PUREfi Wealth
MS icon

PUREfi Wealth’s Morgan Stanley MS Stock Holding History

PUREfi Wealth’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 		$363K Buy
1,932
+661
+52% +$140K 0.17% 147
2026
Q2 		$266K Buy
+1,271
New +$252K 0.15% 167
2025
Q1 		– Sell
-4,273
Closed -$537K – 163
2024
Q4 		$537K Buy
+4,273
New +$526K 0.53% 47

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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

PUREfi Wealth's MS Position: Q3 2026 in Review

PUREfi Wealth increased its Morgan Stanley (MS) stake by 52% in Q3 2026, buying an estimated $140K and bringing the position to 1,932 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #147.

PUREfi Wealth first reported a position in MS in Q4 2024 and has held it in 3 quarters since. The position peaked at $537K in Q4 2024. 617 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • PUREfi Wealth held 1,932 shares of Morgan Stanley worth $363K as of Q3 2026.
  • PUREfi Wealth bought 661 Morgan Stanley shares in Q3 2026, an estimated $140K.
  • Morgan Stanley made up 0.17% of PUREfi Wealth's portfolio in Q3 2026, its #147 holding.
  • PUREfi Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 3 quarters since.
  • PUREfi Wealth's Morgan Stanley position peaked at $537K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.