Prospera Financial Services
MS icon

Prospera Financial Services’s Morgan Stanley MS Stock Holding History

Prospera Financial Services’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 		$5.54M Buy
30,069
+11,933
+66% +$2.54M 0.07% 306
2026
Q2 		$3.79M Sell
18,136
-4,743
-21% -$939K 0.06% 352
2026
Q1 		$3.77M Buy
22,879
+7,120
+45% +$1.23M 0.06% 332
2025
Q4 		$2.8M Buy
15,759
+1,193
+8% +$199K 0.05% 397
2025
Q3 		$2.32M Sell
14,566
-10,521
-42% -$1.55M 0.04% 441
2025
Q2 		$3.53M Buy
25,087
+10,214
+69% +$1.25M 0.07% 308
2025
Q1 		$1.74M Buy
14,873
+3,640
+32% +$469K 0.04% 419
2024
Q4 		$1.41M Sell
11,233
-9,705
-46% -$1.2M 0.03% 450
2024
Q3 		$2.18M Buy
20,938
+183
+0.9% +$18.4K 0.06% 320
2024
Q2 		$2.02M Buy
20,755
+119
+0.6% +$11.3K 0.06% 335
2024
Q1 		$1.94M Buy
20,636
+259
+1% +$22.8K 0.06% 333
2023
Q4 		$1.9M Sell
20,377
-160
-0.8% -$12.8K 0.06% 319
2023
Q3 		$1.68M Buy
20,537
+2,474
+14% +$215K 0.06% 299
2023
Q2 		$1.54M Buy
18,063
+866
+5% +$74.1K 0.06% 312
2023
Q1 		$1.51M Sell
17,197
-68,269
-80% -$6.37M 0.06% 313
2022
Q4 		$7.27M Buy
85,466
+157
+0.2% +$13.4K 0.36% 66
2022
Q3 		$6.74M Buy
85,309
+326
+0.4% +$27.5K 0.35% 55
2022
Q2 		$6.46M Sell
84,983
-394
-0.5% -$32.3K 0.33% 59
2022
Q1 		$7.46M Sell
85,377
-4,263
-5% -$411K 0.31% 56
2021
Q4 		$8.8M Buy
89,640
+1,553
+2% +$155K 0.38% 44
2021
Q3 		$8.57M Sell
88,087
-10,328
-10% -$1.02M 0.43% 32
2021
Q2 		$9.02M Buy
98,415
+88,842
+928% +$7.62M 0.45% 31
2021
Q1 		$742K Buy
+9,573
New +$734K 0.04% 399
2020
Q4 		– Sell
-1,948
Closed -$94K – 1225
2020
Q3 		$94K Buy
+1,948
New +$98.1K 0.04% 422

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

Prospera Financial Services's MS Position: Q3 2026 in Review

Prospera Financial Services increased its Morgan Stanley (MS) stake by 66% in Q3 2026, buying an estimated $2.54M and bringing the position to 30,069 shares worth $5.54M. The position accounts for 0.07% of the portfolio, ranked #306.

Prospera Financial Services first reported a position in MS in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.02M in Q2 2021. 1,809 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Prospera Financial Services held 30,069 shares of Morgan Stanley worth $5.54M as of Q3 2026.
  • Prospera Financial Services bought 11,933 Morgan Stanley shares in Q3 2026, an estimated $2.54M.
  • Morgan Stanley made up 0.07% of Prospera Financial Services's portfolio in Q3 2026, its #306 holding.
  • Prospera Financial Services first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's Morgan Stanley position peaked at $9.02M in Q2 2021.
  • 1,809 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.