Premier Path Wealth Partners
MS icon

Premier Path Wealth Partners’s Morgan Stanley MS Stock Holding History

Premier Path 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 		$2.31M Buy
12,290
+165
+1% +$35.1K 0.27% 89
2026
Q2 		$2.53M Buy
12,125
+687
+6% +$136K 0.29% 82
2026
Q1 		$1.88M Buy
11,438
+577
+5% +$100K 0.25% 94
2025
Q4 		$1.93M Buy
10,861
+771
+8% +$129K 0.25% 87
2025
Q3 		$1.6M Buy
10,090
+9
+0.1% +$1.33K 0.21% 104
2025
Q2 		$1.42M Buy
10,081
+554
+6% +$68K 0.2% 120
2025
Q1 		$1.11M Sell
9,527
-545
-5% -$70.2K 0.17% 146
2024
Q4 		$1.27M Sell
10,072
-271
-3% -$33.4K 0.19% 120
2024
Q3 		$1.08M Sell
10,343
-292
-3% -$29.4K 0.17% 150
2024
Q2 		$1.03M Sell
10,635
-2,152
-17% -$205K 0.18% 144
2024
Q1 		$1.2M Sell
12,787
-297
-2% -$26.2K 0.23% 116
2023
Q4 		$1.22M Buy
+13,084
New +$1.05M 0.27% 93

Other funds holding MS

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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

Premier Path Wealth Partners's MS Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Morgan Stanley (MS) stake by 1.4% in Q3 2026, buying an estimated $35.1K and bringing the position to 12,290 shares worth $2.31M. The position accounts for 0.27% of the portfolio, ranked #89.

Premier Path Wealth Partners first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.53M in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Premier Path Wealth Partners held 12,290 shares of Morgan Stanley worth $2.31M as of Q3 2026.
  • Premier Path Wealth Partners bought 165 Morgan Stanley shares in Q3 2026, an estimated $35.1K.
  • Morgan Stanley made up 0.27% of Premier Path Wealth Partners's portfolio in Q3 2026, its #89 holding.
  • Premier Path Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Morgan Stanley position peaked at $2.53M in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.