Paladin Advisory Group’s Morgan Stanley MS Stock Holding History

Paladin 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	$190K	Hold	1,011	–	–	0.13%	86
2026 Q2	$211K	Hold	1,011	–	–	0.14%	86
2026 Q1	$166K	Sell	1,011 -145	-13%	-$25.1K	0.13%	94
2025 Q4	$205K	Hold	1,156	–	–	0.15%	84
2025 Q3	$184K	Hold	1,156	–	–	0.14%	81
2025 Q2	$163K	Hold	1,156	–	–	0.12%	92
2025 Q1	$135K	Hold	1,156	–	–	0.11%	100
2024 Q4	$145K	Hold	1,156	–	–	0.11%	99
2024 Q3	$121K	Hold	1,156	–	–	0.09%	105
2024 Q2	$115K	Hold	1,156	–	–	0.09%	110
2024 Q1	$108K	Hold	1,156	–	–	0.09%	108
2023 Q4	$108K	Hold	1,156	–	–	0.09%	109
2023 Q3	$94.4K	Hold	1,156	–	–	0.08%	120
2023 Q2	$98.7K	Hold	1,156	–	–	0.08%	123
2023 Q1	$101K	Buy	+1,156	New	+$108K	0.08%	125
2022 Q2	–	Sell	-1,488	Closed	-$122K	–	430
2022 Q1	$129K	Buy	+1,488	New	+$144K	0.11%	116

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Paladin Advisory Group held its Morgan Stanley (MS) position steady in Q3 2026 at 1,011 shares worth $190K. The position accounts for 0.13% of the portfolio, ranked #86.

Paladin Advisory Group first reported a position in MS in Q1 2022 and has held it in 16 quarters since. The position peaked at $211K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Paladin Advisory Group held 1,011 shares of Morgan Stanley worth $190K as of Q3 2026.
Paladin Advisory Group left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.13% of Paladin Advisory Group's portfolio in Q3 2026, its #86 holding.
Paladin Advisory Group first reported a position in Morgan Stanley in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Morgan Stanley position peaked at $211K in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.