Horizon Wealth Management
MS icon

Horizon Wealth Management’s Morgan Stanley MS Stock Holding History

Horizon Wealth Management’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 		$424K Sell
2,253
-214
-9% -$45.5K 0.05% 103
2026
Q2 		$516K Buy
2,467
+3
+0.1% +$594 0.07% 92
2026
Q1 		$406K Buy
2,464
+2
+0.1% +$346 0.06% 94
2025
Q4 		$437K Buy
2,462
+3
+0.1% +$500 0.07% 80
2025
Q3 		$391K Buy
2,459
+54
+2% +$7.97K 0.06% 81
2025
Q2 		$339K Sell
2,405
-89
-4% -$10.9K 0.06% 75
2025
Q1 		$291K Buy
2,494
+94
+4% +$12.1K 0.05% 76
2024
Q4 		$302K Buy
2,400
+2
+0.1% +$246 0.05% 72
2024
Q3 		$250K Buy
2,398
+3
+0.1% +$302 0.05% 70
2024
Q2 		$233K Buy
2,395
+24
+1% +$2.28K 0.06% 66
2024
Q1 		$223K Buy
2,371
+84
+4% +$7.4K 0.06% 73
2023
Q4 		$213K Buy
+2,287
New +$183K 0.06% 72
2023
Q3 		– Sell
-2,546
Closed -$217K – 81
2023
Q2 		$217K Buy
2,546
+3
+0.1% +$257 0.09% 71
2023
Q1 		$223K Buy
2,543
+2
+0.1% +$187 0.17% 67
2022
Q4 		$216K Sell
2,541
-1,155
-31% -$98.4K 0.18% 62
2022
Q3 		$292K Buy
3,696
+515
+16% +$43.4K 0.21% 45
2022
Q2 		$242K Sell
3,181
-325
-9% -$26.6K 0.1% 89
2022
Q1 		$306K Buy
3,506
+2
+0.1% +$193 0.1% 80
2021
Q4 		$344K Buy
+3,504
New +$349K 0.1% 76

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Horizon Wealth Management's MS Position: Q3 2026 in Review

Horizon Wealth Management reduced its Morgan Stanley (MS) stake by 8.7% in Q3 2026, selling an estimated $45.5K and leaving 2,253 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #103.

Horizon Wealth Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $516K in Q2 2026. 1,696 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Horizon Wealth Management held 2,253 shares of Morgan Stanley worth $424K as of Q3 2026.
  • Horizon Wealth Management sold 214 Morgan Stanley shares in Q3 2026, an estimated $45.5K.
  • Morgan Stanley made up 0.05% of Horizon Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Horizon Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's Morgan Stanley position peaked at $516K in Q2 2026.
  • 1,696 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.