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Lodestone Wealth Management’s Morgan Stanley MS Stock Holding History

Lodestone Wealth Management’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 		$29.9K Hold
159
– – 0.01% 379
2026
Q2 		$33.2K Hold
159
– – 0.01% 349
2026
Q1 		$26.2K Hold
159
– – 0.01% 375
2025
Q4 		$28.2K Buy
+159
New +$26.5K 0.01% 362

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Hamlin Capital Management
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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

Lodestone Wealth Management's MS Position: Q3 2026 in Review

Lodestone Wealth Management held its Morgan Stanley (MS) position steady in Q3 2026 at 159 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #379.

Lodestone Wealth Management first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $33.2K in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Lodestone Wealth Management held 159 shares of Morgan Stanley worth $29.9K as of Q3 2026.
  • Lodestone Wealth Management left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #379 holding.
  • Lodestone Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Morgan Stanley position peaked at $33.2K in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.