Secure Asset Management
MS icon

Secure Asset Management’s Morgan Stanley MS Stock Holding History

Secure Asset 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 		$607K Buy
3,226
+617
+24% +$131K 0.08% 175
2026
Q2 		$545K Buy
2,609
+329
+14% +$65.2K 0.08% 178
2026
Q1 		$375K Buy
2,280
+462
+25% +$80K 0.06% 215
2025
Q4 		$323K Buy
1,818
+130
+8% +$21.7K 0.05% 257
2025
Q3 		$265K Buy
1,688
+73
+5% +$10.8K 0.04% 265
2025
Q2 		$227K Sell
1,615
-118
-7% -$14.5K 0.04% 288
2025
Q1 		$202K Buy
+1,733
New +$223K 0.04% 299

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

Secure Asset Management's MS Position: Q3 2026 in Review

Secure Asset Management increased its Morgan Stanley (MS) stake by 24% in Q3 2026, buying an estimated $131K and bringing the position to 3,226 shares worth $607K. The position accounts for 0.08% of the portfolio, ranked #175.

Secure Asset Management first reported a position in MS in Q1 2025 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Secure Asset Management held 3,226 shares of Morgan Stanley worth $607K as of Q3 2026.
  • Secure Asset Management bought 617 Morgan Stanley shares in Q3 2026, an estimated $131K.
  • Morgan Stanley made up 0.08% of Secure Asset Management's portfolio in Q3 2026, its #175 holding.
  • Secure Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • 641 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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