Kathmere Capital Management’s Morgan Stanley MS Stock Holding History

Kathmere Capital 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	$2.72M	Buy	14,472 +1,388	+11%	+$295K	0.13%	122
2026 Q2	$2.74M	Buy	13,084 +121	+0.9%	+$24K	0.14%	117
2026 Q1	$2.13M	Buy	12,963 +4,383	+51%	+$759K	0.13%	117
2025 Q4	$1.52M	Buy	8,580 +1,450	+20%	+$242K	0.1%	134
2025 Q3	$1.13M	Buy	7,130 +1,379	+24%	+$204K	0.08%	158
2025 Q2	$810K	Buy	5,751 +2,685	+88%	+$330K	0.06%	191
2025 Q1	$358K	Buy	3,066 +282	+10%	+$36.3K	0.03%	293
2024 Q4	$350K	Buy	2,784 +452	+19%	+$55.7K	0.03%	289
2024 Q3	$243K	Buy	+2,332	New	+$235K	0.02%	328

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Kathmere Capital Management's MS Position: Q3 2026 in Review

Kathmere Capital Management increased its Morgan Stanley (MS) stake by 11% in Q3 2026, buying an estimated $295K and bringing the position to 14,472 shares worth $2.72M. The position accounts for 0.13% of the portfolio, ranked #122.

Kathmere Capital Management first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Kathmere Capital Management held 14,472 shares of Morgan Stanley worth $2.72M as of Q3 2026.
Kathmere Capital Management bought 1,388 Morgan Stanley shares in Q3 2026, an estimated $295K.
Morgan Stanley made up 0.13% of Kathmere Capital Management's portfolio in Q3 2026, its #122 holding.
Kathmere Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
Kathmere Capital Management's Morgan Stanley position peaked at $2.74M in Q2 2026.
1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.