CM
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Cercano Management’s Morgan Stanley MS Stock Holding History

Cercano Management’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 		$1.91M Sell
9,147
-34,615
-79% -$6.85M 0.26% 52
2026
Q1 		$7.2M Buy
43,762
+40,950
+1,456% +$7.09M 0.31% 57
2025
Q4 		$499K Hold
2,812
– – 0.02% 98
2025
Q3 		$447K Hold
2,812
– – 0.02% 110
2025
Q2 		$396K Hold
2,812
– – 0.01% 115
2025
Q1 		$328K Hold
2,812
– – 0.01% 119
2024
Q4 		$354K Hold
2,812
– – 0.01% 138
2024
Q3 		$293K Buy
+2,812
New +$283K 0.01% 133

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

Cercano Management's MS Position: Q2 2026 in Review

Cercano Management reduced its Morgan Stanley (MS) stake by 79% in Q2 2026, selling an estimated $6.85M and leaving 9,147 shares worth $1.91M. The position accounts for 0.26% of the portfolio, ranked #52.

Cercano Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.2M in Q1 2026. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cercano Management held 9,147 shares of Morgan Stanley worth $1.91M as of Q2 2026.
  • Cercano Management sold 34,615 Morgan Stanley shares in Q2 2026, an estimated $6.85M.
  • Morgan Stanley made up 0.26% of Cercano Management's portfolio in Q2 2026, its #52 holding.
  • Cercano Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Cercano Management's Morgan Stanley position peaked at $7.2M in Q1 2026.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.