Guerra Pan Advisors’s Morgan Stanley MS Stock Holding History

Guerra Pan 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	$579K	Buy	3,245 +6	+0.2%	+$1.28K	0.33%	56
2026 Q2	$677K	Hold	3,239	–	–	0.38%	55
2026 Q1	$533K	Hold	3,239	–	–	0.33%	64
2025 Q4	$575K	Hold	3,239	–	–	0.34%	60
2025 Q3	$515K	Hold	3,239	–	–	0.31%	63
2025 Q2	$456K	Hold	3,239	–	–	0.3%	66
2025 Q1	$378K	Hold	3,239	–	–	0.3%	73
2024 Q4	$407K	Hold	3,239	–	–	0.29%	72
2024 Q3	$338K	Hold	3,239	–	–	0.27%	79
2024 Q2	$315K	Hold	3,239	–	–	0.26%	79
2024 Q1	$305K	Hold	3,239	–	–	0.28%	78
2023 Q4	$302K	Hold	3,239	–	–	0.29%	80
2023 Q3	$265K	Hold	3,239	–	–	0.31%	76
2023 Q2	$277K	Hold	3,239	–	–	0.31%	77
2023 Q1	$284K	Hold	3,239	–	–	0.36%	73
2022 Q4	$275K	Hold	3,239	–	–	0.38%	71
2022 Q3	$256K	Hold	3,239	–	–	0.37%	69
2022 Q2	$273K	Hold	3,239	–	–	0.34%	72
2022 Q1	$266K	Hold	3,239	–	–	0.32%	77
2021 Q4	$318K	Buy	+3,239	New	+$323K	0.32%	80

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Guerra Pan Advisors's MS Position: Q3 2026 in Review

Guerra Pan Advisors increased its Morgan Stanley (MS) stake by 0.19% in Q3 2026, buying an estimated $1.28K and bringing the position to 3,245 shares worth $579K. The position accounts for 0.33% of the portfolio, ranked #56.

Guerra Pan Advisors first reported a position in MS in Q4 2021 and has held it in 20 quarters since. The position peaked at $677K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Guerra Pan Advisors held 3,245 shares of Morgan Stanley worth $579K as of Q3 2026.
Guerra Pan Advisors bought 6 Morgan Stanley shares in Q3 2026, an estimated $1.28K.
Morgan Stanley made up 0.33% of Guerra Pan Advisors's portfolio in Q3 2026, its #56 holding.
Guerra Pan Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 20 quarters since.
Guerra Pan Advisors's Morgan Stanley position peaked at $677K in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Guerra Pan Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.