Smithbridge Asset Management
MS icon

Smithbridge Asset Management’s Morgan Stanley MS Stock Holding History

Smithbridge 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 		$203K Hold
1,080
– – 0.03% 186
2026
Q2 		$226K Buy
+1,080
New +$214K 0.03% 182
2026
Q1 		– Sell
-2,160
Closed -$383K – 193
2025
Q4 		$383K Buy
+2,160
New +$360K 0.03% 153

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

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

Smithbridge Asset Management held its Morgan Stanley (MS) position steady in Q3 2026 at 1,080 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #186.

Smithbridge Asset Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $383K in Q4 2025. 576 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Smithbridge Asset Management held 1,080 shares of Morgan Stanley worth $203K as of Q3 2026.
  • Smithbridge Asset Management left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.03% of Smithbridge Asset Management's portfolio in Q3 2026, its #186 holding.
  • Smithbridge Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Smithbridge Asset Management's Morgan Stanley position peaked at $383K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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