Highline Wealth Partners
MS icon

Highline Wealth Partners’s Morgan Stanley MS Stock Holding History

Highline Wealth 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 		$66.3K Buy
352
+112
+47% +$23.8K 0.01% 223
2026
Q2 		$50.3K Buy
240
+48
+25% +$9.5K 0.01% 229
2026
Q1 		$31.7K Sell
192
-68
-26% -$11.8K 0.01% 227
2025
Q4 		$46.2K Hold
260
– – 0.01% 141
2025
Q3 		$41.4K Buy
260
+69
+36% +$10.2K 0.01% 169
2025
Q2 		$27K Buy
191
+16
+9% +$1.96K 0.01% 182
2025
Q1 		$20.5K Buy
175
+42
+32% +$5.41K 0.01% 203
2024
Q4 		$16.8K Buy
133
+52
+64% +$6.4K 0.01% 194
2024
Q3 		$8.47K Sell
81
-24
-23% -$2.42K ﹤0.01% 278
2024
Q2 		$10.2K Buy
105
+101
+2,525% +$9.6K ﹤0.01% 219
2024
Q1 		$392 Hold
4
– – ﹤0.01% 407
2023
Q4 		$384 Sell
4
-202
-98% -$16.2K ﹤0.01% 381
2023
Q3 		$16.8K Buy
206
+2
+1% +$174 0.01% 158
2023
Q2 		$17.4K Hold
204
– – 0.01% 135
2023
Q1 		$17.9K Buy
204
+187
+1,100% +$17.5K 0.01% 135
2022
Q4 		$1.44K Buy
+17
New +$1.45K ﹤0.01% 244

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

Highline Wealth Partners's MS Position: Q3 2026 in Review

Highline Wealth Partners increased its Morgan Stanley (MS) stake by 47% in Q3 2026, buying an estimated $23.8K and bringing the position to 352 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #223.

Highline Wealth Partners first reported a position in MS in Q4 2022 and has held it in 16 quarters since. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Highline Wealth Partners held 352 shares of Morgan Stanley worth $66.3K as of Q3 2026.
  • Highline Wealth Partners bought 112 Morgan Stanley shares in Q3 2026, an estimated $23.8K.
  • Morgan Stanley made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #223 holding.
  • Highline Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.