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Tactive Advisors’s Morgan Stanley MS Stock Holding History

Tactive 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 		$571K Sell
3,037
-175
-5% -$37.2K 0.14% 141
2026
Q2 		$671K Sell
3,212
-476
-13% -$94.3K 0.17% 119
2026
Q1 		$607K Buy
3,688
+638
+21% +$110K 0.17% 119
2025
Q4 		$541K Buy
3,050
+70
+2% +$11.7K 0.16% 139
2025
Q3 		$474K Sell
2,980
-32
-1% -$4.72K 0.13% 146
2025
Q2 		$424K Buy
+3,012
New +$370K 0.14% 143
2024
Q1 		$254K Buy
+2,700
New +$238K 0.14% 109

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
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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Tactive Advisors's MS Position: Q3 2026 in Review

Tactive Advisors reduced its Morgan Stanley (MS) stake by 5.4% in Q3 2026, selling an estimated $37.2K and leaving 3,037 shares worth $571K. The position accounts for 0.14% of the portfolio, ranked #141.

Tactive Advisors first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $671K in Q2 2026. 274 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Tactive Advisors held 3,037 shares of Morgan Stanley worth $571K as of Q3 2026.
  • Tactive Advisors sold 175 Morgan Stanley shares in Q3 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.14% of Tactive Advisors's portfolio in Q3 2026, its #141 holding.
  • Tactive Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
  • Tactive Advisors's Morgan Stanley position peaked at $671K in Q2 2026.
  • 274 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.