WPG Advisers
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WPG Advisers’s Morgan Stanley MS Stock Holding History

WPG Advisers’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 		$167K Sell
886
-60
-6% -$12.7K 0.09% 121
2026
Q2 		$198K Buy
946
+188
+25% +$37.2K 0.12% 105
2026
Q1 		$125K Sell
758
-60
-7% -$10.4K 0.09% 124
2025
Q4 		$145K Buy
818
+303
+59% +$50.5K 0.11% 125
2025
Q3 		$81.9K Hold
515
– – 0.06% 196
2025
Q2 		$72.5K Buy
515
+60
+13% +$7.37K 0.06% 206
2025
Q1 		$53.1K Sell
455
-80
-15% -$10.3K 0.05% 256
2024
Q4 		$67.3K Buy
+535
New +$65.9K 0.06% 235

Other funds holding MS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

WPG Advisers's MS Position: Q3 2026 in Review

WPG Advisers reduced its Morgan Stanley (MS) stake by 6.3% in Q3 2026, selling an estimated $12.7K and leaving 886 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #121.

WPG Advisers first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $198K in Q2 2026. 1,477 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • WPG Advisers held 886 shares of Morgan Stanley worth $167K as of Q3 2026.
  • WPG Advisers sold 60 Morgan Stanley shares in Q3 2026, an estimated $12.7K.
  • Morgan Stanley made up 0.09% of WPG Advisers's portfolio in Q3 2026, its #121 holding.
  • WPG Advisers first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • WPG Advisers's Morgan Stanley position peaked at $198K in Q2 2026.
  • 1,477 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.