Cerity Partners
MS icon

Cerity Partners’s Morgan Stanley MS Stock Holding History

Cerity Partners’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 		$165K Buy
+1,000
New +$173K ﹤0.01% 2932
2023
Q4 		– Sell
-210,426
Closed -$17.2M – 1878
2023
Q3 		$17.2M Buy
+210,426
New +$18.3M 0.08% 213

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cerity Partners's MS Position: Q1 2026 in Review

Cerity Partners reduced its Morgan Stanley (MS) stake by 6.1% in Q1 2026, selling an estimated $2.91M and leaving 258,915 shares worth $42.6M. The position accounts for 0.06% of the portfolio, ranked #272.

Cerity Partners first reported a position in MS in Q2 2017 and has held it in 30 quarters since. The position peaked at $48.9M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cerity Partners held 258,915 shares of Morgan Stanley worth $42.6M as of Q1 2026.
  • Cerity Partners sold 16,784 Morgan Stanley shares in Q1 2026, an estimated $2.91M.
  • Morgan Stanley made up 0.06% of Cerity Partners's portfolio in Q1 2026, its #272 holding.
  • Cerity Partners first reported a position in Morgan Stanley in Q2 2017 and has held it in 30 quarters since.
  • Cerity Partners's Morgan Stanley position peaked at $48.9M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.