CFA
MS icon

Cahill Financial Advisors’s Morgan Stanley MS Stock Holding History

Cahill Financial Advisors’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 		$272K Buy
+1,300
New +$257K 0.03% 259
2021
Q4 		– Sell
-176
Closed -$17K – 551
2021
Q3 		$17K Buy
+176
New +$17.4K ﹤0.01% 473

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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's MS Position: Q2 2026 in Review

Cahill Financial Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,300 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: Cahill Financial Advisors previously reported a position in MS as recently as Q3 2021.

Cahill Financial Advisors first reported a position in MS in Q3 2021 and has held it in 2 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cahill Financial Advisors held 1,300 shares of Morgan Stanley worth $272K as of Q2 2026.
  • Morgan Stanley was a new Cahill Financial Advisors position in Q2 2026.
  • Morgan Stanley made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #259 holding.
  • Cahill Financial Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 2 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.