Ethos Capital Management
MS icon

Ethos Capital Management’s Morgan Stanley MS Stock Holding History

Ethos Capital Management’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 		$1.96M Buy
10,399
+1,513
+17% +$321K 1.3% 26
2026
Q2 		$1.86M Buy
+8,886
New +$1.76M 1.32% 25

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Bank of New York Mellon
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Amundi
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UBS Group
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Dimensional Fund Advisors
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Bank of Montreal
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Nuveen
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Ethos Capital Management's MS Position: Q3 2026 in Review

Ethos Capital Management increased its Morgan Stanley (MS) stake by 17% in Q3 2026, buying an estimated $321K and bringing the position to 10,399 shares worth $1.96M. The position accounts for 1.3% of the portfolio, ranked #26.

Ethos Capital Management first reported a position in MS in Q2 2026 and has held it in 2 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Ethos Capital Management held 10,399 shares of Morgan Stanley worth $1.96M as of Q3 2026.
  • Ethos Capital Management bought 1,513 Morgan Stanley shares in Q3 2026, an estimated $321K.
  • Morgan Stanley made up 1.3% of Ethos Capital Management's portfolio in Q3 2026, its #26 holding.
  • Ethos Capital Management first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.