Guardian Partners
MS icon

Guardian Partners’s Morgan Stanley MS Stock Holding History

Guardian 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 		$1.14M Hold
6,059
– – 0.1% 114
2026
Q2 		$1.27M Sell
6,059
-150
-2% -$29.7K 0.11% 97
2026
Q1 		$1.02M Hold
6,209
– – 0.09% 118
2025
Q4 		$1.12M Buy
+6,209
New +$1.04M 0.09% 125

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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Guardian Partners's MS Position: Q3 2026 in Review

Guardian Partners held its Morgan Stanley (MS) position steady in Q3 2026 at 6,059 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #114.

Guardian Partners first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Guardian Partners held 6,059 shares of Morgan Stanley worth $1.14M as of Q3 2026.
  • Guardian Partners left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.1% of Guardian Partners's portfolio in Q3 2026, its #114 holding.
  • Guardian Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Guardian Partners's Morgan Stanley position peaked at $1.27M in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.