365 WMG Private Fund I: Primus Fund LLC’s Morgan Stanley MS Stock Holding History

365 WMG Private Fund I: Primus Fund LLC’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	$1.26M	Buy	+6,709	New	+$1.43M	0.75%	41

Other funds holding MS

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

Hamlin Capital Management New York $4.04B AUM 11.59% 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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

365 WMG Private Fund I: Primus Fund LLC's MS Position: Q3 2026 in Review

365 WMG Private Fund I: Primus Fund LLC opened a new position in Morgan Stanley (MS) in Q3 2026: 6,709 shares worth $1.26M. The stake represents 0.75% of the portfolio and ranks #41 among its holdings.

597 funds tracked by Wall St. Rank hold MS as of Q3 2026.

365 WMG Private Fund I: Primus Fund LLC held 6,709 shares of Morgan Stanley worth $1.26M as of Q3 2026.
Morgan Stanley was a new 365 WMG Private Fund I: Primus Fund LLC position in Q3 2026.
Morgan Stanley made up 0.75% of 365 WMG Private Fund I: Primus Fund LLC's portfolio in Q3 2026, its #41 holding.
597 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on 365 WMG Private Fund I: Primus Fund LLC's 13F filing for Q3 2026, filed 20 Oct 2026.