Tanager Wealth Management
MS icon

Tanager Wealth Management’s Morgan Stanley MS Stock Holding History

Tanager Wealth Management’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 		$698K Buy
3,709
+421
+13% +$89.5K 0.06% 78
2026
Q2 		$687K Buy
3,288
+185
+6% +$36.6K 0.06% 79
2026
Q1 		$511K Buy
3,103
+203
+7% +$35.1K 0.05% 82
2025
Q4 		$515K Buy
2,900
+121
+4% +$20.2K 0.05% 77
2025
Q3 		$442K Buy
2,779
+114
+4% +$16.8K 0.05% 81
2025
Q2 		$375K Sell
2,665
-23
-0.9% -$2.82K 0.04% 87
2025
Q1 		$314K Buy
2,688
+231
+9% +$29.8K 0.04% 91
2024
Q4 		$309K Sell
2,457
-1,771
-42% -$218K 0.04% 85
2024
Q3 		$441K Buy
4,228
+378
+10% +$38.1K 0.06% 69
2024
Q2 		$374K Buy
3,850
+56
+1% +$5.33K 0.06% 68
2024
Q1 		$357K Buy
+3,794
New +$334K 0.06% 66
2023
Q4 		– Sell
-4,804
Closed -$392K – 84
2023
Q3 		$392K Buy
4,804
+52
+1% +$4.52K 0.08% 56
2023
Q2 		$406K Buy
4,752
+118
+3% +$10.1K 0.09% 58
2023
Q1 		$407K Sell
4,634
-269
-5% -$25.1K 0.1% 51
2022
Q4 		$417K Buy
+4,903
New +$418K 0.11% 50
2022
Q3 		– Sell
-3,945
Closed -$300K – 47
2022
Q2 		$300K Hold
3,945
– – 0.25% 32
2022
Q1 		$345K Buy
3,945
+1,044
+36% +$101K 0.26% 29
2021
Q4 		$285K Buy
+2,901
New +$289K 0.22% 30

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tanager Wealth Management's MS Position: Q3 2026 in Review

Tanager Wealth Management increased its Morgan Stanley (MS) stake by 13% in Q3 2026, buying an estimated $89.5K and bringing the position to 3,709 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #78.

Tanager Wealth Management first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Tanager Wealth Management held 3,709 shares of Morgan Stanley worth $698K as of Q3 2026.
  • Tanager Wealth Management bought 421 Morgan Stanley shares in Q3 2026, an estimated $89.5K.
  • Morgan Stanley made up 0.06% of Tanager Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Tanager Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.