Ceredex Value Advisors’s Morgan Stanley MS Stock Holding History

Ceredex Value 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 Q3	$9.7M	Buy	+51,562	New	+$11M	0.3%	127

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ceredex Value Advisors's MS Position: Q3 2026 in Review

Ceredex Value Advisors opened a new position in Morgan Stanley (MS) in Q3 2026: 51,562 shares worth $9.7M. The stake represents 0.3% of the portfolio and ranks #127 among its holdings.

1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Ceredex Value Advisors held 51,562 shares of Morgan Stanley worth $9.7M as of Q3 2026.
Morgan Stanley was a new Ceredex Value Advisors position in Q3 2026.
Morgan Stanley made up 0.3% of Ceredex Value Advisors's portfolio in Q3 2026, its #127 holding.
1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Ceredex Value Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.