StackStone Wealth’s Morgan Stanley MS Stock Holding History

StackStone Wealth’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	$7.97M	Buy	+42,377	New	+$9M	0.79%	34

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

StackStone Wealth's MS Position: Q3 2026 in Review

StackStone Wealth opened a new position in Morgan Stanley (MS) in Q3 2026: 42,377 shares worth $7.97M. The stake represents 0.79% of the portfolio and ranks #34 among its holdings.

1,050 funds tracked by Wall St. Rank hold MS as of Q3 2026.

StackStone Wealth held 42,377 shares of Morgan Stanley worth $7.97M as of Q3 2026.
Morgan Stanley was a new StackStone Wealth position in Q3 2026.
Morgan Stanley made up 0.79% of StackStone Wealth's portfolio in Q3 2026, its #34 holding.
1,050 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.