Winthrop Advisory Group
MS icon

Winthrop Advisory Group’s Morgan Stanley MS Stock Holding History

Winthrop Advisory Group’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 		$575K Buy
3,058
+332
+12% +$70.5K 0.04% 112
2026
Q2 		$570K Buy
2,726
+54
+2% +$10.7K 0.04% 118
2026
Q1 		$440K Sell
2,672
-5
-0.2% -$866 0.04% 110
2025
Q4 		$477K Buy
2,677
+164
+7% +$27.4K 0.04% 108
2025
Q3 		$399K Sell
2,513
-61
-2% -$9.01K 0.03% 114
2025
Q2 		$363K Sell
2,574
-215
-8% -$26.4K 0.04% 122
2025
Q1 		$325K Buy
+2,789
New +$359K 0.04% 112
2024
Q1 		– Sell
-2,233
Closed -$208K – 143
2023
Q4 		$208K Buy
+2,233
New +$179K 0.03% 132
2023
Q3 		– Sell
-2,523
Closed -$216K – 131
2023
Q2 		$216K Buy
2,523
+193
+8% +$16.5K 0.03% 121
2023
Q1 		$205K Buy
+2,330
New +$217K 0.04% 118

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
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

Winthrop Advisory Group's MS Position: Q3 2026 in Review

Winthrop Advisory Group increased its Morgan Stanley (MS) stake by 12% in Q3 2026, buying an estimated $70.5K and bringing the position to 3,058 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #112.

Winthrop Advisory Group first reported a position in MS in Q1 2023 and has held it in 10 quarters since. 770 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Winthrop Advisory Group held 3,058 shares of Morgan Stanley worth $575K as of Q3 2026.
  • Winthrop Advisory Group bought 332 Morgan Stanley shares in Q3 2026, an estimated $70.5K.
  • Morgan Stanley made up 0.04% of Winthrop Advisory Group's portfolio in Q3 2026, its #112 holding.
  • Winthrop Advisory Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 10 quarters since.
  • 770 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.