IRON Financial
MS icon

IRON Financial’s Morgan Stanley MS Stock Holding History

IRON Financial’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 		– Sell
-1,235
Closed -$258K – 167
2026
Q2 		$258K Buy
1,235
+9
+0.7% +$1.78K 0.11% 125
2026
Q1 		$202K Buy
1,226
+90
+8% +$15.6K 0.09% 141
2025
Q4 		$202K Buy
+1,136
New +$189K 0.09% 129
2021
Q1 		– Sell
-3,357
Closed -$230K – 121
2020
Q4 		$230K Buy
+3,357
New +$193K 0.12% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

IRON Financial's MS Position: Q3 2026 in Review

IRON Financial sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,235 shares — an estimated $258K sold.

IRON Financial first reported a position in MS in Q4 2020 and held it in 4 quarters. The position peaked at $258K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • IRON Financial reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • IRON Financial sold 1,235 Morgan Stanley shares in Q3 2026, an estimated $258K.
  • IRON Financial first reported a position in Morgan Stanley in Q4 2020 and held it in 4 quarters.
  • IRON Financial's Morgan Stanley position peaked at $258K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.