PS
MS icon

Planned Solutions’s Morgan Stanley MS Stock Holding History

Planned Solutions’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 		$243K Sell
1,290
-20
-2% -$4.25K 0.07% 130
2026
Q2 		$274K Buy
1,310
+53
+4% +$10.5K 0.08% 118
2026
Q1 		$207K Hold
1,257
– – 0.07% 133
2025
Q4 		$223K Buy
+1,257
New +$210K 0.07% 129
2024
Q4 		– Sell
-1,295
Closed -$135K – 432
2024
Q3 		$135K Buy
+1,295
New +$130K 0.05% 160
2024
Q2 		– Sell
-2,530
Closed -$238K – 107
2024
Q1 		$238K Hold
2,530
– – 0.12% 78
2023
Q4 		$236K Hold
2,530
– – 0.11% 72
2023
Q3 		$207K Sell
2,530
-242
-9% -$21K 0.12% 74
2023
Q2 		$237K Hold
2,772
– – 0.14% 66
2023
Q1 		$243K Buy
2,772
+40
+1% +$3.73K 0.15% 65
2022
Q4 		$232K Hold
2,732
– – 0.17% 62
2022
Q3 		$216K Hold
2,732
– – 0.18% 61
2022
Q2 		$208K Sell
2,732
-25
-0.9% -$2.05K 0.19% 60
2022
Q1 		$241K Sell
2,757
-50
-2% -$4.82K 0.17% 64
2021
Q4 		$276K Buy
+2,807
New +$280K 0.18% 62
2021
Q2 		$253K Hold
2,757
– – 0.18% 60
2021
Q1 		$214K Buy
2,757
+1,345
+95% +$103K 0.17% 57
2020
Q4 		$97K Buy
1,412
+60
+4% +$3.44K 0.08% 103
2020
Q3 		$65K Buy
+1,352
New +$68.1K 0.06% 117

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Planned Solutions's MS Position: Q3 2026 in Review

Planned Solutions reduced its Morgan Stanley (MS) stake by 1.5% in Q3 2026, selling an estimated $4.25K and leaving 1,290 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #130.

Planned Solutions first reported a position in MS in Q3 2020 and has held it in 19 quarters since. The position peaked at $276K in Q4 2021. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Planned Solutions held 1,290 shares of Morgan Stanley worth $243K as of Q3 2026.
  • Planned Solutions sold 20 Morgan Stanley shares in Q3 2026, an estimated $4.25K.
  • Morgan Stanley made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #130 holding.
  • Planned Solutions first reported a position in Morgan Stanley in Q3 2020 and has held it in 19 quarters since.
  • Planned Solutions's Morgan Stanley position peaked at $276K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.