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Investment Partners Asset Management’s Morgan Stanley MS Stock Holding History

Investment Partners Asset 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 		$377K Hold
2,004
– – 0.2% 124
2026
Q2 		$419K Hold
2,004
– – 0.23% 114
2026
Q1 		$330K Buy
2,004
+4
+0.2% +$693 0.2% 125
2025
Q4 		$355K Hold
2,000
– – 0.22% 120
2025
Q3 		$318K Hold
2,000
– – 0.21% 129
2025
Q2 		$282K Hold
2,000
– – 0.2% 127
2025
Q1 		$233K Sell
2,000
-13
-0.6% -$1.68K 0.18% 133
2024
Q4 		$253K Hold
2,013
– – 0.2% 124
2024
Q3 		$210K Buy
+2,013
New +$203K 0.17% 130
2024
Q2 		– Sell
-3,313
Closed -$312K – 137
2024
Q1 		$312K Buy
+3,313
New +$292K 0.28% 103

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Investment Partners Asset Management's MS Position: Q3 2026 in Review

Investment Partners Asset Management held its Morgan Stanley (MS) position steady in Q3 2026 at 2,004 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #124.

Investment Partners Asset Management first reported a position in MS in Q1 2024 and has held it in 10 quarters since. The position peaked at $419K in Q2 2026. 102 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Investment Partners Asset Management held 2,004 shares of Morgan Stanley worth $377K as of Q3 2026.
  • Investment Partners Asset Management left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.2% of Investment Partners Asset Management's portfolio in Q3 2026, its #124 holding.
  • Investment Partners Asset Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • Investment Partners Asset Management's Morgan Stanley position peaked at $419K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.