Quantum Financial Partners
MS icon

Quantum Financial Partners’s Morgan Stanley MS Stock Holding History

Quantum Financial Partners’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 		$244K Sell
1,296
-929
-42% -$197K 0.13% 135
2026
Q2 		$465K Buy
+2,225
New +$441K 0.24% 82

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
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

Quantum Financial Partners's MS Position: Q3 2026 in Review

Quantum Financial Partners reduced its Morgan Stanley (MS) stake by 42% in Q3 2026, selling an estimated $197K and leaving 1,296 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #135.

Quantum Financial Partners first reported a position in MS in Q2 2026 and has held it in 2 quarters since. The position peaked at $465K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Quantum Financial Partners held 1,296 shares of Morgan Stanley worth $244K as of Q3 2026.
  • Quantum Financial Partners sold 929 Morgan Stanley shares in Q3 2026, an estimated $197K.
  • Morgan Stanley made up 0.13% of Quantum Financial Partners's portfolio in Q3 2026, its #135 holding.
  • Quantum Financial Partners first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Morgan Stanley position peaked at $465K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.