Register Financial Advisors
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Register Financial Advisors’s Morgan Stanley MS Stock Holding History

Register Financial Advisors’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 		$911K Sell
4,844
-90
-2% -$19.1K 0.28% 89
2026
Q2 		$1.03M Buy
4,934
+1
+0% +$198 0.32% 86
2026
Q1 		$812K Sell
4,933
-43
-0.9% -$7.44K 0.3% 87
2025
Q4 		$883K Buy
4,976
+82
+2% +$13.7K 0.34% 82
2025
Q3 		$778K Sell
4,894
-38
-0.8% -$5.61K 0.31% 84
2025
Q2 		$695K Buy
4,932
+86
+2% +$10.6K 0.3% 87
2025
Q1 		$565K Buy
4,846
+2
+0% +$258 0.29% 85
2024
Q4 		$609K Sell
4,844
-98
-2% -$12.1K 0.31% 83
2024
Q3 		$515K Buy
4,942
+3
+0.1% +$302 0.26% 95
2024
Q2 		$480K Buy
4,939
+3
+0.1% +$286 0.24% 101
2024
Q1 		$465K Buy
4,936
+918
+23% +$80.8K 0.24% 100
2023
Q4 		$375K Buy
4,018
+2,804
+231% +$224K 0.25% 98
2023
Q3 		$99.2K Buy
1,214
+25
+2% +$2.17K 0.07% 193
2023
Q2 		$102K Buy
1,189
+650
+121% +$55.6K 0.07% 199
2023
Q1 		$47.3K Sell
539
-755
-58% -$70.5K 0.04% 256
2022
Q4 		$110K Buy
+1,294
New +$110K 0.07% 228

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

Register Financial Advisors's MS Position: Q3 2026 in Review

Register Financial Advisors reduced its Morgan Stanley (MS) stake by 1.8% in Q3 2026, selling an estimated $19.1K and leaving 4,844 shares worth $911K. The position accounts for 0.28% of the portfolio, ranked #89.

Register Financial Advisors first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Register Financial Advisors held 4,844 shares of Morgan Stanley worth $911K as of Q3 2026.
  • Register Financial Advisors sold 90 Morgan Stanley shares in Q3 2026, an estimated $19.1K.
  • Morgan Stanley made up 0.28% of Register Financial Advisors's portfolio in Q3 2026, its #89 holding.
  • Register Financial Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's Morgan Stanley position peaked at $1.03M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.