Legacy Advisors’s Morgan Stanley MS Stock Holding History

Legacy 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	$515K	Sell	2,740 -163	-6%	-$34.6K	0.05%	175
2026 Q2	$607K	Buy	2,903 +248	+9%	+$49.1K	0.06%	167
2026 Q1	$437K	Sell	2,655 -91	-3%	-$15.8K	0.05%	173
2025 Q4	$487K	Buy	2,746 +562	+26%	+$93.7K	0.05%	169
2025 Q3	$347K	Buy	+2,184	New	+$322K	0.04%	186
2025 Q1	$830K	Buy	7,113 +595	+9%	+$76.7K	0.09%	188
2024 Q4	$819K	Buy	6,518 +779	+14%	+$95.9K	0.08%	189
2024 Q3	$598K	Buy	5,739 +794	+16%	+$80K	0.06%	222
2024 Q2	$481K	Buy	4,945 +1,197	+32%	+$114K	0.06%	212
2024 Q1	$353K	Buy	3,748 +383	+11%	+$33.7K	0.04%	235
2023 Q4	$314K	Buy	+3,365	New	+$269K	0.04%	239
2019 Q2	–	Sell	-218	Closed	-$9K	–	402
2019 Q1	$9K	Buy	+218	New	+$9.17K	﹤0.01%	337
2018 Q4	–	Sell	-417	Closed	-$19K	–	289
2018 Q3	$19K	Hold	417	–	–	0.01%	301
2018 Q2	$20K	Buy	417 +199	+91%	+$10.4K	0.01%	256
2018 Q1	$12K	Hold	218	–	–	0.01%	252
2017 Q4	$11K	Hold	218	–	–	0.01%	249
2017 Q3	$10K	Buy	+218	New	+$10.1K	0.01%	222

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

Legacy Advisors's MS Position: Q3 2026 in Review

Legacy Advisors reduced its Morgan Stanley (MS) stake by 5.6% in Q3 2026, selling an estimated $34.6K and leaving 2,740 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #175.

Legacy Advisors first reported a position in MS in Q3 2017 and has held it in 17 quarters since. The position peaked at $830K in Q1 2025. 1,679 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Legacy Advisors held 2,740 shares of Morgan Stanley worth $515K as of Q3 2026.
Legacy Advisors sold 163 Morgan Stanley shares in Q3 2026, an estimated $34.6K.
Morgan Stanley made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #175 holding.
Legacy Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 17 quarters since.
Legacy Advisors's Morgan Stanley position peaked at $830K in Q1 2025.
1,679 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.