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Olistico Wealth’s Morgan Stanley MS Stock Holding History

Olistico Wealth’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 		$29K Hold
154
– – 0.01% 200
2026
Q2 		$32.2K Hold
154
– – 0.01% 188
2026
Q1 		$25.3K Hold
154
– – 0.01% 199
2025
Q4 		$27.3K Buy
+154
New +$25.7K 0.01% 197
2025
Q3 		– Sell
-354
Closed -$49.9K – 249
2025
Q2 		$49.9K Buy
354
+200
+130% +$24.6K 0.03% 169
2025
Q1 		$18K Hold
154
– – 0.01% 217
2024
Q4 		$19.4K Hold
154
– – 0.01% 215
2024
Q3 		$16.1K Hold
154
– – 0.01% 222
2024
Q2 		$15K Buy
+154
New +$14.7K 0.01% 224

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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

Olistico Wealth's MS Position: Q3 2026 in Review

Olistico Wealth held its Morgan Stanley (MS) position steady in Q3 2026 at 154 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #200.

Olistico Wealth first reported a position in MS in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.9K in Q2 2025. 81 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Olistico Wealth held 154 shares of Morgan Stanley worth $29K as of Q3 2026.
  • Olistico Wealth left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #200 holding.
  • Olistico Wealth first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Morgan Stanley position peaked at $49.9K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.