Summit Wealth Group (Colorado)
MS icon

Summit Wealth Group (Colorado)’s Morgan Stanley MS Stock Holding History

Summit Wealth Group (Colorado)’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 		$460K Buy
2,448
+153
+7% +$32.5K 0.03% 277
2026
Q2 		$480K Buy
2,295
+775
+51% +$153K 0.04% 223
2026
Q1 		$250K Buy
+1,520
New +$263K 0.03% 287
2025
Q4 		– Sell
-7,198
Closed -$588K – 482
2025
Q3 		$588K Buy
+7,198
New +$1.06M 0.06% 244

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MS Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Morgan Stanley (MS) stake by 6.7% in Q3 2026, buying an estimated $32.5K and bringing the position to 2,448 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #277.

Summit Wealth Group (Colorado) first reported a position in MS in Q3 2025 and has held it in 4 quarters since. The position peaked at $588K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Summit Wealth Group (Colorado) held 2,448 shares of Morgan Stanley worth $460K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 153 Morgan Stanley shares in Q3 2026, an estimated $32.5K.
  • Morgan Stanley made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #277 holding.
  • Summit Wealth Group (Colorado) first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Morgan Stanley position peaked at $588K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.