Genesee Capital Advisors
MS icon

Genesee Capital Advisors’s Morgan Stanley MS Stock Holding History

Genesee Capital 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 		$1.46M Buy
7,783
+323
+4% +$68.6K 0.46% 45
2026
Q2 		$1.56M Buy
7,460
+903
+14% +$179K 0.49% 41
2026
Q1 		$1.08M Sell
6,557
-285
-4% -$49.3K 0.45% 51
2025
Q4 		$1.21M Sell
6,842
-1,423
-17% -$237K 0.49% 49
2025
Q3 		$1.31M Buy
8,265
+54
+0.7% +$7.97K 0.57% 48
2025
Q2 		$1.16M Buy
8,211
+121
+1% +$14.9K 0.52% 51
2025
Q1 		$944K Buy
8,090
+507
+7% +$65.3K 0.47% 49
2024
Q4 		$953K Sell
7,583
-178
-2% -$21.9K 0.44% 52
2024
Q3 		$809K Sell
7,761
-268
-3% -$27K 0.39% 57
2024
Q2 		$780K Buy
+8,029
New +$764K 0.38% 59

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Genesee Capital Advisors's MS Position: Q3 2026 in Review

Genesee Capital Advisors increased its Morgan Stanley (MS) stake by 4.3% in Q3 2026, buying an estimated $68.6K and bringing the position to 7,783 shares worth $1.46M. The position accounts for 0.46% of the portfolio, ranked #45.

Genesee Capital Advisors first reported a position in MS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Genesee Capital Advisors held 7,783 shares of Morgan Stanley worth $1.46M as of Q3 2026.
  • Genesee Capital Advisors bought 323 Morgan Stanley shares in Q3 2026, an estimated $68.6K.
  • Morgan Stanley made up 0.46% of Genesee Capital Advisors's portfolio in Q3 2026, its #45 holding.
  • Genesee Capital Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 10 quarters since.
  • Genesee Capital Advisors's Morgan Stanley position peaked at $1.56M in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.