Pinnacle Wealth Management Group
MS icon

Pinnacle Wealth Management Group’s Morgan Stanley MS Stock Holding History

Pinnacle Wealth Management 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 		$5.37M Sell
28,548
-511
-2% -$109K 2.46% 12
2026
Q2 		$6.07M Sell
29,059
-1,134
-4% -$225K 2.83% 12
2026
Q1 		$4.97M Sell
30,193
-808
-3% -$140K 2.44% 15
2025
Q4 		$5.5M Sell
31,001
-683
-2% -$114K 2.75% 13
2025
Q3 		$5.04M Sell
31,684
-243
-0.8% -$35.9K 2.58% 14
2025
Q2 		$4.5M Sell
31,927
-167
-0.5% -$20.5K 2.58% 12
2025
Q1 		$3.74M Sell
32,094
-318
-1% -$41K 2.61% 15
2024
Q4 		$4.07M Buy
32,412
+122
+0.4% +$15K 2.54% 15
2024
Q3 		$3.37M Sell
32,290
-266
-0.8% -$26.8K 2.12% 16
2024
Q2 		$3.16M Sell
32,556
-121
-0.4% -$11.5K 2.14% 17
2024
Q1 		$3.08M Buy
32,677
+159
+0.5% +$14K 2.29% 14
2023
Q4 		$3.03M Sell
32,518
-1,400
-4% -$112K 2.49% 10
2023
Q3 		$2.77M Buy
33,918
+310
+0.9% +$26.9K 2.52% 10
2023
Q2 		$2.87M Sell
33,608
-400
-1% -$34.2K 2.51% 10
2023
Q1 		$2.99M Buy
34,008
+950
+3% +$88.7K 2.59% 8
2022
Q4 		$2.81M Sell
33,058
-150
-0.5% -$12.8K 2.49% 9
2022
Q3 		$2.62M Buy
33,208
+300
+0.9% +$25.3K 2.31% 9
2022
Q2 		$2.5M Sell
32,908
-300
-0.9% -$24.6K 2.09% 10
2022
Q1 		$2.9M Buy
33,208
+765
+2% +$73.8K 2.18% 10
2021
Q4 		$3.18M Buy
32,443
+450
+1% +$44.8K 2.36% 10
2021
Q3 		$3.11M Sell
31,993
-1,250
-4% -$124K 2.34% 10
2021
Q2 		$3.05M Buy
+33,243
New +$2.85M 2.22% 12

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
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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pinnacle Wealth Management Group's MS Position: Q3 2026 in Review

Pinnacle Wealth Management Group reduced its Morgan Stanley (MS) stake by 1.8% in Q3 2026, selling an estimated $109K and leaving 28,548 shares worth $5.37M. The position accounts for 2.46% of the portfolio, ranked #12.

Pinnacle Wealth Management Group first reported a position in MS in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.07M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Pinnacle Wealth Management Group held 28,548 shares of Morgan Stanley worth $5.37M as of Q3 2026.
  • Pinnacle Wealth Management Group sold 511 Morgan Stanley shares in Q3 2026, an estimated $109K.
  • Morgan Stanley made up 2.46% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #12 holding.
  • Pinnacle Wealth Management Group first reported a position in Morgan Stanley in Q2 2021 and has held it in 22 quarters since.
  • Pinnacle Wealth Management Group's Morgan Stanley position peaked at $6.07M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.