Toth Financial Advisory’s Morgan Stanley MS Stock Holding History

Toth Financial Advisory’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	$8.84K	Buy	+47	New	+$9.99K	﹤0.01%	598
2026 Q2	–	Sell	-35	Closed	-$5.76K	–	958
2026 Q1	$5.76K	Hold	35	–	–	﹤0.01%	624
2025 Q4	$6.21K	Buy	+35	New	+$5.84K	﹤0.01%	614
2023 Q2	–	Sell	-48	Closed	-$4.21K	–	849
2023 Q1	$4.21K	Buy	+48	New	+$4.48K	﹤0.01%	563
2022 Q4	–	Sell	-20	Closed	-$2K	–	781
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	644
2022 Q2	$2K	Buy	+20	New	+$1.64K	﹤0.01%	602

Other funds holding MS

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Toth Financial Advisory's MS Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Morgan Stanley (MS) in Q3 2026: 47 shares worth $8.84K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in MS as recently as Q1 2026.

Toth Financial Advisory first reported a position in MS in Q2 2022 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Toth Financial Advisory held 47 shares of Morgan Stanley worth $8.84K as of Q3 2026.
Morgan Stanley was a new Toth Financial Advisory position in Q3 2026.
Morgan Stanley made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #598 holding.
Toth Financial Advisory first reported a position in Morgan Stanley in Q2 2022 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.