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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cercano Management's MS Position: Q1 2026 in Review

Cercano Management increased its Morgan Stanley (MS) stake by 1,456% in Q1 2026, buying an estimated $7.09M and bringing the position to 43,762 shares worth $7.2M. The position accounts for 0.31% of the portfolio, ranked #57.

Cercano Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cercano Management held 43,762 shares of Morgan Stanley worth $7.2M as of Q1 2026.
Cercano Management bought 40,950 Morgan Stanley shares in Q1 2026, an estimated $7.09M.
Morgan Stanley made up 0.31% of Cercano Management's portfolio in Q1 2026, its #57 holding.
Cercano Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.