Medallion Wealth Advisors
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Medallion Wealth Advisors’s Morgan Stanley MS Stock Holding History

Medallion Wealth Advisors’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 		$48.3K Sell
257
-131
-34% -$27.8K 0.01% 459
2026
Q2 		$43.4K Buy
388
+110
+40% +$21.8K 0.01% 493
2026
Q1 		$45.8K Buy
278
+3
+1% +$519 0.02% 485
2025
Q4 		$48.8K Buy
275
+18
+7% +$3K 0.02% 477
2025
Q3 		$41K Sell
257
-28
-10% -$4.14K 0.01% 501
2025
Q2 		$40.2K Hold
285
– – 0.02% 494
2025
Q1 		$33K Buy
285
+2
+0.7% +$258 0.02% 499
2024
Q4 		$35.1K Buy
+283
New +$34.9K 0.02% 463

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
BlackRock
BlackRock New York $6.79T AUM 37.06% 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

Medallion Wealth Advisors's MS Position: Q3 2026 in Review

Medallion Wealth Advisors reduced its Morgan Stanley (MS) stake by 34% in Q3 2026, selling an estimated $27.8K and leaving 257 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #459.

Medallion Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $48.8K in Q4 2025. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Medallion Wealth Advisors held 257 shares of Morgan Stanley worth $48.3K as of Q3 2026.
  • Medallion Wealth Advisors sold 131 Morgan Stanley shares in Q3 2026, an estimated $27.8K.
  • Morgan Stanley made up 0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #459 holding.
  • Medallion Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • Medallion Wealth Advisors's Morgan Stanley position peaked at $48.8K in Q4 2025.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.