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Three Bearings Fiduciary Advisors’s Morgan Stanley MS Stock Holding History

Three Bearings Fiduciary 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
Q2 		$3.14K Hold
15
– – ﹤0.01% 184
2026
Q1 		$2.47K Hold
15
– – ﹤0.01% 199
2025
Q4 		$2.76K Buy
+15
New +$2.5K ﹤0.01% 202

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Three Bearings Fiduciary Advisors's MS Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 15 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Three Bearings Fiduciary Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 15 shares of Morgan Stanley worth $3.14K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #184 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.