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Strategic Advisors’s Morgan Stanley MS Stock Holding History

Strategic Advisors’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 		$732K Buy
3,891
+4
+0.1% +$850 0.15% 92
2026
Q2 		$813K Sell
3,887
-14,057
-78% -$2.78M 0.18% 89
2026
Q1 		$2.95M Buy
17,944
+1
+0% +$173 0.49% 47
2025
Q4 		$3.19M Buy
17,943
+35
+0.2% +$5.84K 0.5% 48
2025
Q3 		$2.85M Buy
17,908
+33
+0.2% +$4.87K 0.46% 54
2025
Q2 		$2.52M Buy
17,875
+227
+1% +$27.9K 0.5% 45
2025
Q1 		$2.06M Sell
17,648
-426
-2% -$54.9K 0.4% 50
2024
Q4 		$2.27M Buy
18,074
+1,690
+10% +$208K 0.41% 51
2024
Q3 		$1.71M Buy
16,384
+6
+0% +$604 0.32% 73
2024
Q2 		$1.59M Sell
16,378
-100
-0.6% -$9.5K 0.31% 70
2024
Q1 		$1.55M Sell
16,478
-293
-2% -$25.8K 0.31% 74
2023
Q4 		$1.56M Sell
16,771
-141
-0.8% -$11.3K 0.3% 74
2023
Q3 		$1.38M Buy
16,912
+8
+0% +$695 0.27% 78
2023
Q2 		$1.44M Buy
16,904
+7
+0% +$599 0.28% 74
2023
Q1 		$1.48M Buy
16,897
+6
+0% +$560 0.3% 70
2022
Q4 		$1.44M Buy
16,891
+7
+0% +$597 0.32% 70
2022
Q3 		$1.33M Buy
16,884
+174
+1% +$14.7K 0.3% 77
2022
Q2 		$1.27M Buy
16,710
+6
+0% +$491 0.27% 81
2022
Q1 		$1.46M Buy
+16,704
New +$1.61M 0.25% 82

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Strategic Advisors's MS Position: Q3 2026 in Review

Strategic Advisors increased its Morgan Stanley (MS) stake by 0.1% in Q3 2026, buying an estimated $850 and bringing the position to 3,891 shares worth $732K. The position accounts for 0.15% of the portfolio, ranked #92.

Strategic Advisors first reported a position in MS in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.19M in Q4 2025. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Strategic Advisors held 3,891 shares of Morgan Stanley worth $732K as of Q3 2026.
  • Strategic Advisors bought 4 Morgan Stanley shares in Q3 2026, an estimated $850.
  • Morgan Stanley made up 0.15% of Strategic Advisors's portfolio in Q3 2026, its #92 holding.
  • Strategic Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 19 quarters since.
  • Strategic Advisors's Morgan Stanley position peaked at $3.19M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.