Strategic Planning Group’s Morgan Stanley MS Stock Holding History

Strategic Planning Group’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	$12.7M	Sell	67,581 -4,987	-7%	-$1.06M	1.32%	28
2026 Q2	$15.2M	Buy	72,568 +1,929	+3%	+$382K	1.65%	23
2026 Q1	$11.6M	Sell	70,639 -5,029	-7%	-$871K	1.63%	24
2025 Q4	$13.4M	Buy	75,668 +4,256	+6%	+$710K	1.73%	15
2025 Q3	$11.4M	Buy	71,412 +17,380	+32%	+$2.57M	1.53%	19
2025 Q2	$7.61M	Buy	+54,032	New	+$6.64M	1.24%	25

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Strategic Planning Group's MS Position: Q3 2026 in Review

Strategic Planning Group reduced its Morgan Stanley (MS) stake by 6.9% in Q3 2026, selling an estimated $1.06M and leaving 67,581 shares worth $12.7M. The position accounts for 1.32% of the portfolio, ranked #28.

Strategic Planning Group first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.2M in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Strategic Planning Group held 67,581 shares of Morgan Stanley worth $12.7M as of Q3 2026.
Strategic Planning Group sold 4,987 Morgan Stanley shares in Q3 2026, an estimated $1.06M.
Morgan Stanley made up 1.32% of Strategic Planning Group's portfolio in Q3 2026, its #28 holding.
Strategic Planning Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
Strategic Planning Group's Morgan Stanley position peaked at $15.2M in Q2 2026.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.