EWP
MS icon

Elevation Wealth Partners’s Morgan Stanley MS Stock Holding History

Elevation Wealth Partners’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 		$77.1K Buy
410
+122
+42% +$25.9K 0.02% 257
2026
Q2 		$60.2K Buy
288
+140
+95% +$27.7K 0.02% 266
2026
Q1 		$24.4K Buy
148
+23
+18% +$3.98K 0.01% 341
2025
Q4 		$22.2K Buy
125
+40
+47% +$6.67K 0.01% 347
2025
Q3 		$13.5K Buy
+85
New +$12.6K ﹤0.01% 368

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's MS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Morgan Stanley (MS) stake by 42% in Q3 2026, buying an estimated $25.9K and bringing the position to 410 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #257.

Elevation Wealth Partners first reported a position in MS in Q3 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Elevation Wealth Partners held 410 shares of Morgan Stanley worth $77.1K as of Q3 2026.
  • Elevation Wealth Partners bought 122 Morgan Stanley shares in Q3 2026, an estimated $25.9K.
  • Morgan Stanley made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #257 holding.
  • Elevation Wealth Partners first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.