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Kearns & Associates’s Morgan Stanley MS Stock Holding History

Kearns & Associates’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 		$212K Sell
1,125
-375
-25% -$79.7K 0.1% 37
2026
Q2 		$314K Hold
1,500
– – 0.15% 34
2026
Q1 		$247K Hold
1,500
– – 0.13% 36
2025
Q4 		$266K Hold
1,500
– – 0.14% 39
2025
Q3 		$238K Hold
1,500
– – 0.13% 40
2025
Q2 		$211K Buy
+1,500
New +$184K 0.12% 42

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Kearns & Associates's MS Position: Q3 2026 in Review

Kearns & Associates reduced its Morgan Stanley (MS) stake by 25% in Q3 2026, selling an estimated $79.7K and leaving 1,125 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #37.

Kearns & Associates first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $314K in Q2 2026. 1,693 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Kearns & Associates held 1,125 shares of Morgan Stanley worth $212K as of Q3 2026.
  • Kearns & Associates sold 375 Morgan Stanley shares in Q3 2026, an estimated $79.7K.
  • Morgan Stanley made up 0.1% of Kearns & Associates's portfolio in Q3 2026, its #37 holding.
  • Kearns & Associates first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Kearns & Associates's Morgan Stanley position peaked at $314K in Q2 2026.
  • 1,693 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Kearns & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.