Northstar Advisory Group
MS icon

Northstar Advisory Group’s Morgan Stanley MS Stock Holding History

Northstar Advisory Group’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 		$353K Sell
1,878
-7,293
-80% -$1.55M 0.11% 92
2026
Q2 		$1.92M Buy
9,171
+302
+3% +$59.8K 0.59% 44
2026
Q1 		$1.46M Sell
8,869
-15,435
-64% -$2.67M 0.54% 51
2025
Q4 		$4.31M Buy
24,304
+10,242
+73% +$1.71M 1.53% 18
2025
Q3 		$2.24M Buy
14,062
+11,394
+427% +$1.68M 0.91% 35
2025
Q2 		$376K Sell
2,668
-1,133
-30% -$139K 0.18% 78
2025
Q1 		$443K Buy
+3,801
New +$490K 0.29% 66

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Northstar Advisory Group's MS Position: Q3 2026 in Review

Northstar Advisory Group reduced its Morgan Stanley (MS) stake by 80% in Q3 2026, selling an estimated $1.55M and leaving 1,878 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #92.

Northstar Advisory Group first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.31M in Q4 2025. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Northstar Advisory Group held 1,878 shares of Morgan Stanley worth $353K as of Q3 2026.
  • Northstar Advisory Group sold 7,293 Morgan Stanley shares in Q3 2026, an estimated $1.55M.
  • Morgan Stanley made up 0.11% of Northstar Advisory Group's portfolio in Q3 2026, its #92 holding.
  • Northstar Advisory Group first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • Northstar Advisory Group's Morgan Stanley position peaked at $4.31M in Q4 2025.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.