buy
2,647
+21
+0.8% +$4.46K 0.09% 145
2026
Q2 		$549K Buy
2,626
+20
+0.8% +$3.96K 0.11% 140
2026
Q1 		$429K Hold
2,606
– – 0.1% 130
2025
Q4 		$463K Hold
2,606
– – 0.14% 113
2025
Q3 		$414K Hold
2,606
– – 0.13% 112
2025
Q2 		$367K Buy
+2,606
New +$320K 0.13% 121

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cove Private Wealth's MS Position: Q3 2026 in Review

Cove Private Wealth increased its Morgan Stanley (MS) stake by 0.8% in Q3 2026, buying an estimated $4.46K and bringing the position to 2,647 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #145.

Cove Private Wealth first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $549K in Q2 2026. 2,178 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cove Private Wealth held 2,647 shares of Morgan Stanley worth $498K as of Q3 2026.
  • Cove Private Wealth bought 21 Morgan Stanley shares in Q3 2026, an estimated $4.46K.
  • Morgan Stanley made up 0.09% of Cove Private Wealth's portfolio in Q3 2026, its #145 holding.
  • Cove Private Wealth first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's Morgan Stanley position peaked at $549K in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.