Midland Wealth Advisors
MS icon

Midland Wealth Advisors’s Morgan Stanley MS Stock Holding History

Midland 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 		– Sell
-977
Closed -$204K – 169
2026
Q2 		$204K Buy
+977
New +$193K 0.01% 158
2024
Q3 		– Sell
-2,456
Closed -$239K – 215
2024
Q2 		$239K Buy
2,456
+153
+7% +$14.6K 0.01% 191
2024
Q1 		$217K Buy
2,303
+17
+0.7% +$1.5K 0.01% 185
2023
Q4 		$213K Buy
+2,286
New +$183K 0.01% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Midland Wealth Advisors sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 977 shares — an estimated $204K sold.

Midland Wealth Advisors first reported a position in MS in Q4 2023 and held it in 4 quarters. The position peaked at $239K in Q2 2024. 1,707 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Midland Wealth Advisors reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Midland Wealth Advisors sold 977 Morgan Stanley shares in Q3 2026, an estimated $204K.
  • Midland Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and held it in 4 quarters.
  • Midland Wealth Advisors's Morgan Stanley position peaked at $239K in Q2 2024.
  • 1,707 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Midland Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.