WWM
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Whalen Wealth Management’s Morgan Stanley MS Stock Holding History

Whalen 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 		$745K Sell
3,959
-1,661
-30% -$353K 0.32% 86
2026
Q2 		$1.17M Sell
5,620
-917
-14% -$182K 0.53% 60
2026
Q1 		$1.08M Buy
6,537
+2,573
+65% +$445K 0.58% 44
2025
Q4 		$704K Buy
+3,964
New +$661K 0.38% 71

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
GI
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
EB
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

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

Whalen Wealth Management reduced its Morgan Stanley (MS) stake by 30% in Q3 2026, selling an estimated $353K and leaving 3,959 shares worth $745K. The position accounts for 0.32% of the portfolio, ranked #86.

Whalen Wealth Management first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2026. 93 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Whalen Wealth Management held 3,959 shares of Morgan Stanley worth $745K as of Q3 2026.
  • Whalen Wealth Management sold 1,661 Morgan Stanley shares in Q3 2026, an estimated $353K.
  • Morgan Stanley made up 0.32% of Whalen Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Whalen Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Morgan Stanley position peaked at $1.17M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.