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CBIZ Investment Advisory Services’s Morgan Stanley MS Stock Holding History

CBIZ Investment Advisory Services’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 		$5.27K Sell
32
-470
-94% -$81.4K ﹤0.01% 220
2025
Q4 		$89.1K Buy
502
+55
+12% +$9.17K ﹤0.01% 95
2025
Q3 		$71.1K Sell
447
-91
-17% -$13.4K ﹤0.01% 98
2025
Q2 		$75.8K Buy
538
+327
+155% +$40.2K ﹤0.01% 96
2025
Q1 		$24.6K Buy
211
+111
+111% +$14.3K ﹤0.01% 200
2024
Q4 		$12.6K Buy
+100
New +$12.3K ﹤0.01% 263

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

CBIZ Investment Advisory Services's MS Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Morgan Stanley (MS) stake by 94% in Q1 2026, selling an estimated $81.4K and leaving 32 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

CBIZ Investment Advisory Services first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $89.1K in Q4 2025. 2,486 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CBIZ Investment Advisory Services held 32 shares of Morgan Stanley worth $5.27K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 470 Morgan Stanley shares in Q1 2026, an estimated $81.4K.
  • Morgan Stanley made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #220 holding.
  • CBIZ Investment Advisory Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Morgan Stanley position peaked at $89.1K in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.