Carson Wealth (CWM LLC)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.2M | Buy |
213,933
+76,245
| +55% | +$13.2M | 0.09% | 208 |
|
|
2025
Q4 | $24.4M | Buy |
137,688
+9,961
| +8% | +$1.66M | 0.07% | 264 |
|
|
2025
Q3 | $20.3M | Buy |
127,727
+9,199
| +8% | +$1.36M | 0.06% | 275 |
|
|
2025
Q2 | $16.7M | Buy |
118,528
+1,228
| +1% | +$151K | 0.06% | 282 |
|
|
2025
Q1 | $13.7M | Sell |
117,300
-28,918
| -20% | -$3.73M | 0.05% | 285 |
|
|
2024
Q4 | $18.4M | Buy |
146,218
+8,978
| +7% | +$1.11M | 0.08% | 218 |
|
|
2024
Q3 | $14.3M | Buy |
137,240
+6,202
| +5% | +$625K | 0.06% | 255 |
|
|
2024
Q2 | $12.7M | Buy |
131,038
+5,840
| +5% | +$556K | 0.06% | 260 |
|
|
2024
Q1 | $11.8M | Buy |
125,198
+4,582
| +4% | +$404K | 0.06% | 269 |
|
|
2023
Q4 | $11.2M | Buy |
120,616
+7,997
| +7% | +$640K | 0.06% | 256 |
|
|
2023
Q3 | $9.2M | Buy |
112,619
+11,519
| +11% | +$1M | 0.06% | 254 |
|
|
2023
Q2 | $8.63M | Buy |
101,100
+11,530
| +13% | +$986K | 0.05% | 248 |
|
|
2023
Q1 | $7.86M | Buy |
89,570
+15,054
| +20% | +$1.4M | 0.05% | 249 |
|
|
2022
Q4 | $6.33M | Buy |
74,516
+8,242
| +12% | +$702K | 0.05% | 266 |
|
|
2022
Q3 | $5.24M | Buy |
66,274
+370
| +0.6% | +$31.2K | 0.04% | 275 |
|
|
2022
Q2 | $5.01M | Buy |
65,904
+22,506
| +52% | +$1.84M | 0.04% | 290 |
|
|
2022
Q1 | $3.79M | Sell |
43,398
-5,494
| -11% | -$530K | 0.03% | 331 |
|
|
2021
Q4 | $4.8M | Buy |
+48,892
| New | +$4.87M | 0.03% | 304 |
|
|
2021
Q2 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2021
Q1 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2020
Q4 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2020
Q3 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2020
Q2 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2020
Q1 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2019
Q4 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2019
Q3 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2019
Q2 | $4.25M | Hold |
46,331
| – | – | 0.03% | 298 |
|
|
2019
Q1 | $4.25M | Buy |
46,331
+45,532
| +5,699% | +$1.92M | 0.03% | 298 |
|
|
2018
Q4 | $32K | Buy |
799
+336
| +73% | +$14.7K | ﹤0.01% | 998 |
|
|
2018
Q3 | $22K | Buy |
463
+209
| +82% | +$10.2K | ﹤0.01% | 931 |
|
|
2018
Q2 | $12K | Buy |
254
+45
| +22% | +$2.35K | ﹤0.01% | 957 |
|
|
2018
Q1 | $11K | Sell |
209
-27
| -11% | -$1.5K | ﹤0.01% | 834 |
|
|
2017
Q4 | $12K | Sell |
236
-20
| -8% | -$1.01K | ﹤0.01% | 838 |
|
|
2017
Q3 | $12K | Buy |
+256
| New | +$11.9K | ﹤0.01% | 846 |
|
|
2017
Q2 | – | Sell |
-1,200
| Closed | -$51K | – | 1264 |
|
|
2017
Q1 | $51K | Buy |
1,200
+1,100
| +1,100% | +$48.8K | ﹤0.01% | 457 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$3.78K | ﹤0.01% | 883 |
|
|
2016
Q1 | – | Sell |
-29
| Closed | -$1K | – | 790 |
|
|
2015
Q4 | $1K | Buy |
+29
| New | +$964 | ﹤0.01% | 647 |
|
Other funds holding MS
VCM
VPM
Carson Wealth (CWM LLC)'s MS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Morgan Stanley (MS) stake by 55% in Q1 2026, buying an estimated $13.2M and bringing the position to 213,933 shares worth $35.2M. The position accounts for 0.09% of the portfolio, ranked #208.
Carson Wealth (CWM LLC) first reported a position in MS in Q4 2015 and has held it in 37 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Carson Wealth (CWM LLC) held 213,933 shares of Morgan Stanley worth $35.2M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 76,245 Morgan Stanley shares in Q1 2026, an estimated $13.2M.
- Morgan Stanley made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #208 holding.
- Carson Wealth (CWM LLC) first reported a position in Morgan Stanley in Q4 2015 and has held it in 37 quarters since.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.