Kellett Wealth Advisors
MS icon

Kellett Wealth Advisors’s Morgan Stanley MS Stock Holding History

Kellett Wealth Advisors’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 		$285K Sell
1,515
-40
-3% -$8.5K 0.1% 87
2026
Q2 		$325K Buy
+1,555
New +$308K 0.15% 71
2026
Q1 		– Sell
-1,145
Closed -$203K – 83
2025
Q4 		$203K Buy
+1,145
New +$191K 0.12% 78

Other funds holding MS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Kellett Wealth Advisors's MS Position: Q3 2026 in Review

Kellett Wealth Advisors reduced its Morgan Stanley (MS) stake by 2.6% in Q3 2026, selling an estimated $8.5K and leaving 1,515 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #87.

Kellett Wealth Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q2 2026. 1,384 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Kellett Wealth Advisors held 1,515 shares of Morgan Stanley worth $285K as of Q3 2026.
  • Kellett Wealth Advisors sold 40 Morgan Stanley shares in Q3 2026, an estimated $8.5K.
  • Morgan Stanley made up 0.1% of Kellett Wealth Advisors's portfolio in Q3 2026, its #87 holding.
  • Kellett Wealth Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Kellett Wealth Advisors's Morgan Stanley position peaked at $325K in Q2 2026.
  • 1,384 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.