Private Advisor Group
MS icon

Private Advisor Group’s Morgan Stanley MS Stock Holding History

Private Advisor 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 		$2.46K Buy
+300
New +$63.7K ﹤0.01% 3159

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

Private Advisor Group's MS Position: Q3 2026 in Review

Private Advisor Group increased its Morgan Stanley (MS) stake by 43% in Q3 2026, buying an estimated $6.41M and bringing the position to 99,943 shares worth $18.8M. The position accounts for 0.06% of the portfolio, ranked #312.

Private Advisor Group first reported a position in MS in Q4 2013 and has held it in 52 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Private Advisor Group held 99,943 shares of Morgan Stanley worth $18.8M as of Q3 2026.
  • Private Advisor Group bought 30,164 Morgan Stanley shares in Q3 2026, an estimated $6.41M.
  • Morgan Stanley made up 0.06% of Private Advisor Group's portfolio in Q3 2026, its #312 holding.
  • Private Advisor Group first reported a position in Morgan Stanley in Q4 2013 and has held it in 52 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.