Legacy Edge Advisors
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Legacy Edge Advisors’s Morgan Stanley MS Stock Holding History

Legacy Edge 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 		$1.05M Sell
5,601
-63
-1% -$13.4K 0.09% 102
2026
Q2 		$1.18M Buy
5,664
+2,600
+85% +$515K 0.11% 97
2026
Q1 		$504K Sell
3,064
-226
-7% -$39.1K 0.05% 136
2025
Q4 		$584K Sell
3,290
-14
-0.4% -$2.34K 0.06% 116
2025
Q3 		$525K Sell
3,304
-25
-0.8% -$3.69K 0.06% 120
2025
Q2 		$469K Buy
3,329
+545
+20% +$66.9K 0.06% 124
2025
Q1 		$325K Hold
2,784
– – 0.05% 144
2024
Q4 		$350K Buy
2,784
+144
+5% +$17.7K 0.06% 130
2024
Q3 		$275K Sell
2,640
-203
-7% -$20.4K 0.04% 154
2024
Q2 		$276K Buy
2,843
+92
+3% +$8.76K 0.05% 144
2024
Q1 		$259K Buy
2,751
+144
+6% +$12.7K 0.05% 141
2023
Q4 		$243K Buy
+2,607
New +$209K 0.06% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Legacy Edge Advisors's MS Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Morgan Stanley (MS) stake by 1.1% in Q3 2026, selling an estimated $13.4K and leaving 5,601 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #102.

Legacy Edge Advisors first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Legacy Edge Advisors held 5,601 shares of Morgan Stanley worth $1.05M as of Q3 2026.
  • Legacy Edge Advisors sold 63 Morgan Stanley shares in Q3 2026, an estimated $13.4K.
  • Morgan Stanley made up 0.09% of Legacy Edge Advisors's portfolio in Q3 2026, its #102 holding.
  • Legacy Edge Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Morgan Stanley position peaked at $1.18M in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.