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

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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. 577 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.
  • 577 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.