XY Planning Network
MS icon

XY Planning Network’s Morgan Stanley MS Stock Holding History

XY Planning Network’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 		$473K Buy
2,513
+156
+7% +$33.1K 0.05% 245
2026
Q2 		$493K Buy
2,357
+297
+14% +$58.8K 0.06% 213
2026
Q1 		$342K Buy
2,060
+252
+14% +$43.6K 0.05% 218
2025
Q4 		$321K Buy
1,808
+149
+9% +$24.9K 0.06% 212
2025
Q3 		$234K Hold
1,659
– – 0.08% 160
2025
Q2 		$234K Buy
+1,659
New +$204K 0.08% 160

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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

XY Planning Network's MS Position: Q3 2026 in Review

XY Planning Network increased its Morgan Stanley (MS) stake by 6.6% in Q3 2026, buying an estimated $33.1K and bringing the position to 2,513 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #245.

XY Planning Network first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $493K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • XY Planning Network held 2,513 shares of Morgan Stanley worth $473K as of Q3 2026.
  • XY Planning Network bought 156 Morgan Stanley shares in Q3 2026, an estimated $33.1K.
  • Morgan Stanley made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #245 holding.
  • XY Planning Network first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's Morgan Stanley position peaked at $493K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.