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Semus Wealth Partners’s Morgan Stanley MS Stock Holding History

Semus 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 		– Sell
-1,083
Closed -$226K – 115
2026
Q2 		$226K Buy
+1,083
New +$214K 0.11% 100
2026
Q1 		– Sell
-1,137
Closed -$202K – 118
2025
Q4 		$202K Buy
+1,137
New +$190K 0.11% 105

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Semus Wealth Partners sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,083 shares — an estimated $226K sold.

Semus Wealth Partners first reported a position in MS in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Semus Wealth Partners reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Semus Wealth Partners sold 1,083 Morgan Stanley shares in Q3 2026, an estimated $226K.
  • Semus Wealth Partners first reported a position in Morgan Stanley in Q4 2025 and held it in 2 quarters.
  • Semus Wealth Partners's Morgan Stanley position peaked at $226K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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