Prairie Wealth Advisors
MS icon

Prairie Wealth Advisors’s Morgan Stanley MS Stock Holding History

Prairie Wealth Advisors’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 		– Hold
0
– – – 100
2026
Q2 		– Hold
0
– – – 88
2026
Q1 		– Hold
0
– – – 95
2025
Q4 		– Sell
-2,300
Closed -$384K – 88
2025
Q3 		$366K Hold
2,300
– – 0.15% 102
2025
Q2 		$324K Hold
2,300
– – 0.14% 109
2025
Q1 		$268K Hold
2,300
– – 0.13% 118
2024
Q4 		$289K Hold
2,300
– – 0.14% 120
2024
Q3 		$240K Sell
2,300
-322
-12% -$32.4K 0.12% 131
2024
Q2 		$255K Buy
2,622
+7
+0.3% +$666 0.13% 123
2024
Q1 		$246K Buy
+2,615
New +$230K 0.12% 145

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

Prairie Wealth Advisors's MS Position: Q3 2026 in Review

Prairie Wealth Advisors held its Morgan Stanley (MS) position steady in Q3 2026 at 0 shares worth $980K. The position accounts for 0.21% of the portfolio, ranked #100.

Prairie Wealth Advisors first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Prairie Wealth Advisors held 0 shares of Morgan Stanley worth $980K as of Q3 2026.
  • Prairie Wealth Advisors left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.21% of Prairie Wealth Advisors's portfolio in Q3 2026, its #100 holding.
  • Prairie Wealth Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
  • Prairie Wealth Advisors's Morgan Stanley position peaked at $366K in Q3 2025.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Prairie Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.