McCarley & Cook Financial Planners’s Morgan Stanley MS Stock Holding History

McCarley & Cook Financial Planners’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	$2.26K	Hold	12	–	–	﹤0.01%	229
2026 Q2	$2.51K	Hold	12	–	–	﹤0.01%	212
2026 Q1	$1.98K	Hold	12	–	–	﹤0.01%	228
2025 Q4	$2.13K	Buy	+12	New	+$2K	﹤0.01%	221

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

McCarley & Cook Financial Planners's MS Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Morgan Stanley (MS) position steady in Q3 2026 at 12 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

McCarley & Cook Financial Planners first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.51K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

McCarley & Cook Financial Planners held 12 shares of Morgan Stanley worth $2.26K as of Q3 2026.
McCarley & Cook Financial Planners left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #229 holding.
McCarley & Cook Financial Planners first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Morgan Stanley position peaked at $2.51K in Q2 2026.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.