Darwin Wealth Management
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Darwin Wealth Management’s Morgan Stanley MS Stock Holding History

Darwin Wealth Management’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 		$50.3K Buy
267
+175
+190% +$37.2K 0.01% 314
2026
Q2 		$19.4K Buy
92
+1
+1% +$198 0.01% 329
2026
Q1 		$15.1K Hold
91
– – ﹤0.01% 333
2025
Q4 		$16.2K Hold
91
– – 0.01% 331
2025
Q3 		$14.5K Buy
91
+1
+1% +$148 ﹤0.01% 334
2025
Q2 		$12.8K Hold
90
– – ﹤0.01% 331
2025
Q1 		$11.3K Hold
90
– – ﹤0.01% 365
2024
Q4 		$11.3K Buy
90
+51
+131% +$6.28K ﹤0.01% 365
2024
Q3 		$4.06K Buy
+39
New +$3.93K ﹤0.01% 465
2020
Q2 		– Sell
-226
Closed -$7K – 521
2020
Q1 		$7K Buy
+226
New +$10.6K ﹤0.01% 553

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

Darwin Wealth Management's MS Position: Q3 2026 in Review

Darwin Wealth Management increased its Morgan Stanley (MS) stake by 190% in Q3 2026, buying an estimated $37.2K and bringing the position to 267 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #314.

Darwin Wealth Management first reported a position in MS in Q1 2020 and has held it in 10 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Darwin Wealth Management held 267 shares of Morgan Stanley worth $50.3K as of Q3 2026.
  • Darwin Wealth Management bought 175 Morgan Stanley shares in Q3 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #314 holding.
  • Darwin Wealth Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 10 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.