Westwind Capital
MS icon

Westwind Capital’s Morgan Stanley MS Stock Holding History

Westwind Capital’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 		$7.48M Sell
39,766
-3,871
-9% -$822K 1.75% 21
2026
Q2 		$9.12M Buy
+43,637
New +$8.64M 2.16% 20

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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Westwind Capital's MS Position: Q3 2026 in Review

Westwind Capital reduced its Morgan Stanley (MS) stake by 8.9% in Q3 2026, selling an estimated $822K and leaving 39,766 shares worth $7.48M. The position accounts for 1.75% of the portfolio, ranked #21.

Westwind Capital first reported a position in MS in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.12M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Westwind Capital held 39,766 shares of Morgan Stanley worth $7.48M as of Q3 2026.
  • Westwind Capital sold 3,871 Morgan Stanley shares in Q3 2026, an estimated $822K.
  • Morgan Stanley made up 1.75% of Westwind Capital's portfolio in Q3 2026, its #21 holding.
  • Westwind Capital first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • Westwind Capital's Morgan Stanley position peaked at $9.12M in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.