Mindset Wealth Management’s Morgan Stanley MS Stock Holding History

Mindset Wealth 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	$1.4M	Buy	7,432 +149	+2%	+$31.7K	0.25%	38
2026 Q2	$1.52M	Buy	7,283 +614	+9%	+$122K	0.29%	37
2026 Q1	$1.1M	Sell	6,669 -31	-0.5%	-$5.37K	0.29%	42
2025 Q4	$1.19M	Buy	6,700 +118	+2%	+$19.7K	0.31%	34
2025 Q3	$1.05M	Buy	6,582 +27	+0.4%	+$3.99K	0.29%	34
2025 Q2	$923K	Buy	6,555 +59	+0.9%	+$7.25K	0.3%	31
2025 Q1	$758K	Sell	6,496 -742	-10%	-$95.6K	0.3%	32
2024 Q4	$910K	Sell	7,238 -512	-7%	-$63.1K	0.33%	23
2024 Q3	$808K	Buy	+7,750	New	+$780K	0.33%	25

Other funds holding MS

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

Hamlin Capital Management New York $4.04B AUM 11.59% 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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Mindset Wealth Management's MS Position: Q3 2026 in Review

Mindset Wealth Management increased its Morgan Stanley (MS) stake by 2% in Q3 2026, buying an estimated $31.7K and bringing the position to 7,432 shares worth $1.4M. The position accounts for 0.25% of the portfolio, ranked #38.

Mindset Wealth Management first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Mindset Wealth Management held 7,432 shares of Morgan Stanley worth $1.4M as of Q3 2026.
Mindset Wealth Management bought 149 Morgan Stanley shares in Q3 2026, an estimated $31.7K.
Morgan Stanley made up 0.25% of Mindset Wealth Management's portfolio in Q3 2026, its #38 holding.
Mindset Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Morgan Stanley position peaked at $1.52M in Q2 2026.
571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.