Purpose Unlimited Inc
MS icon

Purpose Unlimited Inc’s Morgan Stanley MS Stock Holding History

Purpose Unlimited Inc’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 		$28.8K Hold
153
– – ﹤0.01% 348
2026
Q2 		$32K Sell
153
-22
-13% -$4.36K ﹤0.01% 363
2026
Q1 		$28.8K Buy
175
+34
+24% +$5.89K ﹤0.01% 349
2025
Q4 		$25K Buy
+141
New +$23.5K ﹤0.01% 261

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Fisher Asset Management
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Fidelity Investments
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
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Invesco
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Purpose Unlimited Inc's MS Position: Q3 2026 in Review

Purpose Unlimited Inc held its Morgan Stanley (MS) position steady in Q3 2026 at 153 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Purpose Unlimited Inc first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $32K in Q2 2026. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Purpose Unlimited Inc held 153 shares of Morgan Stanley worth $28.8K as of Q3 2026.
  • Purpose Unlimited Inc left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q3 2026, its #348 holding.
  • Purpose Unlimited Inc first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Purpose Unlimited Inc's Morgan Stanley position peaked at $32K in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Purpose Unlimited Inc's 13F filing for Q3 2026, filed 12 Nov 2026.