CMA
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Cedar Mountain Advisors’s Morgan Stanley MS Stock Holding History

Cedar Mountain Advisors’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 		$174K Buy
832
+702
+540% +$139K 0.03% 79
2026
Q1 		$21.4K Sell
130
-841
-87% -$146K ﹤0.01% 281
2025
Q4 		$172K Buy
971
+4
+0.4% +$667 0.03% 68
2025
Q3 		$154K Buy
967
+113
+13% +$16.7K 0.03% 69
2025
Q2 		$120K Buy
854
+5
+0.6% +$614 0.03% 70
2025
Q1 		$99.1K Sell
849
-8
-0.9% -$1.03K 0.02% 70
2024
Q4 		$108K Sell
857
-28
-3% -$3.45K 0.02% 68
2024
Q3 		$92.3K Buy
885
+6
+0.7% +$604 0.02% 67
2024
Q2 		$85.5K Buy
879
+5
+0.6% +$476 0.02% 58
2024
Q1 		$82.3K Buy
874
+6
+0.7% +$528 0.02% 59
2023
Q4 		$80.9K Sell
868
-119
-12% -$9.52K 0.02% 58
2023
Q3 		$80.6K Buy
987
+6
+0.6% +$521 0.02% 61
2023
Q2 		$83.7K Buy
981
+6
+0.6% +$513 0.02% 60
2023
Q1 		$85.6K Buy
975
+5
+0.5% +$467 0.03% 57
2022
Q4 		$82.5K Buy
970
+6
+0.6% +$511 0.03% 55
2022
Q3 		$76K Buy
964
+5
+0.5% +$421 0.03% 59
2022
Q2 		$73K Buy
959
+5
+0.5% +$410 0.03% 59
2022
Q1 		$83K Buy
954
+65
+7% +$6.27K 0.02% 62
2021
Q4 		$87K Buy
889
+4
+0.5% +$398 0.03% 60
2021
Q3 		$86K Buy
885
+130
+17% +$12.9K 0.03% 58
2021
Q2 		$69K Buy
755
+2
+0.3% +$171 0.02% 63
2021
Q1 		$59K Buy
753
+2
+0.3% +$153 0.02% 63
2020
Q4 		$51K Buy
751
+4
+0.5% +$230 0.02% 71
2020
Q3 		$36K Buy
747
+4
+0.5% +$202 0.01% 79
2020
Q2 		$36K Buy
743
+87
+13% +$3.65K 0.02% 78
2020
Q1 		$22K Buy
+656
New +$30.9K 0.01% 85

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cedar Mountain Advisors's MS Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Morgan Stanley (MS) stake by 540% in Q2 2026, buying an estimated $139K and bringing the position to 832 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #79.

Cedar Mountain Advisors first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cedar Mountain Advisors held 832 shares of Morgan Stanley worth $174K as of Q2 2026.
  • Cedar Mountain Advisors bought 702 Morgan Stanley shares in Q2 2026, an estimated $139K.
  • Morgan Stanley made up 0.03% of Cedar Mountain Advisors's portfolio in Q2 2026, its #79 holding.
  • Cedar Mountain Advisors first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.