Quaker Wealth Management
MS icon

Quaker Wealth Management’s Morgan Stanley MS Stock Holding History

Quaker Wealth Management’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 		$9.22K Buy
49
+1
+2% +$212 ﹤0.01% 300
2026
Q2 		$10K Buy
48
+2
+4% +$396 ﹤0.01% 284
2026
Q1 		$7.57K Sell
46
-41
-47% -$7.1K ﹤0.01% 315
2025
Q4 		$15.4K Buy
87
+58
+200% +$9.7K ﹤0.01% 266
2025
Q3 		$4.61K Sell
29
-43
-60% -$6.35K ﹤0.01% 326
2025
Q2 		$10.2K Buy
+72
New +$8.84K ﹤0.01% 289

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
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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Quaker Wealth Management's MS Position: Q3 2026 in Review

Quaker Wealth Management increased its Morgan Stanley (MS) stake by 2.1% in Q3 2026, buying an estimated $212 and bringing the position to 49 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Quaker Wealth Management first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.4K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Quaker Wealth Management held 49 shares of Morgan Stanley worth $9.22K as of Q3 2026.
  • Quaker Wealth Management bought 1 Morgan Stanley share in Q3 2026, an estimated $212.
  • Morgan Stanley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #300 holding.
  • Quaker Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Morgan Stanley position peaked at $15.4K in Q4 2025.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.