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Independent Wealth Network’s Morgan Stanley MS Stock Holding History

Independent Wealth Network’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 		$211K Buy
1,124
+130
+13% +$27.6K 0.05% 313
2026
Q2 		$208K Buy
+994
New +$197K 0.05% 315
2021
Q4 		– Sell
-2,074
Closed -$213K – 226
2021
Q3 		$213K Buy
+2,074
New +$205K 0.14% 182

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Independent Wealth Network's MS Position: Q3 2026 in Review

Independent Wealth Network increased its Morgan Stanley (MS) stake by 13% in Q3 2026, buying an estimated $27.6K and bringing the position to 1,124 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #313.

Independent Wealth Network first reported a position in MS in Q3 2021 and has held it in 3 quarters since. The position peaked at $213K in Q3 2021. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Independent Wealth Network held 1,124 shares of Morgan Stanley worth $211K as of Q3 2026.
  • Independent Wealth Network bought 130 Morgan Stanley shares in Q3 2026, an estimated $27.6K.
  • Morgan Stanley made up 0.05% of Independent Wealth Network's portfolio in Q3 2026, its #313 holding.
  • Independent Wealth Network first reported a position in Morgan Stanley in Q3 2021 and has held it in 3 quarters since.
  • Independent Wealth Network's Morgan Stanley position peaked at $213K in Q3 2021.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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