Legacy Solutions LLC
MS icon

Legacy Solutions LLC’s Morgan Stanley MS Stock Holding History

Legacy Solutions LLC’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 		$492K Sell
2,617
-126
-5% -$26.8K 0.38% 41
2026
Q2 		$573K Buy
2,743
+37
+1% +$7.33K 0.46% 38
2026
Q1 		$445K Sell
2,706
-257
-9% -$44.5K 0.41% 40
2025
Q4 		$526K Sell
2,963
-22
-0.7% -$3.67K 0.46% 36
2025
Q3 		$475K Sell
2,985
-90
-3% -$13.3K 0.43% 39
2025
Q2 		$433K Buy
3,075
+198
+7% +$24.3K 0.41% 39
2025
Q1 		$336K Buy
2,877
+7
+0.2% +$902 0.37% 42
2024
Q4 		$361K Buy
+2,870
New +$353K 0.39% 42

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Legacy Solutions LLC's MS Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Morgan Stanley (MS) stake by 4.6% in Q3 2026, selling an estimated $26.8K and leaving 2,617 shares worth $492K. The position accounts for 0.38% of the portfolio, ranked #41.

Legacy Solutions LLC first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $573K in Q2 2026. 708 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Legacy Solutions LLC held 2,617 shares of Morgan Stanley worth $492K as of Q3 2026.
  • Legacy Solutions LLC sold 126 Morgan Stanley shares in Q3 2026, an estimated $26.8K.
  • Morgan Stanley made up 0.38% of Legacy Solutions LLC's portfolio in Q3 2026, its #41 holding.
  • Legacy Solutions LLC first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Morgan Stanley position peaked at $573K in Q2 2026.
  • 708 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.