Darden Wealth Group
MS icon

Darden Wealth Group’s Morgan Stanley MS Stock Holding History

Darden 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 		$465K Buy
2,474
+7
+0.3% +$1.49K 0.19% 96
2026
Q2 		$516K Buy
2,467
+117
+5% +$23.2K 0.2% 95
2026
Q1 		$387K Hold
2,350
– – 0.2% 96
2025
Q4 		$417K Hold
2,350
– – 0.2% 93
2025
Q3 		$374K Sell
2,350
-46
-2% -$6.79K 0.2% 96
2025
Q2 		$338K Hold
2,396
– – 0.2% 98
2025
Q1 		$280K Hold
2,396
– – 0.22% 87
2024
Q4 		$301K Hold
2,396
– – 0.2% 85
2024
Q3 		$250K Hold
2,396
– – 0.18% 90
2024
Q2 		$233K Hold
2,396
– – 0.14% 92
2024
Q1 		$226K Hold
2,396
– – 0.18% 95
2023
Q4 		$223K Buy
+2,396
New +$192K 0.21% 87

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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

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

Darden Wealth Group increased its Morgan Stanley (MS) stake by 0.28% in Q3 2026, buying an estimated $1.49K and bringing the position to 2,474 shares worth $465K. The position accounts for 0.19% of the portfolio, ranked #96.

Darden Wealth Group first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $516K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Darden Wealth Group held 2,474 shares of Morgan Stanley worth $465K as of Q3 2026.
  • Darden Wealth Group bought 7 Morgan Stanley shares in Q3 2026, an estimated $1.49K.
  • Morgan Stanley made up 0.19% of Darden Wealth Group's portfolio in Q3 2026, its #96 holding.
  • Darden Wealth Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Darden Wealth Group's Morgan Stanley position peaked at $516K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.