Regatta Capital Group
MS icon

Regatta Capital Group’s Morgan Stanley MS Stock Holding History

Regatta Capital Group’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 		$253K Buy
1,346
+75
+6% +$15.9K 0.03% 199
2026
Q2 		$266K Hold
1,271
– – 0.04% 190
2026
Q1 		$209K Hold
1,271
– – 0.03% 204
2025
Q4 		$226K Hold
1,271
– – 0.03% 193
2025
Q3 		$202K Buy
+1,271
New +$188K 0.03% 208

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Fisher Asset Management
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Bank of New York Mellon
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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

Regatta Capital Group's MS Position: Q3 2026 in Review

Regatta Capital Group increased its Morgan Stanley (MS) stake by 5.9% in Q3 2026, buying an estimated $15.9K and bringing the position to 1,346 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #199.

Regatta Capital Group first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $266K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Regatta Capital Group held 1,346 shares of Morgan Stanley worth $253K as of Q3 2026.
  • Regatta Capital Group bought 75 Morgan Stanley shares in Q3 2026, an estimated $15.9K.
  • Morgan Stanley made up 0.03% of Regatta Capital Group's portfolio in Q3 2026, its #199 holding.
  • Regatta Capital Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • Regatta Capital Group's Morgan Stanley position peaked at $266K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.