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Ceeto Capital Group’s Morgan Stanley MS Stock Holding History

Ceeto Capital Group’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 		$5.9M Sell
28,204
-251
-0.9% -$49.7K 1.6% 10
2026
Q1 		$4.68M Sell
28,455
-4,500
-14% -$779K 1.44% 11
2025
Q4 		$5.85M Sell
32,955
-3,200
-9% -$534K 1.71% 10
2025
Q3 		$5.75M Sell
36,155
-3,000
-8% -$443K 1.67% 8
2025
Q2 		$5.51M Buy
39,155
+3,300
+9% +$405K 1.92% 6
2025
Q1 		$4.18M Hold
35,855
– – 1.59% 8
2024
Q4 		$4.51M Sell
35,855
-1,500
-4% -$185K 1.66% 7
2024
Q3 		$3.89M Sell
37,355
-9,000
-19% -$906K 1.45% 9
2024
Q2 		$4.5M Hold
46,355
– – 1.75% 6
2024
Q1 		$4.37M Sell
46,355
-13,600
-23% -$1.2M 1.79% 7
2023
Q4 		$5.59M Buy
59,955
+1,150
+2% +$92K 2.4% 4
2023
Q3 		$4.8M Buy
58,805
+900
+2% +$78.1K 2.32% 4
2023
Q2 		$4.95M Hold
57,905
– – 2.27% 4
2023
Q1 		$5.08M Sell
57,905
-3,443
-6% -$321K 2.53% 3
2022
Q4 		$5.22M Sell
61,348
-600
-1% -$51.1K 2.87% 2
2022
Q3 		$4.89M Hold
61,948
– – 2.81% 3
2022
Q2 		$4.71M Hold
61,948
– – 2.58% 3
2022
Q1 		$5.41M Sell
61,948
-8,200
-12% -$791K 2.47% 3
2021
Q4 		$6.89M Sell
70,148
-10,800
-13% -$1.08M 2.88% 3
2021
Q3 		$7.88M Sell
80,948
-5,080
-6% -$503K 3.68% 2
2021
Q2 		$7.89M Hold
86,028
– – 3.55% 2
2021
Q1 		$6.68M Sell
86,028
-300
-0.3% -$23K 3.26% 2
2020
Q4 		$5.92M Buy
+86,328
New +$4.95M 2.98% 2

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ceeto Capital Group's MS Position: Q2 2026 in Review

Ceeto Capital Group reduced its Morgan Stanley (MS) stake by 0.88% in Q2 2026, selling an estimated $49.7K and leaving 28,204 shares worth $5.9M. The position accounts for 1.6% of the portfolio, ranked #10.

Ceeto Capital Group first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.89M in Q2 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ceeto Capital Group held 28,204 shares of Morgan Stanley worth $5.9M as of Q2 2026.
  • Ceeto Capital Group sold 251 Morgan Stanley shares in Q2 2026, an estimated $49.7K.
  • Morgan Stanley made up 1.6% of Ceeto Capital Group's portfolio in Q2 2026, its #10 holding.
  • Ceeto Capital Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Ceeto Capital Group's Morgan Stanley position peaked at $7.89M in Q2 2021.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ceeto Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.