NWMP
MS icon

Noble Wealth Management PBC’s Morgan Stanley MS Stock Holding History

Noble Wealth Management PBC’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 		$36.1K Buy
192
+11
+6% +$2.34K 0.02% 299
2026
Q2 		$37.8K Buy
181
+5
+3% +$990 0.02% 309
2026
Q1 		$29K Sell
176
-26
-13% -$4.5K 0.01% 327
2025
Q4 		$35.9K Buy
202
+26
+15% +$4.34K 0.02% 298
2025
Q3 		$28K Buy
+176
New +$26K 0.01% 320
2025
Q1 		$22.1K Hold
189
– – 0.02% 292
2024
Q4 		$23.8K Buy
+189
New +$23.3K 0.02% 258

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
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
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Noble Wealth Management PBC's MS Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Morgan Stanley (MS) stake by 6.1% in Q3 2026, buying an estimated $2.34K and bringing the position to 192 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #299.

Noble Wealth Management PBC first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.8K in Q2 2026. 79 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Noble Wealth Management PBC held 192 shares of Morgan Stanley worth $36.1K as of Q3 2026.
  • Noble Wealth Management PBC bought 11 Morgan Stanley shares in Q3 2026, an estimated $2.34K.
  • Morgan Stanley made up 0.02% of Noble Wealth Management PBC's portfolio in Q3 2026, its #299 holding.
  • Noble Wealth Management PBC first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Morgan Stanley position peaked at $37.8K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.