Diversified Enterprises
MS icon

Diversified Enterprises’s Morgan Stanley MS Stock Holding History

Diversified Enterprises’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 		$965K Buy
5,131
+398
+8% +$84.6K 0.04% 177
2026
Q2 		$989K Buy
4,733
+118
+3% +$23.4K 0.05% 165
2026
Q1 		$760K Sell
4,615
-244
-5% -$42.2K 0.04% 184
2025
Q4 		$863K Buy
4,859
+1,622
+50% +$271K 0.05% 148
2025
Q3 		$515K Buy
3,237
+119
+4% +$17.6K 0.03% 163
2025
Q2 		$439K Sell
3,118
-82
-3% -$10.1K 0.03% 177
2025
Q1 		$373K Buy
3,200
+243
+8% +$31.3K 0.03% 192
2024
Q4 		$372K Buy
2,957
+217
+8% +$26.7K 0.04% 157
2024
Q3 		$286K Buy
+2,740
New +$276K 0.03% 184

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Diversified Enterprises's MS Position: Q3 2026 in Review

Diversified Enterprises increased its Morgan Stanley (MS) stake by 8.4% in Q3 2026, buying an estimated $84.6K and bringing the position to 5,131 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #177.

Diversified Enterprises first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $989K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Diversified Enterprises held 5,131 shares of Morgan Stanley worth $965K as of Q3 2026.
  • Diversified Enterprises bought 398 Morgan Stanley shares in Q3 2026, an estimated $84.6K.
  • Morgan Stanley made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #177 holding.
  • Diversified Enterprises first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
  • Diversified Enterprises's Morgan Stanley position peaked at $989K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.