Valley Wealth Managers
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Valley Wealth Managers’s Morgan Stanley MS Stock Holding History

Valley Wealth Managers’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 		$31.4M Buy
167,020
+790
+0.5% +$168K 1.79% 11
2026
Q2 		$34.7M Buy
166,230
+255
+0.2% +$50.5K 2.01% 11
2026
Q1 		$27.3M Sell
165,975
-27,722
-14% -$4.8M 1.76% 14
2025
Q4 		$34.4M Sell
193,697
-1,801
-0.9% -$300K 2.2% 7
2025
Q3 		$31.1M Sell
195,498
-2,898
-1% -$428K 2.05% 8
2025
Q2 		$27.9M Sell
198,396
-4,050
-2% -$497K 2.01% 7
2025
Q1 		$23.6M Sell
202,446
-6,527
-3% -$841K 1.79% 15
2024
Q4 		$26.3M Sell
208,973
-13,545
-6% -$1.67M 1.96% 9
2024
Q3 		$23.2M Sell
222,518
-1,279
-0.6% -$129K 1.72% 14
2024
Q2 		$21.8M Sell
223,797
-14,787
-6% -$1.41M 1.73% 11
2024
Q1 		$22.5M Sell
238,584
-4,425
-2% -$390K 1.69% 17
2023
Q4 		$22.7M Buy
243,009
+2,219
+0.9% +$178K 1.77% 9
2023
Q3 		$19.7M Buy
240,790
+42,979
+22% +$3.73M 1.64% 17
2023
Q2 		$16.9M Sell
197,811
-1,742
-0.9% -$149K 1.52% 31
2023
Q1 		$17.5M Sell
199,553
-11,626
-6% -$1.09M 1.59% 28
2022
Q4 		$18M Sell
211,179
-2,648
-1% -$226K 1.67% 26
2022
Q3 		$16.9M Sell
213,827
-1,851
-0.9% -$156K 1.69% 21
2022
Q2 		$16.4M Buy
215,678
+4,707
+2% +$386K 1.54% 28
2022
Q1 		$18.4M Sell
210,971
-18,106
-8% -$1.75M 1.54% 27
2021
Q4 		$22.5M Sell
229,077
-8,055
-3% -$802K 1.8% 12
2021
Q3 		$23.1M Sell
237,132
-15,429
-6% -$1.53M 2.01% 7
2021
Q2 		$23.2M Sell
252,561
-15,912
-6% -$1.36M 1.96% 5
2021
Q1 		$20.8M Sell
268,473
-13,916
-5% -$1.07M 1.87% 15
2020
Q4 		$19.4M Buy
+282,389
New +$16.2M 1.89% 14

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

Valley Wealth Managers's MS Position: Q3 2026 in Review

Valley Wealth Managers increased its Morgan Stanley (MS) stake by 0.48% in Q3 2026, buying an estimated $168K and bringing the position to 167,020 shares worth $31.4M. The position accounts for 1.79% of the portfolio, ranked #11.

Valley Wealth Managers first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $34.7M in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Valley Wealth Managers held 167,020 shares of Morgan Stanley worth $31.4M as of Q3 2026.
  • Valley Wealth Managers bought 790 Morgan Stanley shares in Q3 2026, an estimated $168K.
  • Morgan Stanley made up 1.79% of Valley Wealth Managers's portfolio in Q3 2026, its #11 holding.
  • Valley Wealth Managers first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • Valley Wealth Managers's Morgan Stanley position peaked at $34.7M in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.