Patton Fund Management
MS icon

Patton Fund Management’s Morgan Stanley MS Stock Holding History

Patton Fund Management’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 		$3.29M Buy
+17,474
New +$3.71M 0.84% 35
2026
Q2 		– Sell
-1,422
Closed -$234K – 335
2026
Q1 		$234K Buy
1,422
+127
+10% +$22K 0.04% 368
2025
Q4 		$230K Sell
1,295
-603
-32% -$101K 0.03% 237
2025
Q3 		$302K Hold
1,898
– – 0.05% 110
2025
Q2 		$267K Buy
+1,898
New +$233K 0.06% 127

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Patton Fund Management's MS Position: Q3 2026 in Review

Patton Fund Management opened a new position in Morgan Stanley (MS) in Q3 2026: 17,474 shares worth $3.29M. The stake represents 0.84% of the portfolio and ranks #35 among its holdings. This is a return to the name: Patton Fund Management previously reported a position in MS as recently as Q1 2026.

Patton Fund Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Patton Fund Management held 17,474 shares of Morgan Stanley worth $3.29M as of Q3 2026.
  • Morgan Stanley was a new Patton Fund Management position in Q3 2026.
  • Morgan Stanley made up 0.84% of Patton Fund Management's portfolio in Q3 2026, its #35 holding.
  • Patton Fund Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.