Root Financial Partners
MS icon

Root Financial Partners’s Morgan Stanley MS Stock Holding History

Root 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 		$1.17M Buy
6,226
+2,976
+92% +$632K 0.04% 114
2026
Q2 		$679K Buy
3,250
+542
+20% +$107K 0.03% 158
2026
Q1 		$446K Sell
2,708
-349
-11% -$60.4K 0.02% 187
2025
Q4 		$543K Buy
3,057
+283
+10% +$47.2K 0.03% 149
2025
Q3 		$441K Buy
2,774
+142
+5% +$21K 0.03% 163
2025
Q2 		$371K Buy
+2,632
New +$323K 0.04% 159

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Root Financial Partners increased its Morgan Stanley (MS) stake by 92% in Q3 2026, buying an estimated $632K and bringing the position to 6,226 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #114.

Root Financial Partners first reported a position in MS in Q2 2025 and has held it in 6 quarters since. 1,060 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Root Financial Partners held 6,226 shares of Morgan Stanley worth $1.17M as of Q3 2026.
  • Root Financial Partners bought 2,976 Morgan Stanley shares in Q3 2026, an estimated $632K.
  • Morgan Stanley made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #114 holding.
  • Root Financial Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • 1,060 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.