Quilter Plc
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Quilter Plc’s Morgan Stanley MS Stock Holding History

Quilter Plc’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 		$241K Sell
1,280
-4,170
-77% -$886K ﹤0.01% 121
2026
Q2 		$1.14M Buy
5,450
+180
+3% +$35.6K 0.02% 95
2026
Q1 		$867K Buy
5,270
+311
+6% +$53.8K 0.02% 97
2025
Q4 		$880K Hold
4,959
– – 0.01% 98
2025
Q3 		$788K Sell
4,959
-4,461
-47% -$659K 0.01% 99
2025
Q2 		$1.33M Buy
9,420
+4,500
+91% +$553K 0.02% 86
2025
Q1 		$574K Sell
4,920
-4,675
-49% -$602K 0.01% 103
2024
Q4 		$1.21M Buy
9,595
+3,580
+60% +$441K 0.02% 87
2024
Q3 		$627K Sell
6,015
-925
-13% -$93.2K 0.01% 102
2024
Q2 		$674K Hold
6,940
– – 0.02% 101
2024
Q1 		$653K Sell
6,940
-115
-2% -$10.1K 0.02% 101
2023
Q4 		$660K Sell
7,055
-1,000
-12% -$80K 0.02% 90
2023
Q3 		$8.04M Hold
8,055
– – 0.03% 99
2023
Q2 		$7.99M Buy
8,055
+965
+14% +$82.5K 0.03% 97
2023
Q1 		$7.04M Sell
7,090
-150
-2% -$14K 0.03% 96
2022
Q4 		$616K Sell
7,240
-140
-2% -$11.9K 0.02% 96
2022
Q3 		$583K Hold
7,380
– – 0.02% 96
2022
Q2 		$561K Hold
7,380
– – 0.02% 100
2022
Q1 		$645K Hold
7,380
– – 0.02% 102
2021
Q4 		$739K Sell
7,380
-2,484
-25% -$247K 0.02% 99
2021
Q3 		$959K Buy
9,864
+3,116
+46% +$309K 0.03% 128
2021
Q2 		$618K Buy
6,748
+10
+0.1% +$857 0.02% 161
2021
Q1 		$523K Sell
6,738
-1,138
-14% -$87.2K 0.02% 194
2020
Q4 		$540K Hold
7,876
– – 0.02% 159
2020
Q3 		$381K Sell
7,876
-678
-8% -$34.2K 0.02% 169
2020
Q2 		$413K Buy
8,554
+720
+9% +$30.2K 0.02% 152
2020
Q1 		$267K Sell
7,834
-1,486
-16% -$70K 0.02% 177
2019
Q4 		$477K Buy
+9,320
New +$441K 0.03% 147

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

Quilter Plc's MS Position: Q3 2026 in Review

Quilter Plc reduced its Morgan Stanley (MS) stake by 77% in Q3 2026, selling an estimated $886K and leaving 1,280 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Quilter Plc first reported a position in MS in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.04M in Q3 2023. 617 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Quilter Plc held 1,280 shares of Morgan Stanley worth $241K as of Q3 2026.
  • Quilter Plc sold 4,170 Morgan Stanley shares in Q3 2026, an estimated $886K.
  • Morgan Stanley made up ﹤0.01% of Quilter Plc's portfolio in Q3 2026, its #121 holding.
  • Quilter Plc first reported a position in Morgan Stanley in Q4 2019 and has held it in 28 quarters since.
  • Quilter Plc's Morgan Stanley position peaked at $8.04M in Q3 2023.
  • 617 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Quilter Plc's 13F filing for Q3 2026, filed 21 Oct 2026.