James T. Borello RIA
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James T. Borello RIA’s Morgan Stanley MS Stock Holding History

James T. Borello RIA’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 		$104K Buy
555
+48
+9% +$10.2K 0.02% 167
2026
Q2 		$106K Buy
507
+119
+31% +$23.6K 0.02% 164
2026
Q1 		$63.9K Hold
388
– – 0.02% 196
2025
Q4 		$68.9K Buy
388
+118
+44% +$19.7K 0.02% 159
2025
Q3 		$42.9K Buy
+270
New +$39.9K 0.01% 171
2024
Q2 		– Sell
-68
Closed -$6.4K – 178
2024
Q1 		$6.4K Hold
68
– – ﹤0.01% 127
2023
Q4 		$6.34K Buy
+68
New +$5.44K 0.01% 108

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 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
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

James T. Borello RIA's MS Position: Q3 2026 in Review

James T. Borello RIA increased its Morgan Stanley (MS) stake by 9.5% in Q3 2026, buying an estimated $10.2K and bringing the position to 555 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #167.

James T. Borello RIA first reported a position in MS in Q4 2023 and has held it in 7 quarters since. The position peaked at $106K in Q2 2026. 574 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • James T. Borello RIA held 555 shares of Morgan Stanley worth $104K as of Q3 2026.
  • James T. Borello RIA bought 48 Morgan Stanley shares in Q3 2026, an estimated $10.2K.
  • Morgan Stanley made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #167 holding.
  • James T. Borello RIA first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
  • James T. Borello RIA's Morgan Stanley position peaked at $106K in Q2 2026.
  • 574 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.