Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Morgan Stanley MS Stock Holding History

Cambridge Investment Research 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
Q1 		$26.8M Buy
162,979
+14,258
+10% +$2.47M 0.07% 291
2025
Q4 		$26.4M Buy
148,721
+5,886
+4% +$982K 0.07% 274
2025
Q3 		$22.7M Sell
142,835
-18,259
-11% -$2.7M 0.06% 303
2025
Q2 		$22.7M Sell
161,094
-2,961
-2% -$364K 0.07% 281
2025
Q1 		$19.1M Buy
164,055
+15,825
+11% +$2.04M 0.06% 296
2024
Q4 		$18.6M Buy
148,230
+3,269
+2% +$403K 0.06% 304
2024
Q3 		$15.1M Buy
144,961
+12,983
+10% +$1.31M 0.05% 363
2024
Q2 		$12.8M Sell
131,978
-32,581
-20% -$3.1M 0.05% 389
2024
Q1 		$15.5M Sell
164,559
-13,114
-7% -$1.15M 0.06% 322
2023
Q4 		$16.6M Buy
177,673
+7,796
+5% +$624K 0.07% 274
2023
Q3 		$13.9M Buy
169,877
+16,267
+11% +$1.41M 0.06% 295
2023
Q2 		$13.1M Sell
153,610
-15,732
-9% -$1.35M 0.06% 314
2023
Q1 		$14.9M Buy
169,342
+10,328
+6% +$964K 0.07% 268
2022
Q4 		$13.5M Sell
159,014
-9,416
-6% -$803K 0.07% 280
2022
Q3 		$13.3M Sell
168,430
-1,020
-0.6% -$86K 0.08% 257
2022
Q2 		$12.9M Buy
169,450
+26,390
+18% +$2.16M 0.07% 272
2022
Q1 		$12.5M Buy
143,060
+17,921
+14% +$1.73M 0.06% 312
2021
Q4 		$12.3M Buy
125,139
+4,653
+4% +$464K 0.05% 313
2021
Q3 		$11.7M Buy
120,486
+6,326
+6% +$627K 0.06% 319
2021
Q2 		$10.5M Buy
114,160
+4,537
+4% +$389K 0.05% 356
2021
Q1 		$8.51M Buy
109,623
+25,365
+30% +$1.94M 0.05% 375
2020
Q4 		$5.77M Buy
84,258
+23,465
+39% +$1.35M 0.03% 471
2020
Q3 		$2.94M Sell
60,793
-13,524
-18% -$681K 0.02% 632
2020
Q2 		$3.59M Buy
74,317
+4,263
+6% +$179K 0.03% 541
2020
Q1 		$2.38M Buy
70,054
+10,217
+17% +$481K 0.02% 602
2019
Q4 		$3.06M Sell
59,837
-1,196
-2% -$56.6K 0.02% 628
2019
Q3 		$2.6M Buy
61,033
+2,505
+4% +$107K 0.02% 650
2019
Q2 		$2.56M Sell
58,528
-739
-1% -$33K 0.02% 627
2019
Q1 		$2.5M Sell
59,267
-9,020
-13% -$380K 0.02% 629
2018
Q4 		$2.71M Sell
68,287
-960
-1% -$41.9K 0.03% 539
2018
Q3 		$3.23M Buy
69,247
+12,434
+22% +$607K 0.03% 501
2018
Q2 		$2.69M Buy
56,813
+10,807
+23% +$565K 0.03% 546
2018
Q1 		$2.48M Buy
46,006
+863
+2% +$47.8K 0.03% 560
2017
Q4 		$2.37M Buy
45,143
+5,674
+14% +$287K 0.03% 525
2017
Q3 		$1.9M Buy
39,469
+4,915
+14% +$228K 0.03% 555
2017
Q2 		$1.54M Sell
34,554
-852
-2% -$36.7K 0.02% 614
2017
Q1 		$1.52M Buy
35,406
+2,765
+8% +$123K 0.03% 556
2016
Q4 		$1.38M Sell
32,641
-1,622
-5% -$61.3K 0.03% 550
2016
Q3 		$1.1M Buy
34,263
+1,320
+4% +$39.4K 0.02% 636
2016
Q2 		$856K Sell
32,943
-303
-0.9% -$7.92K 0.02% 686
2016
Q1 		$831K Buy
33,246
+1,308
+4% +$33.4K 0.02% 650
2015
Q4 		$1.02M Sell
31,938
-942
-3% -$31.3K 0.02% 536
2015
Q3 		$1.04M Buy
32,880
+3,427
+12% +$125K 0.03% 465
2015
Q2 		$1.14M Buy
29,453
+1,133
+4% +$43.1K 0.03% 459
2015
Q1 		$1.01M Buy
28,320
+328
+1% +$11.8K 0.03% 501
2014
Q4 		$1.09M Buy
27,992
+423
+2% +$15K 0.03% 450
2014
Q3 		$953K Sell
27,569
-2,060
-7% -$68.6K 0.03% 545
2014
Q2 		$958K Buy
29,629
+10,150
+52% +$313K 0.03% 471
2014
Q1 		$607K Sell
19,479
-7,146
-27% -$221K 0.02% 620
2013
Q4 		$835K Buy
26,625
+354
+1% +$10.5K 0.03% 458
2013
Q3 		$708K Buy
26,271
+10,057
+62% +$270K 0.03% 487
2013
Q2 		$396K Buy
+16,214
New +$385K 0.02% 642

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cambridge Investment Research Advisors's MS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Morgan Stanley (MS) stake by 9.6% in Q1 2026, buying an estimated $2.47M and bringing the position to 162,979 shares worth $26.8M. The position accounts for 0.07% of the portfolio, ranked #291.

Cambridge Investment Research Advisors first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cambridge Investment Research Advisors held 162,979 shares of Morgan Stanley worth $26.8M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 14,258 Morgan Stanley shares in Q1 2026, an estimated $2.47M.
  • Morgan Stanley made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #291 holding.
  • Cambridge Investment Research Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.