Horizon Financial Services
MS icon

Horizon Financial Services’s Morgan Stanley MS Stock Holding History

Horizon Financial Services’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 		$58.5K Sell
311
-16
-5% -$3.4K 0.02% 130
2026
Q2 		$68.4K Buy
327
+153
+88% +$30.3K 0.03% 118
2026
Q1 		$28.6K Buy
174
+104
+149% +$18K 0.01% 140
2025
Q4 		$12.4K Buy
70
+17
+32% +$2.84K 0.01% 164
2025
Q3 		$8.42K Buy
+53
New +$7.83K ﹤0.01% 208

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Horizon Financial Services's MS Position: Q3 2026 in Review

Horizon Financial Services reduced its Morgan Stanley (MS) stake by 4.9% in Q3 2026, selling an estimated $3.4K and leaving 311 shares worth $58.5K. The position accounts for 0.02% of the portfolio, ranked #130.

Horizon Financial Services first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $68.4K in Q2 2026. 1,679 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Horizon Financial Services held 311 shares of Morgan Stanley worth $58.5K as of Q3 2026.
  • Horizon Financial Services sold 16 Morgan Stanley shares in Q3 2026, an estimated $3.4K.
  • Morgan Stanley made up 0.02% of Horizon Financial Services's portfolio in Q3 2026, its #130 holding.
  • Horizon Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • Horizon Financial Services's Morgan Stanley position peaked at $68.4K in Q2 2026.
  • 1,679 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.