FFA
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Farther Finance Advisors’s Morgan Stanley MS Stock Holding History

Farther Finance 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 		$7.04M Buy
37,447
+6,662
+22% +$1.42M 0.05% 345
2026
Q2 		$6.44M Buy
30,785
+1,547
+5% +$306K 0.05% 331
2026
Q1 		$4.86M Sell
29,238
-506
-2% -$87.6K 0.05% 356
2025
Q4 		$5.28M Buy
29,744
+8,512
+40% +$1.42M 0.06% 296
2025
Q3 		$3.38M Buy
21,232
+4,230
+25% +$625K 0.05% 308
2025
Q2 		$2.39M Buy
17,002
+5,090
+43% +$625K 0.05% 318
2025
Q1 		$1.38M Buy
11,912
+2,989
+33% +$385K 0.04% 397
2024
Q4 		$1.12M Sell
8,923
-4,726
-35% -$582K 0.04% 339
2024
Q3 		$1.42M Sell
13,649
-1,345
-9% -$135K 0.05% 262
2024
Q2 		$1.49M Buy
14,994
+4,697
+46% +$447K 0.07% 216
2024
Q1 		$963K Buy
10,297
+890
+9% +$78.4K 0.06% 261
2023
Q4 		$877K Buy
9,407
+5,681
+152% +$454K 0.06% 254
2023
Q3 		$304K Sell
3,726
-943
-20% -$81.9K 0.05% 289
2023
Q2 		$399K Buy
4,669
+1,884
+68% +$161K 0.09% 189
2023
Q1 		$245K Buy
2,785
+1,601
+135% +$149K 0.07% 237
2022
Q4 		$101K Buy
+1,184
New +$101K 0.04% 329

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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

Farther Finance Advisors's MS Position: Q3 2026 in Review

Farther Finance Advisors increased its Morgan Stanley (MS) stake by 22% in Q3 2026, buying an estimated $1.42M and bringing the position to 37,447 shares worth $7.04M. The position accounts for 0.05% of the portfolio, ranked #345.

Farther Finance Advisors first reported a position in MS in Q4 2022 and has held it in 16 quarters since. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Farther Finance Advisors held 37,447 shares of Morgan Stanley worth $7.04M as of Q3 2026.
  • Farther Finance Advisors bought 6,662 Morgan Stanley shares in Q3 2026, an estimated $1.42M.
  • Morgan Stanley made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #345 holding.
  • Farther Finance Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • 123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.