Silverlake Wealth Management’s Morgan Stanley MS Stock Holding History

Silverlake 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	$293K	Hold	1,556	–	–	0.05%	302
2026 Q2	$325K	Sell	1,556 -270	-15%	-$53.5K	0.06%	283
2026 Q1	$301K	Sell	1,826 -144	-7%	-$24.9K	0.06%	286
2025 Q4	$350K	Sell	1,970 -123	-6%	-$20.5K	0.08%	245
2025 Q3	$333K	Hold	2,093	–	–	0.08%	240
2025 Q2	$295K	Hold	2,093	–	–	0.09%	242
2025 Q1	$244K	Buy	2,093 +66	+3%	+$8.5K	0.09%	220
2024 Q4	$255K	Hold	2,027	–	–	0.1%	220
2024 Q3	$211K	Buy	+2,027	New	+$204K	0.08%	250
2022 Q2	–	Sell	-2,577	Closed	-$225K	–	222
2022 Q1	$225K	Sell	2,577 -550	-18%	-$53.1K	0.13%	189
2021 Q4	$307K	Buy	+3,127	New	+$311K	0.17%	147

Other funds holding MS

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Silverlake Wealth Management held its Morgan Stanley (MS) position steady in Q3 2026 at 1,556 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #302.

Silverlake Wealth Management first reported a position in MS in Q4 2021 and has held it in 11 quarters since. The position peaked at $350K in Q4 2025. 1,477 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Silverlake Wealth Management held 1,556 shares of Morgan Stanley worth $293K as of Q3 2026.
Silverlake Wealth Management left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.05% of Silverlake Wealth Management's portfolio in Q3 2026, its #302 holding.
Silverlake Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 11 quarters since.
Silverlake Wealth Management's Morgan Stanley position peaked at $350K in Q4 2025.
1,477 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.