Cardinal Point Capital Management’s Morgan Stanley MS Stock Holding History

Cardinal Point Capital Management’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	$845K	Buy	4,043 +1,278	+46%	+$253K	0.05%	138
2026 Q1	$455K	Buy	2,765 +244	+10%	+$42.2K	0.03%	183
2025 Q4	$447K	Buy	2,521 +9	+0.4%	+$1.5K	0.03%	166
2025 Q3	$390K	Sell	2,512 -33	-1%	-$4.87K	0.03%	179
2025 Q2	$358K	Sell	2,545 -83	-3%	-$10.2K	0.03%	167
2025 Q1	$307K	Sell	2,628 -69	-3%	-$8.89K	0.03%	150
2024 Q4	$339K	Buy	2,697 +90	+3%	+$11.1K	0.05%	67
2024 Q3	$272K	Buy	+2,607	New	+$263K	0.05%	71

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cardinal Point Capital Management's MS Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Morgan Stanley (MS) stake by 46% in Q2 2026, buying an estimated $253K and bringing the position to 4,043 shares worth $845K. The position accounts for 0.05% of the portfolio, ranked #138.

Cardinal Point Capital Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cardinal Point Capital Management held 4,043 shares of Morgan Stanley worth $845K as of Q2 2026.
Cardinal Point Capital Management bought 1,278 Morgan Stanley shares in Q2 2026, an estimated $253K.
Morgan Stanley made up 0.05% of Cardinal Point Capital Management's portfolio in Q2 2026, its #138 holding.
Cardinal Point Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.