MF
MS icon

Meridian Financial’s Morgan Stanley MS Stock Holding History

Meridian Financial’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 		$268K Hold
1,423
– – 0.13% 132
2026
Q2 		$297K Hold
1,423
– – 0.14% 119
2026
Q1 		$234K Hold
1,423
– – 0.13% 134
2025
Q4 		$253K Buy
1,423
+21
+1% +$3.5K 0.14% 122
2025
Q3 		$223K Buy
+1,402
New +$207K 0.13% 131

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Meridian Financial's MS Position: Q3 2026 in Review

Meridian Financial held its Morgan Stanley (MS) position steady in Q3 2026 at 1,423 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #132.

Meridian Financial first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $297K in Q2 2026. 1,577 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Meridian Financial held 1,423 shares of Morgan Stanley worth $268K as of Q3 2026.
  • Meridian Financial left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.13% of Meridian Financial's portfolio in Q3 2026, its #132 holding.
  • Meridian Financial first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • Meridian Financial's Morgan Stanley position peaked at $297K in Q2 2026.
  • 1,577 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.