Cerity Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57.1M | Buy |
278,616
+19,701
| +8% | +$3.9M | 0.07% | 232 |
|
|
2026
Q1 | $42.6M | Sell |
258,915
-16,784
| -6% | -$2.91M | 0.06% | 272 |
|
|
2025
Q4 | $48.9M | Buy |
275,699
+23,193
| +9% | +$3.87M | 0.07% | 237 |
|
|
2025
Q3 | $40.1M | Buy |
252,506
+15,175
| +6% | +$2.24M | 0.07% | 244 |
|
|
2025
Q2 | $33.4M | Buy |
237,331
+7,022
| +3% | +$862K | 0.06% | 257 |
|
|
2025
Q1 | $26.9M | Sell |
230,309
-5,031
| -2% | -$648K | 0.05% | 282 |
|
|
2024
Q4 | $28.1M | Sell |
235,340
-12,337
| -5% | -$1.52M | 0.06% | 255 |
|
|
2024
Q3 | $25.8M | Buy |
247,677
+43,664
| +21% | +$4.4M | 0.06% | 269 |
|
|
2024
Q2 | $19.8M | Sell |
204,013
-26,281
| -11% | -$2.5M | 0.05% | 283 |
|
|
2024
Q1 | $21.7M | Buy |
230,294
+73,783
| +47% | +$6.5M | 0.06% | 280 |
|
|
2023
Q4 | $14.6M | Buy |
+156,511
| New | +$12.5M | 0.05% | 302 |
|
|
2023
Q3 | – | Sell |
-214,834
| Closed | -$18.7M | – | 1600 |
|
|
2023
Q2 | $18.3M | Buy |
214,834
+80,147
| +60% | +$6.85M | 0.07% | 238 |
|
|
2023
Q1 | $17.8M | Buy |
134,687
+6,829
| +5% | +$637K | 0.04% | 249 |
|
|
2022
Q4 | $10.9M | Buy |
127,858
+103,675
| +429% | +$8.84M | 0.07% | 247 |
|
|
2022
Q3 | $1.91M | Buy |
24,183
+71
| +0.3% | +$5.98K | 0.02% | 376 |
|
|
2022
Q2 | $1.83M | Buy |
24,112
+6,007
| +33% | +$492K | 0.02% | 425 |
|
|
2022
Q1 | $1.58M | Sell |
18,105
-21,907
| -55% | -$2.11M | 0.02% | 370 |
|
|
2021
Q4 | $3.92M | Buy |
40,012
+9,803
| +32% | +$977K | 0.06% | 230 |
|
|
2021
Q3 | $2.94M | Sell |
30,209
-1,832
| -6% | -$182K | 0.06% | 212 |
|
|
2021
Q2 | $2.94M | Sell |
32,041
-251
| -0.8% | -$21.5K | 0.06% | 219 |
|
|
2021
Q1 | $2.51M | Buy |
32,292
+2,824
| +10% | +$216K | 0.06% | 223 |
|
|
2020
Q4 | $2.02M | Buy |
29,468
+1,795
| +6% | +$103K | 0.06% | 209 |
|
|
2020
Q3 | $1.34M | Buy |
27,673
+2,140
| +8% | +$108K | 0.06% | 217 |
|
|
2020
Q2 | $1.23M | Sell |
25,533
-640
| -2% | -$26.9K | 0.07% | 177 |
|
|
2020
Q1 | $890K | Sell |
26,173
-2,075
| -7% | -$97.7K | 0.06% | 223 |
|
|
2019
Q4 | $1.44M | Buy |
28,248
+463
| +2% | +$21.9K | 0.07% | 199 |
|
|
2019
Q3 | $1.19M | Buy |
+27,785
| New | +$1.19M | 0.07% | 233 |
|
|
2018
Q2 | – | Sell |
-4,377
| Closed | -$236K | – | 569 |
|
|
2018
Q1 | $236K | Sell |
4,377
-582
| -12% | -$32.2K | 0.02% | 476 |
|
|
2017
Q4 | $260K | Sell |
4,959
-370
| -7% | -$18.7K | 0.02% | 481 |
|
|
2017
Q3 | $257K | Sell |
5,329
-9,031
| -63% | -$419K | 0.02% | 477 |
|
|
2017
Q2 | $713K | Buy |
+14,360
| New | +$619K | 0.06% | 202 |
|
Other funds holding MS
VCM
VPM
Cerity Partners's MS Position: Q2 2026 in Review
Cerity Partners increased its Morgan Stanley (MS) stake by 7.6% in Q2 2026, buying an estimated $3.9M and bringing the position to 278,616 shares worth $57.1M. The position accounts for 0.07% of the portfolio, ranked #232.
Cerity Partners first reported a position in MS in Q2 2017 and has held it in 31 quarters since. 2,543 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Cerity Partners held 278,616 shares of Morgan Stanley worth $57.1M as of Q2 2026.
- Cerity Partners bought 19,701 Morgan Stanley shares in Q2 2026, an estimated $3.9M.
- Morgan Stanley made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #232 holding.
- Cerity Partners first reported a position in Morgan Stanley in Q2 2017 and has held it in 31 quarters since.
- 2,543 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.