McLean Asset Management
MS icon

McLean Asset Management’s Morgan Stanley MS Stock Holding History

McLean Asset 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 		$544K Sell
2,980
-39
-1% -$8.29K 0.07% 98
2026
Q2 		$635K Sell
3,019
-43
-1% -$8.52K 0.08% 89
2026
Q1 		$504K Buy
3,062
+4
+0.1% +$693 0.09% 94
2025
Q4 		$553K Buy
3,058
+5
+0.2% +$834 0.1% 89
2025
Q3 		$483K Buy
3,053
+46
+2% +$6.79K 0.1% 92
2025
Q2 		$430K Buy
3,007
+73
+2% +$8.97K 0.11% 90
2025
Q1 		$294K Buy
2,934
+35
+1% +$4.51K 0.1% 110
2024
Q4 		$364K Buy
2,899
+53
+2% +$6.53K 0.11% 96
2024
Q3 		$307K Buy
2,846
+6
+0.2% +$604 0.09% 105
2024
Q2 		$294K Buy
2,840
+75
+3% +$7.14K 0.1% 111
2024
Q1 		$260K Sell
2,765
-24
-0.9% -$2.11K 0.09% 123
2023
Q4 		$260K Buy
2,789
+187
+7% +$15K 0.1% 120
2023
Q3 		$208K Buy
2,602
+51
+2% +$4.43K 0.09% 125
2023
Q2 		$218K Sell
2,551
-227
-8% -$19.4K 0.09% 119
2023
Q1 		$244K Sell
2,778
-140
-5% -$13.1K 0.1% 105
2022
Q4 		$248K Sell
2,918
-1
-0% -$85 0.08% 112
2022
Q3 		$230K Buy
2,919
+21
+0.7% +$1.77K 0.09% 111
2022
Q2 		$219K Buy
2,898
+23
+0.8% +$1.88K 0.09% 114
2022
Q1 		$251K Buy
2,875
+139
+5% +$13.4K 0.19% 101
2021
Q4 		$282K Sell
2,736
-56
-2% -$5.58K 0.11% 98
2021
Q3 		$289K Buy
2,792
+256
+10% +$25.4K 0.11% 96
2021
Q2 		$231K Buy
2,536
+51
+2% +$4.37K 0.1% 100
2021
Q1 		$204K Buy
+2,485
New +$190K 0.16% 101

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

McLean Asset Management's MS Position: Q3 2026 in Review

McLean Asset Management reduced its Morgan Stanley (MS) stake by 1.3% in Q3 2026, selling an estimated $8.29K and leaving 2,980 shares worth $544K. The position accounts for 0.07% of the portfolio, ranked #98.

McLean Asset Management first reported a position in MS in Q1 2021 and has held it in 23 quarters since. The position peaked at $635K in Q2 2026. 2,266 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • McLean Asset Management held 2,980 shares of Morgan Stanley worth $544K as of Q3 2026.
  • McLean Asset Management sold 39 Morgan Stanley shares in Q3 2026, an estimated $8.29K.
  • Morgan Stanley made up 0.07% of McLean Asset Management's portfolio in Q3 2026, its #98 holding.
  • McLean Asset Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 23 quarters since.
  • McLean Asset Management's Morgan Stanley position peaked at $635K in Q2 2026.
  • 2,266 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.