Frederick Financial Consultants’s Morgan Stanley MS Stock Holding History

Frederick Financial Consultants’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	$284K	Sell	1,511 -404	-21%	-$85.8K	0.12%	94
2026 Q2	$400K	Sell	1,915 -8	-0.4%	-$1.58K	0.17%	71
2026 Q1	$316K	Buy	1,923 +60	+3%	+$10.4K	0.16%	76
2025 Q4	$331K	Buy	1,863 +12	+0.6%	+$2K	0.18%	71
2025 Q3	$294K	Buy	1,851 +68	+4%	+$10K	0.17%	74
2025 Q2	$251K	Buy	+1,783	New	+$219K	0.16%	86

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Frederick Financial Consultants's MS Position: Q3 2026 in Review

Frederick Financial Consultants reduced its Morgan Stanley (MS) stake by 21% in Q3 2026, selling an estimated $85.8K and leaving 1,511 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #94.

Frederick Financial Consultants first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $400K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Frederick Financial Consultants held 1,511 shares of Morgan Stanley worth $284K as of Q3 2026.
Frederick Financial Consultants sold 404 Morgan Stanley shares in Q3 2026, an estimated $85.8K.
Morgan Stanley made up 0.12% of Frederick Financial Consultants's portfolio in Q3 2026, its #94 holding.
Frederick Financial Consultants first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
Frederick Financial Consultants's Morgan Stanley position peaked at $400K in Q2 2026.
1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.