Walker Asset Management
MS icon

Walker Asset Management’s Morgan Stanley MS Stock Holding History

Walker Asset 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 		$233K Buy
1,241
+4
+0.3% +$850 0.12% 136
2026
Q2 		$259K Buy
1,237
+4
+0.3% +$792 0.13% 129
2026
Q1 		$203K Buy
1,233
+4
+0.3% +$693 0.11% 139
2025
Q4 		$218K Buy
+1,229
New +$205K 0.12% 129

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Cardano Risk Management
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Wealth Enhancement Advisory Services
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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

Walker Asset Management's MS Position: Q3 2026 in Review

Walker Asset Management increased its Morgan Stanley (MS) stake by 0.32% in Q3 2026, buying an estimated $850 and bringing the position to 1,241 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #136.

Walker Asset Management first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $259K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Walker Asset Management held 1,241 shares of Morgan Stanley worth $233K as of Q3 2026.
  • Walker Asset Management bought 4 Morgan Stanley shares in Q3 2026, an estimated $850.
  • Morgan Stanley made up 0.12% of Walker Asset Management's portfolio in Q3 2026, its #136 holding.
  • Walker Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Walker Asset Management's Morgan Stanley position peaked at $259K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.