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
Q2 		– Sell
-1,000
Closed -$165K – 3511
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

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 2,745 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.
  • 2,745 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.