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C.M. Bidwell & Associates’s Morgan Stanley MS Stock Holding History

C.M. Bidwell & Associates’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
Q2 		$410K Buy
1,963
+258
+15% +$51.1K 0.17% 83
2026
Q1 		$281K Sell
1,705
-3
-0.2% -$519 0.13% 98
2025
Q4 		$303K Buy
+1,708
New +$285K 0.14% 92
2021
Q4 		– Sell
-34
Closed -$3K – 605
2021
Q3 		$3K Hold
34
– – ﹤0.01% 506
2021
Q2 		$3K Buy
+34
New +$2.92K ﹤0.01% 509
2019
Q1 		– Sell
-750
Closed -$30K – 450
2018
Q4 		$30K Buy
+750
New +$32.7K 0.03% 278

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

C.M. Bidwell & Associates's MS Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $51.1K and bringing the position to 1,963 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #83.

C.M. Bidwell & Associates first reported a position in MS in Q4 2018 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • C.M. Bidwell & Associates held 1,963 shares of Morgan Stanley worth $410K as of Q2 2026.
  • C.M. Bidwell & Associates bought 258 Morgan Stanley shares in Q2 2026, an estimated $51.1K.
  • Morgan Stanley made up 0.17% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #83 holding.
  • C.M. Bidwell & Associates first reported a position in Morgan Stanley in Q4 2018 and has held it in 6 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.