Precedent Wealth Partners’s Morgan Stanley MS Stock Holding History

Precedent Wealth 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	$430K	Buy	2,284 +101	+5%	+$21.5K	0.07%	149
2026 Q2	$456K	Buy	2,183 +445	+26%	+$88.1K	0.08%	149
2026 Q1	$286K	Hold	1,738	–	–	0.06%	152
2025 Q4	$309K	Buy	1,738 +86	+5%	+$14.3K	0.06%	149
2025 Q3	$263K	Sell	1,652 -77	-4%	-$11.4K	0.06%	154
2025 Q2	$244K	Hold	1,729	–	–	0.06%	159
2025 Q1	$202K	Sell	1,729 -124	-7%	-$16K	0.06%	154
2024 Q4	$233K	Buy	+1,853	New	+$228K	0.08%	142
2024 Q1	–	Sell	-2,626	Closed	-$245K	–	139
2023 Q4	$245K	Buy	+2,626	New	+$210K	0.12%	122

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Precedent Wealth Partners's MS Position: Q3 2026 in Review

Precedent Wealth Partners increased its Morgan Stanley (MS) stake by 4.6% in Q3 2026, buying an estimated $21.5K and bringing the position to 2,284 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #149.

Precedent Wealth Partners first reported a position in MS in Q4 2023 and has held it in 9 quarters since. The position peaked at $456K in Q2 2026. 652 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Precedent Wealth Partners held 2,284 shares of Morgan Stanley worth $430K as of Q3 2026.
Precedent Wealth Partners bought 101 Morgan Stanley shares in Q3 2026, an estimated $21.5K.
Morgan Stanley made up 0.07% of Precedent Wealth Partners's portfolio in Q3 2026, its #149 holding.
Precedent Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
Precedent Wealth Partners's Morgan Stanley position peaked at $456K in Q2 2026.
652 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.