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Paladin Partners’s Morgan Stanley MS Stock Holding History

Paladin Partners’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 		$54.4K Hold
289
– – 0.03% 65
2026
Q2 		$60.4K Hold
289
– – 0.04% 63
2026
Q1 		$47.6K Hold
289
– – 0.03% 68
2025
Q4 		$51.3K Buy
+289
New +$48.2K 0.04% 64

Other funds holding MS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Paladin Partners's MS Position: Q3 2026 in Review

Paladin Partners held its Morgan Stanley (MS) position steady in Q3 2026 at 289 shares worth $54.4K. The position accounts for 0.03% of the portfolio, ranked #65.

Paladin Partners first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $60.4K in Q2 2026. 36 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Paladin Partners held 289 shares of Morgan Stanley worth $54.4K as of Q3 2026.
  • Paladin Partners left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.03% of Paladin Partners's portfolio in Q3 2026, its #65 holding.
  • Paladin Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Morgan Stanley position peaked at $60.4K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.