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Essential Partners’s Morgan Stanley MS Stock Holding History

Essential 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 		$51.9K Buy
276
+104
+60% +$22.1K 0.02% 601
2026
Q2 		$36K Buy
172
+29
+20% +$5.74K 0.02% 701
2026
Q1 		$23.6K Buy
143
+27
+23% +$4.67K 0.01% 864
2025
Q4 		$20.6K Buy
116
+43
+59% +$7.17K 0.01% 896
2025
Q3 		$11.6K Buy
73
+40
+121% +$5.91K ﹤0.01% 1108
2025
Q2 		$4.65K Buy
+33
New +$4.05K ﹤0.01% 1073

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Essential Partners's MS Position: Q3 2026 in Review

Essential Partners increased its Morgan Stanley (MS) stake by 60% in Q3 2026, buying an estimated $22.1K and bringing the position to 276 shares worth $51.9K. The position accounts for 0.02% of the portfolio, ranked #601.

Essential Partners first reported a position in MS in Q2 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Essential Partners held 276 shares of Morgan Stanley worth $51.9K as of Q3 2026.
  • Essential Partners bought 104 Morgan Stanley shares in Q3 2026, an estimated $22.1K.
  • Morgan Stanley made up 0.02% of Essential Partners's portfolio in Q3 2026, its #601 holding.
  • Essential Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.