CDM Financial Counseling Services
MS icon

CDM Financial Counseling Services’s Morgan Stanley MS Stock Holding History

CDM Financial Counseling 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
Q3 		$413K Hold
2,197
– – 0.35% 58
2026
Q2 		$459K Hold
2,197
– – 0.4% 56
2026
Q1 		$362K Buy
2,197
+77
+4% +$13.3K 0.35% 62
2025
Q4 		$376K Buy
+2,120
New +$354K 0.35% 62

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Bank of New York Mellon
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

CDM Financial Counseling Services's MS Position: Q3 2026 in Review

CDM Financial Counseling Services held its Morgan Stanley (MS) position steady in Q3 2026 at 2,197 shares worth $413K. The position accounts for 0.35% of the portfolio, ranked #58.

CDM Financial Counseling Services first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $459K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • CDM Financial Counseling Services held 2,197 shares of Morgan Stanley worth $413K as of Q3 2026.
  • CDM Financial Counseling Services left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.35% of CDM Financial Counseling Services's portfolio in Q3 2026, its #58 holding.
  • CDM Financial Counseling Services first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • CDM Financial Counseling Services's Morgan Stanley position peaked at $459K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.