Meriwether Wealth & Planning’s Morgan Stanley MS Stock Holding History

Meriwether Wealth & Planning’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	$94K	Buy	+500	New	+$106K	0.04%	188

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Meriwether Wealth & Planning's MS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Morgan Stanley (MS) in Q3 2026: 500 shares worth $94K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Meriwether Wealth & Planning held 500 shares of Morgan Stanley worth $94K as of Q3 2026.
Morgan Stanley was a new Meriwether Wealth & Planning position in Q3 2026.
Morgan Stanley made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #188 holding.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.