Teamwork Financial Advisors
MS icon

Teamwork Financial Advisors’s Morgan Stanley MS Stock Holding History

Teamwork Financial 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 		– Sell
-992
Closed -$207K – 216
2026
Q2 		$207K Buy
+992
New +$196K 0.02% 192

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 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

Teamwork Financial Advisors's MS Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 992 shares — an estimated $207K sold.

Teamwork Financial Advisors first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 992 Morgan Stanley shares in Q3 2026, an estimated $207K.
  • Teamwork Financial Advisors first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
  • Teamwork Financial Advisors's Morgan Stanley position peaked at $207K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.