Canandaigua National Corp’s Morgan Stanley MS Stock Holding History

Canandaigua National Corp’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	$3.64M	Buy	+22,095	New	+$3.83M	0.33%	67
2022 Q4	$4.71M	Sell	55,347 -63	-0.1%	-$5.37K	0.8%	34
2022 Q3	$4.38M	Buy	55,410 +3,244	+6%	+$273K	0.78%	33
2022 Q2	$3.97M	Sell	52,166 -4,555	-8%	-$373K	0.7%	42
2022 Q1	$4.96M	Sell	56,721 -2,902	-5%	-$280K	0.75%	40
2021 Q4	$5.85M	Sell	59,623 -152	-0.3%	-$15.1K	0.86%	37
2021 Q3	$5.82M	Sell	59,775 -19	-0%	-$1.88K	0.95%	30
2021 Q2	$5.48M	Buy	59,794 +9,697	+19%	+$831K	0.89%	36
2021 Q1	$3.89M	Sell	50,097 -5,128	-9%	-$393K	0.66%	47
2020 Q4	$3.79M	Sell	55,225 -2,897	-5%	-$166K	0.66%	46
2020 Q3	$2.81M	Sell	58,122 -2,561	-4%	-$129K	0.5%	61
2020 Q2	$2.93M	Buy	+60,683	New	+$2.55M	0.54%	55

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Canandaigua National Corp's MS Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Morgan Stanley (MS) in Q1 2026: 22,095 shares worth $3.64M. The stake represents 0.33% of the portfolio and ranks #67 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in MS as recently as Q4 2022.

Canandaigua National Corp first reported a position in MS in Q2 2020 and has held it in 12 quarters since. The position peaked at $5.85M in Q4 2021. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Canandaigua National Corp held 22,095 shares of Morgan Stanley worth $3.64M as of Q1 2026.
Morgan Stanley was a new Canandaigua National Corp position in Q1 2026.
Morgan Stanley made up 0.33% of Canandaigua National Corp's portfolio in Q1 2026, its #67 holding.
Canandaigua National Corp first reported a position in Morgan Stanley in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Morgan Stanley position peaked at $5.85M in Q4 2021.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.