Klingman & Associates
MS icon

Klingman & Associates’s Morgan Stanley MS Stock Holding History

Klingman & 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 		$1.26M Buy
6,685
+615
+10% +$131K 0.05% 124
2026
Q2 		$1.27M Sell
6,070
-709
-10% -$140K 0.05% 124
2026
Q1 		$1.12M Buy
6,779
+216
+3% +$37.4K 0.05% 125
2025
Q4 		$1.17M Buy
6,563
+84
+1% +$14K 0.06% 118
2025
Q3 		$1.03M Buy
6,479
+2,273
+54% +$336K 0.05% 120
2025
Q2 		$592K Buy
4,206
+1,130
+37% +$139K 0.03% 155
2025
Q1 		$359K Buy
3,076
+162
+6% +$20.9K 0.02% 198
2024
Q4 		$366K Buy
2,914
+492
+20% +$60.6K 0.02% 186
2024
Q3 		$252K Buy
2,422
+71
+3% +$7.15K 0.02% 238
2024
Q2 		$228K Buy
2,351
+145
+7% +$13.8K 0.02% 226
2024
Q1 		$208K Buy
+2,206
New +$194K 0.01% 229
2016
Q4 		– Sell
-1,694
Closed -$54K – 236
2016
Q3 		$54K Hold
1,694
– – 0.02% 180
2016
Q2 		$44K Hold
1,694
– – 0.01% 200
2016
Q1 		$42K Hold
1,694
– – 0.02% 200
2015
Q4 		$54K Hold
1,694
– – 0.02% 204
2015
Q3 		$53K Hold
1,694
– – 0.02% 204
2015
Q2 		$66K Hold
1,694
– – 0.03% 167
2015
Q1 		$60K Hold
1,694
– – 0.02% 163
2014
Q4 		$65K Buy
+1,694
New +$60.3K 0.03% 162

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

Klingman & Associates increased its Morgan Stanley (MS) stake by 10% in Q3 2026, buying an estimated $131K and bringing the position to 6,685 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #124.

Klingman & Associates first reported a position in MS in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.27M in Q2 2026. 610 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Klingman & Associates held 6,685 shares of Morgan Stanley worth $1.26M as of Q3 2026.
  • Klingman & Associates bought 615 Morgan Stanley shares in Q3 2026, an estimated $131K.
  • Morgan Stanley made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #124 holding.
  • Klingman & Associates first reported a position in Morgan Stanley in Q4 2014 and has held it in 19 quarters since.
  • Klingman & Associates's Morgan Stanley position peaked at $1.27M in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.