Discipline Wealth Solutions
MS icon

Discipline Wealth Solutions’s Morgan Stanley MS Stock Holding History

Discipline Wealth Solutions’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 		$352K Hold
1,874
– – 0.03% 149
2026
Q2 		$392K Hold
1,874
– – 0.03% 142
2026
Q1 		$308K Buy
+1,874
New +$324K 0.03% 148

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Discipline Wealth Solutions's MS Position: Q3 2026 in Review

Discipline Wealth Solutions held its Morgan Stanley (MS) position steady in Q3 2026 at 1,874 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #149.

Discipline Wealth Solutions first reported a position in MS in Q1 2026 and has held it in 3 quarters since. The position peaked at $392K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Discipline Wealth Solutions held 1,874 shares of Morgan Stanley worth $352K as of Q3 2026.
  • Discipline Wealth Solutions left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #149 holding.
  • Discipline Wealth Solutions first reported a position in Morgan Stanley in Q1 2026 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Morgan Stanley position peaked at $392K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.