Holos Integrated Wealth
MS icon

Holos Integrated Wealth’s Morgan Stanley MS Stock Holding History

Holos Integrated Wealth’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 		$10K Hold
56
– – ﹤0.01% 273
2026
Q2 		$12.4K Hold
56
– – 0.01% 250
2026
Q1 		$9.43K Hold
56
– – ﹤0.01% 264
2025
Q4 		$10.2K Hold
56
– – 0.01% 203
2025
Q3 		$8.5K Hold
56
– – 0.01% 201
2025
Q2 		$8.02K Hold
56
– – ﹤0.01% 202
2025
Q1 		$6.53K Hold
56
– – ﹤0.01% 214
2024
Q4 		$7.04K Buy
+56
New +$6.9K ﹤0.01% 214

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Holos Integrated Wealth's MS Position: Q3 2026 in Review

Holos Integrated Wealth held its Morgan Stanley (MS) position steady in Q3 2026 at 56 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Holos Integrated Wealth first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Holos Integrated Wealth held 56 shares of Morgan Stanley worth $10K as of Q3 2026.
  • Holos Integrated Wealth left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #273 holding.
  • Holos Integrated Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Morgan Stanley position peaked at $12.4K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.