Thrive Wealth Management
MS icon

Thrive Wealth Management’s Morgan Stanley MS Stock Holding History

Thrive 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 		$469K Buy
2,496
+13
+0.5% +$2.76K 0.06% 135
2026
Q2 		$519K Sell
2,483
-103
-4% -$20.4K 0.07% 133
2026
Q1 		$426K Buy
2,586
+52
+2% +$9K 0.06% 133
2025
Q4 		$450K Buy
2,534
+28
+1% +$4.67K 0.07% 140
2025
Q3 		$398K Buy
2,506
+3
+0.1% +$443 0.06% 147
2025
Q2 		$353K Hold
2,503
– – 0.06% 158
2025
Q1 		$292K Sell
2,503
-270
-10% -$34.8K 0.06% 167
2024
Q4 		$349K Sell
2,773
-20
-0.7% -$2.46K 0.06% 144
2024
Q3 		$291K Sell
2,793
-63
-2% -$6.34K 0.05% 170
2024
Q2 		$278K Buy
2,856
+359
+14% +$34.2K 0.05% 170
2024
Q1 		$235K Buy
2,497
+74
+3% +$6.52K 0.05% 187
2023
Q4 		$226K Sell
2,423
-47
-2% -$3.76K 0.05% 173
2023
Q3 		$202K Sell
2,470
-68
-3% -$5.9K 0.05% 164
2023
Q2 		$217K Buy
+2,538
New +$217K 0.06% 167

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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

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

Thrive Wealth Management increased its Morgan Stanley (MS) stake by 0.52% in Q3 2026, buying an estimated $2.76K and bringing the position to 2,496 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #135.

Thrive Wealth Management first reported a position in MS in Q2 2023 and has held it in 14 quarters since. The position peaked at $519K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Thrive Wealth Management held 2,496 shares of Morgan Stanley worth $469K as of Q3 2026.
  • Thrive Wealth Management bought 13 Morgan Stanley shares in Q3 2026, an estimated $2.76K.
  • Morgan Stanley made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Thrive Wealth Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 14 quarters since.
  • Thrive Wealth Management's Morgan Stanley position peaked at $519K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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