Mirador Capital Partners’s Morgan Stanley MS Stock Holding History

Mirador Capital Partners’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	$399K	Sell	2,120 -2	-0.1%	-$425	0.05%	168
2026 Q2	$444K	Sell	2,122 -76	-3%	-$15.1K	0.05%	164
2026 Q1	$362K	Hold	2,198	–	–	0.05%	163
2025 Q4	$390K	Buy	2,198 +228	+12%	+$38K	0.05%	159
2025 Q3	$313K	Hold	1,970	–	–	0.04%	174
2025 Q2	$277K	Hold	1,970	–	–	0.05%	174
2025 Q1	$230K	Buy	1,970 +53	+3%	+$6.83K	0.04%	176
2024 Q4	$241K	Buy	+1,917	New	+$236K	0.04%	173
2024 Q2	–	Sell	-15,345	Closed	-$1.44M	–	202
2024 Q1	$1.44M	Buy	15,345 +1,643	+12%	+$145K	0.28%	64
2023 Q4	$1.28M	Buy	13,702 +544	+4%	+$43.5K	0.27%	66
2023 Q3	$1.07M	Buy	+13,158	New	+$1.14M	0.24%	73

Other funds holding MS

HCM

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

DLA

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

BTCPP

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Mirador Capital Partners's MS Position: Q3 2026 in Review

Mirador Capital Partners reduced its Morgan Stanley (MS) stake by 0.09% in Q3 2026, selling an estimated $425 and leaving 2,120 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #168.

Mirador Capital Partners first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q1 2024. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Mirador Capital Partners held 2,120 shares of Morgan Stanley worth $399K as of Q3 2026.
Mirador Capital Partners sold 2 Morgan Stanley shares in Q3 2026, an estimated $425.
Morgan Stanley made up 0.05% of Mirador Capital Partners's portfolio in Q3 2026, its #168 holding.
Mirador Capital Partners first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
Mirador Capital Partners's Morgan Stanley position peaked at $1.44M in Q1 2024.
123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.