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Certuity’s Morgan Stanley MS Stock Holding History

Certuity’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 		$42.9M Buy
205,123
+41
+0% +$8.12K 2.11% 10
2026
Q1 		$33.8M Buy
205,082
+644
+0.3% +$111K 2.21% 9
2025
Q4 		$36.3M Buy
204,438
+634
+0.3% +$106K 2.28% 9
2025
Q3 		$32.4M Buy
203,804
+543
+0.3% +$80.2K 2.22% 9
2025
Q2 		$28.6M Buy
203,261
+65
+0% +$7.98K 2.69% 8
2025
Q1 		$23.7M Buy
203,196
+75
+0% +$9.66K 2.49% 9
2024
Q4 		$25.5M Buy
203,121
+652
+0.3% +$80.3K 2.77% 7
2024
Q3 		$21.1M Buy
202,469
+533
+0.3% +$53.7K 2.28% 9
2024
Q2 		$19.6M Sell
201,936
-1,315
-0.6% -$125K 1.56% 16
2024
Q1 		$19.1M Buy
203,251
+73
+0% +$6.43K 1.68% 14
2023
Q4 		$18.9M Buy
203,178
+782
+0.4% +$62.6K 1.92% 12
2023
Q3 		$16.5M Sell
202,396
-49,474
-20% -$4.3M 1.95% 14
2023
Q2 		$21.5M Buy
251,870
+79
+0% +$6.76K 2.44% 10
2023
Q1 		$22.1M Sell
251,791
-27,438
-10% -$2.56M 3.26% 8
2022
Q4 		$23.7M Buy
+279,229
New +$23.8M 3.76% 6
2022
Q3 		– Sell
-5,671
Closed -$431K – 229
2022
Q2 		$431K Sell
5,671
-449
-7% -$36.8K 0.11% 104
2022
Q1 		$535K Buy
6,120
+968
+19% +$93.4K 0.12% 128
2021
Q4 		$506K Sell
5,152
-806
-14% -$80.3K 0.11% 132
2021
Q3 		$580K Buy
5,958
+937
+19% +$92.8K 0.12% 134
2021
Q2 		$460K Buy
5,021
+1,512
+43% +$130K 0.11% 144
2021
Q1 		$273K Buy
3,509
+251
+8% +$19.2K 0.07% 220
2020
Q4 		$223K Buy
+3,258
New +$187K 0.07% 203

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Certuity's MS Position: Q2 2026 in Review

Certuity increased its Morgan Stanley (MS) stake by 0.02% in Q2 2026, buying an estimated $8.12K and bringing the position to 205,123 shares worth $42.9M. The position accounts for 2.11% of the portfolio, ranked #10.

Certuity first reported a position in MS in Q4 2020 and has held it in 22 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Certuity held 205,123 shares of Morgan Stanley worth $42.9M as of Q2 2026.
  • Certuity bought 41 Morgan Stanley shares in Q2 2026, an estimated $8.12K.
  • Morgan Stanley made up 2.11% of Certuity's portfolio in Q2 2026, its #10 holding.
  • Certuity first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.