Mather Group
MS icon

Mather Group’s Morgan Stanley MS Stock Holding History

Mather Group’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 		$2.88M Buy
15,312
+555
+4% +$118K 0.02% 227
2026
Q2 		$3.08M Buy
14,757
+1,570
+12% +$311K 0.03% 212
2026
Q1 		$2.17M Sell
13,187
-310
-2% -$53.7K 0.02% 221
2025
Q4 		$2.4M Buy
13,497
+591
+5% +$98.6K 0.02% 184
2025
Q3 		$2.05M Buy
12,906
+129
+1% +$19K 0.02% 197
2025
Q2 		$1.8M Buy
12,777
+647
+5% +$79.5K 0.02% 201
2025
Q1 		$1.42M Buy
12,130
+804
+7% +$104K 0.02% 213
2024
Q4 		$1.42M Buy
11,326
+285
+3% +$35.1K 0.02% 204
2024
Q3 		$1.15M Buy
11,041
+218
+2% +$22K 0.01% 226
2024
Q2 		$1.02M Buy
10,823
+1,345
+14% +$128K 0.01% 265
2024
Q1 		$884K Sell
9,478
-110
-1% -$9.7K 0.01% 241
2023
Q4 		$894K Sell
9,588
-2,250
-19% -$180K 0.01% 246
2023
Q3 		$967K Buy
11,838
+121
+1% +$10.5K 0.02% 220
2023
Q2 		$1M Sell
11,717
-215
-2% -$18.4K 0.02% 233
2023
Q1 		$1.05M Buy
11,932
+436
+4% +$40.7K 0.02% 207
2022
Q4 		$977K Buy
11,496
+793
+7% +$67.6K 0.02% 213
2022
Q3 		$845K Sell
10,703
-2,893
-21% -$244K 0.02% 218
2022
Q2 		$1.04M Sell
13,596
-182
-1% -$14.9K 0.02% 177
2022
Q1 		$1.2M Buy
13,778
+1,411
+11% +$136K 0.02% 150
2021
Q4 		$1.21M Buy
12,367
+7,617
+160% +$759K 0.02% 133
2021
Q3 		$462K Buy
4,750
+6
+0.1% +$594 0.01% 176
2021
Q2 		$435K Buy
4,744
+259
+6% +$22.2K 0.01% 173
2021
Q1 		$348K Buy
4,485
+1,298
+41% +$99.5K 0.01% 189
2020
Q4 		$218K Buy
+3,187
New +$183K 0.01% 228

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

Mather Group's MS Position: Q3 2026 in Review

Mather Group increased its Morgan Stanley (MS) stake by 3.8% in Q3 2026, buying an estimated $118K and bringing the position to 15,312 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #227.

Mather Group first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.08M in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Mather Group held 15,312 shares of Morgan Stanley worth $2.88M as of Q3 2026.
  • Mather Group bought 555 Morgan Stanley shares in Q3 2026, an estimated $118K.
  • Morgan Stanley made up 0.02% of Mather Group's portfolio in Q3 2026, its #227 holding.
  • Mather Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • Mather Group's Morgan Stanley position peaked at $3.08M in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.