Polaris Financial Partners’s Morgan Stanley MS Stock Holding History

Polaris Financial 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	$63K	Buy	+331	New	+$70.3K	0.03%	164

Other funds holding MS

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's MS Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Morgan Stanley (MS) in Q3 2026: 331 shares worth $63K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings.

14 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Polaris Financial Partners held 331 shares of Morgan Stanley worth $63K as of Q3 2026.
Morgan Stanley was a new Polaris Financial Partners position in Q3 2026.
Morgan Stanley made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #164 holding.
14 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.