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Cary Street Partners Investment Advisory’s Morgan Stanley MS Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.03M Buy
4,920
+301
+7% +$59.6K 0.21% 114
2026
Q1 		$760K Buy
4,619
+292
+7% +$50.6K 0.19% 120
2025
Q4 		$768K Buy
4,327
+146
+3% +$24.4K 0.21% 119
2025
Q3 		$665K Buy
4,181
+136
+3% +$20.1K 0.28% 76
2025
Q2 		$570K Buy
4,045
+305
+8% +$37.5K 0.28% 84
2025
Q1 		$436K Buy
3,740
+208
+6% +$26.8K 0.25% 103
2024
Q4 		$444K Sell
3,532
-33,018
-90% -$4.07M 0.29% 84
2024
Q3 		$3.81M Sell
36,550
-3,705
-9% -$373K 0.14% 169
2024
Q2 		$3.91M Buy
40,255
+2,639
+7% +$251K 0.16% 153
2024
Q1 		$3.54M Buy
37,616
+22,030
+141% +$1.94M 0.15% 163
2023
Q4 		$1.45M Sell
15,586
-10,787
-41% -$863K 0.07% 271
2023
Q3 		$2.15M Buy
26,373
+9,602
+57% +$834K 0.12% 205
2023
Q2 		$1.43M Buy
16,771
+13,355
+391% +$1.14M 0.09% 220
2023
Q1 		$300K Sell
3,416
-366
-10% -$34.2K 0.02% 409
2022
Q4 		$322K Sell
3,782
-406
-10% -$34.6K 0.02% 391
2022
Q3 		$331K Buy
4,188
+114
+3% +$9.61K 0.03% 374
2022
Q2 		$310K Buy
+4,074
New +$334K 0.03% 353
2021
Q1 		– Sell
-11,179
Closed -$766K – 378
2020
Q4 		$766K Buy
11,179
+9,953
+812% +$571K 0.15% 143
2020
Q3 		$59K Buy
+1,226
New +$61.8K 0.01% 465

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Cary Street Partners Investment Advisory's MS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Morgan Stanley (MS) stake by 6.5% in Q2 2026, buying an estimated $59.6K and bringing the position to 4,920 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #114.

Cary Street Partners Investment Advisory first reported a position in MS in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.91M in Q2 2024. 1,364 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,920 shares of Morgan Stanley worth $1.03M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 301 Morgan Stanley shares in Q2 2026, an estimated $59.6K.
  • Morgan Stanley made up 0.21% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #114 holding.
  • Cary Street Partners Investment Advisory first reported a position in Morgan Stanley in Q3 2020 and has held it in 19 quarters since.
  • Cary Street Partners Investment Advisory's Morgan Stanley position peaked at $3.91M in Q2 2024.
  • 1,364 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.