Impact Capital Partners’s Morgan Stanley MS Stock Holding History

Impact Capital 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	$484K	Sell	2,572 -123	-5%	-$26.1K	0.13%	144
2026 Q2	$563K	Buy	2,695 +34	+1%	+$6.73K	0.15%	130
2026 Q1	$438K	Sell	2,661 -1,080	-29%	-$187K	0.13%	154
2025 Q4	$664K	Sell	3,741 -73	-2%	-$12.2K	0.2%	109
2025 Q3	$606K	Sell	3,814 -130	-3%	-$19.2K	0.18%	118
2025 Q2	$556K	Sell	3,944 -459	-10%	-$56.4K	0.18%	130
2025 Q1	$514K	Sell	4,403 -3,182	-42%	-$410K	0.19%	128
2024 Q4	$954K	Buy	+7,585	New	+$934K	0.34%	73

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Impact Capital Partners's MS Position: Q3 2026 in Review

Impact Capital Partners reduced its Morgan Stanley (MS) stake by 4.6% in Q3 2026, selling an estimated $26.1K and leaving 2,572 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #144.

Impact Capital Partners first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $954K in Q4 2024. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Impact Capital Partners held 2,572 shares of Morgan Stanley worth $484K as of Q3 2026.
Impact Capital Partners sold 123 Morgan Stanley shares in Q3 2026, an estimated $26.1K.
Morgan Stanley made up 0.13% of Impact Capital Partners's portfolio in Q3 2026, its #144 holding.
Impact Capital Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Impact Capital Partners's Morgan Stanley position peaked at $954K in Q4 2024.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.