Herold Advisors
MS icon

Herold Advisors’s Morgan Stanley MS Stock Holding History

Herold 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 		$1.49M Sell
7,903
-329
-4% -$69.9K 0.29% 85
2026
Q2 		$1.72M Buy
8,232
+64
+0.8% +$12.7K 0.34% 80
2026
Q1 		$1.34M Buy
8,168
+1
+0% +$173 0.3% 87
2025
Q4 		$1.45M Sell
8,167
-48
-0.6% -$8.01K 0.32% 83
2025
Q3 		$1.31M Sell
8,215
-357
-4% -$52.7K 0.3% 87
2025
Q2 		$1.21M Buy
8,572
+510
+6% +$62.6K 0.25% 103
2025
Q1 		$941K Sell
8,062
-259
-3% -$33.4K 0.21% 120
2024
Q4 		$1.05M Buy
8,321
+468
+6% +$57.6K 0.23% 114
2024
Q3 		$819K Buy
7,853
+327
+4% +$32.9K 0.18% 147
2024
Q2 		$731K Buy
7,526
+2
+0% +$190 0.17% 148
2024
Q1 		$708K Buy
7,524
+291
+4% +$25.6K 0.17% 147
2023
Q4 		$675K Buy
7,233
+2
+0% +$160 0.19% 134
2023
Q3 		$591K Buy
7,231
+3,447
+91% +$299K 0.18% 138
2023
Q2 		$323K Buy
3,784
+2
+0.1% +$171 0.1% 192
2023
Q1 		$332K Sell
3,782
-858
-18% -$80.1K 0.11% 173
2022
Q4 		$395K Buy
4,640
+702
+18% +$59.8K 0.17% 134
2022
Q3 		$311K Buy
3,938
+2
+0.1% +$169 0.15% 147
2022
Q2 		$299K Buy
3,936
+1,011
+35% +$82.8K 0.13% 156
2022
Q1 		$256K Buy
+2,925
New +$282K 0.09% 179
2021
Q4 		– Sell
-250
Closed -$24K – 471
2021
Q3 		$24K Buy
+250
New +$24.8K 0.01% 492

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Herold Advisors's MS Position: Q3 2026 in Review

Herold Advisors reduced its Morgan Stanley (MS) stake by 4% in Q3 2026, selling an estimated $69.9K and leaving 7,903 shares worth $1.49M. The position accounts for 0.29% of the portfolio, ranked #85.

Herold Advisors first reported a position in MS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.72M in Q2 2026. 599 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Herold Advisors held 7,903 shares of Morgan Stanley worth $1.49M as of Q3 2026.
  • Herold Advisors sold 329 Morgan Stanley shares in Q3 2026, an estimated $69.9K.
  • Morgan Stanley made up 0.29% of Herold Advisors's portfolio in Q3 2026, its #85 holding.
  • Herold Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Morgan Stanley position peaked at $1.72M in Q2 2026.
  • 599 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.