SWM
MS icon

Sculati Wealth Management’s Morgan Stanley MS Stock Holding History

Sculati Wealth Management’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 		$5.71M Sell
30,072
-183
-0.6% -$38.9K 1.87% 15
2026
Q2 		$6.52M Sell
30,255
-542
-2% -$107K 2.17% 13
2026
Q1 		$5.07M Sell
30,797
-349
-1% -$60.4K 1.87% 14
2025
Q4 		$5.53M Buy
31,146
+168
+0.5% +$28K 1.95% 14
2025
Q3 		$4.92M Sell
30,978
-194
-0.6% -$28.6K 1.74% 16
2025
Q2 		$4.39M Sell
31,172
-564
-2% -$69.3K 1.65% 15
2025
Q1 		$3.7M Sell
31,736
-1,038
-3% -$134K 1.5% 15
2024
Q4 		$4.12M Sell
32,774
-1,063
-3% -$131K 1.63% 16
2024
Q3 		$3.53M Sell
33,837
-521
-2% -$52.5K 1.41% 18
2024
Q2 		$3.34M Sell
34,358
-655
-2% -$62.4K 1.43% 18
2024
Q1 		$3.3M Sell
35,013
-1,402
-4% -$123K 1.42% 20
2023
Q4 		$3.4M Sell
36,415
-35
-0.1% -$2.8K 1.58% 16
2023
Q3 		$2.98M Sell
36,450
-112
-0.3% -$9.7K 1.52% 17
2023
Q2 		$3.12M Sell
36,562
-430
-1% -$36.8K 1.57% 13
2023
Q1 		$3.25M Sell
36,992
-375
-1% -$35K 1.72% 12
2022
Q4 		$3.18M Sell
37,367
-1,600
-4% -$136K 1.79% 12
2022
Q3 		$3.08M Buy
38,967
+2,341
+6% +$197K 1.82% 11
2022
Q2 		$2.79M Buy
36,626
+155
+0.4% +$12.7K 1.59% 14
2022
Q1 		$3.19M Buy
36,471
+315
+0.9% +$30.4K 1.56% 14
2021
Q4 		$3.55M Buy
36,156
+328
+0.9% +$32.7K 1.72% 12
2021
Q3 		$3.49M Sell
35,828
-620
-2% -$61.4K 1.85% 11
2021
Q2 		$3.34M Sell
36,448
-75
-0.2% -$6.43K 1.77% 11
2021
Q1 		$2.84M Sell
36,523
-41
-0.1% -$3.14K 1.63% 14
2020
Q4 		$2.51M Buy
36,564
+150
+0.4% +$8.61K 1.65% 16
2020
Q3 		$1.76M Buy
36,414
+1,950
+6% +$98.2K 1.32% 25
2020
Q2 		$1.66M Buy
34,464
+147
+0.4% +$6.17K 1.4% 27
2020
Q1 		$1.17M Buy
34,317
+2,186
+7% +$103K 1.28% 27
2019
Q4 		$1.64M Buy
+32,131
New +$1.52M 1.47% 20

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

Sculati Wealth Management's MS Position: Q3 2026 in Review

Sculati Wealth Management reduced its Morgan Stanley (MS) stake by 0.6% in Q3 2026, selling an estimated $38.9K and leaving 30,072 shares worth $5.71M. The position accounts for 1.87% of the portfolio, ranked #15.

Sculati Wealth Management first reported a position in MS in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.52M in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Sculati Wealth Management held 30,072 shares of Morgan Stanley worth $5.71M as of Q3 2026.
  • Sculati Wealth Management sold 183 Morgan Stanley shares in Q3 2026, an estimated $38.9K.
  • Morgan Stanley made up 1.87% of Sculati Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Sculati Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 28 quarters since.
  • Sculati Wealth Management's Morgan Stanley position peaked at $6.52M in Q2 2026.
  • 571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.