Crown Wealth Group
MS icon

Crown Wealth Group’s Morgan Stanley MS Stock Holding History

Crown Wealth 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 		$304K Buy
1,614
+82
+5% +$17.4K 0.08% 108
2026
Q2 		$320K Buy
1,532
+48
+3% +$9.5K 0.08% 107
2026
Q1 		$244K Buy
1,484
+115
+8% +$19.9K 0.07% 123
2025
Q4 		$243K Buy
1,369
+50
+4% +$8.34K 0.07% 119
2025
Q3 		$210K Buy
+1,319
New +$195K 0.06% 120

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Crown Wealth Group's MS Position: Q3 2026 in Review

Crown Wealth Group increased its Morgan Stanley (MS) stake by 5.4% in Q3 2026, buying an estimated $17.4K and bringing the position to 1,614 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #108.

Crown Wealth Group first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $320K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Crown Wealth Group held 1,614 shares of Morgan Stanley worth $304K as of Q3 2026.
  • Crown Wealth Group bought 82 Morgan Stanley shares in Q3 2026, an estimated $17.4K.
  • Morgan Stanley made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #108 holding.
  • Crown Wealth Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • Crown Wealth Group's Morgan Stanley position peaked at $320K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.