DecisionPoint Financial’s Morgan Stanley MS Stock Holding History

DecisionPoint Financial’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	$4.7K	Buy	25 +3	+14%	+$637	﹤0.01%	287
2026 Q2	$4.66K	Buy	22 +10	+83%	+$1.98K	﹤0.01%	241
2026 Q1	$1.98K	Hold	12	–	–	﹤0.01%	278
2025 Q4	$2.13K	Hold	12	–	–	﹤0.01%	325
2025 Q3	$1.88K	Hold	12	–	–	﹤0.01%	246
2025 Q2	$1.69K	Buy	+12	New	+$1.47K	﹤0.01%	248
2023 Q2	–	Sell	-5	Closed	-$439	–	208
2023 Q1	$439	Hold	5	–	–	﹤0.01%	187
2022 Q4	$426	Buy	+5	New	+$426	﹤0.01%	169

Other funds holding MS

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DecisionPoint Financial's MS Position: Q3 2026 in Review

DecisionPoint Financial increased its Morgan Stanley (MS) stake by 14% in Q3 2026, buying an estimated $637 and bringing the position to 25 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

DecisionPoint Financial first reported a position in MS in Q4 2022 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold MS as of Q3 2026.

DecisionPoint Financial held 25 shares of Morgan Stanley worth $4.7K as of Q3 2026.
DecisionPoint Financial bought 3 Morgan Stanley shares in Q3 2026, an estimated $637.
Morgan Stanley made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #287 holding.
DecisionPoint Financial first reported a position in Morgan Stanley in Q4 2022 and has held it in 8 quarters since.
989 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.