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Stolper & Co’s Morgan Stanley MS Stock Holding History

Stolper & Co’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 		$4.45M Buy
23,653
+18
+0.1% +$3.82K 1.15% 29
2026
Q2 		$4.94M Buy
23,635
+6,193
+36% +$1.23M 1.28% 28
2026
Q1 		$6.46M Sell
17,442
-7,402
-30% -$1.28M 1.83% 22
2025
Q4 		$4.41M Buy
24,844
+12
+0% +$2K 1.3% 28
2025
Q3 		$3.95M Buy
24,832
+52
+0.2% +$7.68K 1.2% 28
2025
Q2 		$3.49M Buy
24,780
+172
+0.7% +$21.1K 1.15% 30
2025
Q1 		$2.87M Buy
24,608
+85
+0.3% +$11K 0.94% 32
2024
Q4 		$3.08M Sell
24,523
-9
-0% -$1.11K 1.03% 30
2024
Q3 		$2.56M Sell
24,532
-256
-1% -$25.8K 0.84% 34
2024
Q2 		$2.41M Buy
24,788
+210
+0.9% +$20K 0.85% 33
2024
Q1 		$2.31M Buy
24,578
+2,255
+10% +$199K 0.83% 34
2023
Q4 		$2.08M Sell
22,323
-2,282
-9% -$183K 0.84% 32
2023
Q3 		$2.01M Buy
24,605
+662
+3% +$57.5K 0.87% 33
2023
Q2 		$2.04M Buy
23,943
+378
+2% +$32.3K 0.86% 32
2023
Q1 		$2.07M Buy
23,565
+398
+2% +$37.1K 0.89% 34
2022
Q4 		$1.97M Sell
23,167
-4,108
-15% -$350K 0.86% 36
2022
Q3 		$2.16M Buy
27,275
+2,048
+8% +$173K 1.06% 33
2022
Q2 		$1.92M Buy
25,227
+1,387
+6% +$114K 0.9% 39
2022
Q1 		$2.08M Buy
+23,840
New +$2.3M 0.88% 38

Other funds holding MS

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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Stolper & Co's MS Position: Q3 2026 in Review

Stolper & Co increased its Morgan Stanley (MS) stake by 0.08% in Q3 2026, buying an estimated $3.82K and bringing the position to 23,653 shares worth $4.45M. The position accounts for 1.15% of the portfolio, ranked #29.

Stolper & Co first reported a position in MS in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.46M in Q1 2026. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Stolper & Co held 23,653 shares of Morgan Stanley worth $4.45M as of Q3 2026.
  • Stolper & Co bought 18 Morgan Stanley shares in Q3 2026, an estimated $3.82K.
  • Morgan Stanley made up 1.15% of Stolper & Co's portfolio in Q3 2026, its #29 holding.
  • Stolper & Co first reported a position in Morgan Stanley in Q1 2022 and has held it in 19 quarters since.
  • Stolper & Co's Morgan Stanley position peaked at $6.46M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.