Sagespring Wealth Partners’s Morgan Stanley MS Stock Holding History

Sagespring Wealth 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	$4.64M	Buy	24,689 +1,458	+6%	+$310K	0.07%	137
2026 Q2	$4.86M	Buy	23,231 +851	+4%	+$169K	0.07%	132
2026 Q1	$3.68M	Buy	22,380 +886	+4%	+$153K	0.07%	139
2025 Q4	$3.82M	Buy	21,494 +1,569	+8%	+$262K	0.07%	135
2025 Q3	$3.17M	Buy	19,925 +414	+2%	+$61.1K	0.06%	145
2025 Q2	$2.75M	Buy	19,511 +3,502	+22%	+$430K	0.06%	147
2025 Q1	$1.87M	Buy	16,009 +2,964	+23%	+$382K	0.05%	163
2024 Q4	$1.64M	Buy	+13,045	New	+$1.61M	0.04%	161

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sagespring Wealth Partners's MS Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Morgan Stanley (MS) stake by 6.3% in Q3 2026, buying an estimated $310K and bringing the position to 24,689 shares worth $4.64M. The position accounts for 0.07% of the portfolio, ranked #137.

Sagespring Wealth Partners first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Sagespring Wealth Partners held 24,689 shares of Morgan Stanley worth $4.64M as of Q3 2026.
Sagespring Wealth Partners bought 1,458 Morgan Stanley shares in Q3 2026, an estimated $310K.
Morgan Stanley made up 0.07% of Sagespring Wealth Partners's portfolio in Q3 2026, its #137 holding.
Sagespring Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Morgan Stanley position peaked at $4.86M in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.