Portside Wealth Group
MS icon

Portside Wealth Group’s Morgan Stanley MS Stock Holding History

Portside Wealth 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 		$1.64M Sell
8,733
-1,746
-17% -$371K 0.18% 121
2026
Q2 		$2.19M Buy
10,479
+26
+0.2% +$5.15K 0.26% 89
2026
Q1 		$1.72M Buy
10,453
+243
+2% +$42.1K 0.23% 108
2025
Q4 		$1.81M Buy
10,210
+683
+7% +$114K 0.24% 95
2025
Q3 		$1.51M Buy
9,527
+154
+2% +$22.7K 0.21% 109
2025
Q2 		$1.32M Buy
9,373
+218
+2% +$26.8K 0.2% 115
2025
Q1 		$1.07M Buy
9,155
+600
+7% +$77.3K 0.17% 132
2024
Q4 		$1.08M Buy
8,555
+513
+6% +$63.2K 0.18% 124
2024
Q3 		$838K Buy
8,042
+1,030
+15% +$104K 0.14% 161
2024
Q2 		$681K Sell
7,012
-556
-7% -$52.9K 0.13% 164
2024
Q1 		$713K Sell
7,568
-105
-1% -$9.25K 0.13% 166
2023
Q4 		$716K Sell
7,673
-1,082
-12% -$86.6K 0.13% 169
2023
Q3 		$715K Buy
8,755
+13
+0.1% +$1.13K 0.13% 155
2023
Q2 		$747K Buy
+8,742
New +$748K 0.14% 151

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 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

Portside Wealth Group's MS Position: Q3 2026 in Review

Portside Wealth Group reduced its Morgan Stanley (MS) stake by 17% in Q3 2026, selling an estimated $371K and leaving 8,733 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #121.

Portside Wealth Group first reported a position in MS in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.19M in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Portside Wealth Group held 8,733 shares of Morgan Stanley worth $1.64M as of Q3 2026.
  • Portside Wealth Group sold 1,746 Morgan Stanley shares in Q3 2026, an estimated $371K.
  • Morgan Stanley made up 0.18% of Portside Wealth Group's portfolio in Q3 2026, its #121 holding.
  • Portside Wealth Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Morgan Stanley position peaked at $2.19M in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.