Silvia McColl Wealth Management’s Morgan Stanley MS Stock Holding History

Silvia McColl 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	$710K	Hold	3,777	–	–	0.43%	55
2026 Q2	$790K	Hold	3,777	–	–	0.48%	51
2026 Q1	$622K	Hold	3,777	–	–	0.41%	57
2025 Q4	$671K	Sell	3,777 -104	-3%	-$17.3K	0.45%	51
2025 Q3	$617K	Sell	3,881 -190	-5%	-$28.1K	0.42%	55
2025 Q2	$573K	Hold	4,071	–	–	0.42%	58
2025 Q1	$475K	Sell	4,071 -488	-11%	-$62.9K	0.36%	65
2024 Q4	$573K	Sell	4,559 -263	-5%	-$32.4K	0.43%	54
2024 Q3	$503K	Sell	4,822 -243	-5%	-$24.5K	0.38%	62
2024 Q2	$492K	Sell	5,065 -250	-5%	-$23.8K	0.41%	56
2024 Q1	$487K	Hold	5,315	–	–	0.42%	59
2023 Q4	$496K	Hold	5,315	–	–	0.45%	52
2023 Q3	$434K	Hold	5,315	–	–	0.43%	56
2023 Q2	$454K	Hold	5,315	–	–	0.42%	57
2023 Q1	$467K	Sell	5,315 -410	-7%	-$38.3K	0.46%	55
2022 Q4	$487K	Buy	+5,725	New	+$488K	0.48%	55

Other funds holding MS

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Silvia McColl Wealth Management's MS Position: Q3 2026 in Review

Silvia McColl Wealth Management held its Morgan Stanley (MS) position steady in Q3 2026 at 3,777 shares worth $710K. The position accounts for 0.43% of the portfolio, ranked #55.

Silvia McColl Wealth Management first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $790K in Q2 2026. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Silvia McColl Wealth Management held 3,777 shares of Morgan Stanley worth $710K as of Q3 2026.
Silvia McColl Wealth Management left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.43% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #55 holding.
Silvia McColl Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
Silvia McColl Wealth Management's Morgan Stanley position peaked at $790K in Q2 2026.
83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.