Curated Wealth Partners
MS icon

Curated Wealth Partners’s Morgan Stanley MS Stock Holding History

Curated Wealth Partners’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 		$553K Buy
2,942
+1,218
+71% +$259K 0.05% 248
2026
Q2 		$360K Buy
+1,724
New +$341K 0.04% 145
2021
Q3 		– Sell
-3,198
Closed -$293K – 149
2021
Q2 		$293K Sell
3,198
-497
-13% -$42.6K 0.16% 114
2021
Q1 		$287K Sell
3,695
-519
-12% -$39.8K 0.18% 108
2020
Q4 		$289K Buy
+4,214
New +$242K 0.19% 106

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Swedbank
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Robeco Institutional Asset Management
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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Curated Wealth Partners's MS Position: Q3 2026 in Review

Curated Wealth Partners increased its Morgan Stanley (MS) stake by 71% in Q3 2026, buying an estimated $259K and bringing the position to 2,942 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #248.

Curated Wealth Partners first reported a position in MS in Q4 2020 and has held it in 5 quarters since. 1,183 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Curated Wealth Partners held 2,942 shares of Morgan Stanley worth $553K as of Q3 2026.
  • Curated Wealth Partners bought 1,218 Morgan Stanley shares in Q3 2026, an estimated $259K.
  • Morgan Stanley made up 0.05% of Curated Wealth Partners's portfolio in Q3 2026, its #248 holding.
  • Curated Wealth Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 5 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.