Elevated Capital Advisors
MS icon

Elevated Capital Advisors’s Morgan Stanley MS Stock Holding History

Elevated Capital Advisors’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 		$42.9K Sell
228
-1,140
-83% -$242K 0.01% 310
2026
Q2 		$286K Sell
1,368
-945
-41% -$187K 0.08% 219
2026
Q1 		$381K Buy
2,313
+2,125
+1,130% +$368K 0.1% 203
2025
Q4 		$33.3K Buy
+188
New +$31.4K 0.01% 367

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Elevated Capital Advisors's MS Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Morgan Stanley (MS) stake by 83% in Q3 2026, selling an estimated $242K and leaving 228 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #310.

Elevated Capital Advisors first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $381K in Q1 2026. 1,743 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Elevated Capital Advisors held 228 shares of Morgan Stanley worth $42.9K as of Q3 2026.
  • Elevated Capital Advisors sold 1,140 Morgan Stanley shares in Q3 2026, an estimated $242K.
  • Morgan Stanley made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #310 holding.
  • Elevated Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Morgan Stanley position peaked at $381K in Q1 2026.
  • 1,743 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.