McAdam LLC
MS icon

McAdam LLC’s Morgan Stanley MS Stock Holding History

McAdam 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 		$551K Buy
2,932
+513
+21% +$109K 0.02% 255
2026
Q2 		$506K Buy
2,419
+110
+5% +$21.8K 0.02% 270
2026
Q1 		$380K Buy
2,309
+187
+9% +$32.4K 0.02% 288
2025
Q4 		$377K Buy
2,122
+196
+10% +$32.7K 0.02% 289
2025
Q3 		$306K Buy
1,926
+219
+13% +$32.3K 0.02% 302
2025
Q2 		$240K Buy
+1,707
New +$210K 0.01% 333
2025
Q1 		– Sell
-1,691
Closed -$213K – 374
2024
Q4 		$213K Buy
+1,691
New +$208K 0.01% 331
2018
Q4 		– Sell
-299
Closed -$14K – 414
2018
Q3 		$14K Hold
299
– – 0.01% 304
2018
Q2 		$14K Sell
299
-51
-15% -$2.66K 0.01% 296
2018
Q1 		$19K Buy
+350
New +$19.4K 0.01% 249

Other funds holding MS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

McAdam LLC's MS Position: Q3 2026 in Review

McAdam LLC increased its Morgan Stanley (MS) stake by 21% in Q3 2026, buying an estimated $109K and bringing the position to 2,932 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #255.

McAdam LLC first reported a position in MS in Q1 2018 and has held it in 10 quarters since. 989 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • McAdam LLC held 2,932 shares of Morgan Stanley worth $551K as of Q3 2026.
  • McAdam LLC bought 513 Morgan Stanley shares in Q3 2026, an estimated $109K.
  • Morgan Stanley made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #255 holding.
  • McAdam LLC first reported a position in Morgan Stanley in Q1 2018 and has held it in 10 quarters since.
  • 989 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.