Cetera Investment Advisers’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
Q1 | $61.1M | Buy |
381,181
+28,518
| +8% | +$4.94M | 0.07% | 298 |
|
|
2025
Q4 | $62.1M | Buy |
352,663
+11,457
| +3% | +$1.91M | 0.07% | 276 |
|
|
2025
Q3 | $54.2M | Buy |
341,206
+119,875
| +54% | +$17.7M | 0.06% | 294 |
|
|
2025
Q2 | $30.8M | Buy |
221,331
+14,107
| +7% | +$1.73M | 0.05% | 372 |
|
|
2025
Q1 | $23.8M | Buy |
207,224
+15,737
| +8% | +$2.03M | 0.05% | 409 |
|
|
2024
Q4 | $24.1M | Buy |
191,487
+19,195
| +11% | +$2.36M | 0.05% | 371 |
|
|
2024
Q3 | $18M | Buy |
172,292
+19,077
| +12% | +$1.92M | 0.04% | 448 |
|
|
2024
Q2 | $14.8M | Sell |
153,215
-70,453
| -31% | -$6.71M | 0.03% | 501 |
|
|
2024
Q1 | $20.3M | Buy |
223,668
+119,633
| +115% | +$10.5M | 0.05% | 382 |
|
|
2023
Q4 | $9.62M | Buy |
104,035
+8,046
| +8% | +$644K | 0.08% | 238 |
|
|
2023
Q3 | $7.73M | Sell |
95,989
-2,979
| -3% | -$259K | 0.07% | 285 |
|
|
2023
Q2 | $8.13M | Buy |
98,968
+5,027
| +5% | +$430K | 0.07% | 270 |
|
|
2023
Q1 | $7.91M | Sell |
93,941
-8,979
| -9% | -$838K | 0.07% | 262 |
|
|
2022
Q4 | $8.43M | Buy |
102,920
+67,545
| +191% | +$5.76M | 0.08% | 243 |
|
|
2022
Q3 | $3K | Sell |
35,375
-46,402
| -57% | -$3.91M | ﹤0.01% | 1686 |
|
|
2022
Q2 | $6.04M | Sell |
81,777
-3,114
| -4% | -$255K | 0.1% | 225 |
|
|
2022
Q1 | $6.79M | Buy |
84,891
+4,816
| +6% | +$465K | 0.1% | 225 |
|
|
2021
Q4 | $7.13M | Sell |
80,075
-2,149
| -3% | -$214K | 0.1% | 218 |
|
|
2021
Q3 | $6.95M | Buy |
82,224
+17,656
| +27% | +$1.75M | 0.11% | 199 |
|
|
2021
Q2 | $5.92M | Sell |
64,568
-4,032
| -6% | -$346K | 0.1% | 233 |
|
|
2021
Q1 | $5.33M | Sell |
68,600
-6,617
| -9% | -$507K | 0.1% | 211 |
|
|
2020
Q4 | $4.55M | Buy |
75,217
+64,673
| +613% | +$3.71M | 0.09% | 245 |
|
|
2020
Q3 | $381K | Buy |
10,544
+5,955
| +130% | +$300K | 0.03% | 444 |
|
|
2020
Q2 | $220K | Buy |
+4,589
| New | +$193K | 0.02% | 554 |
|
|
2020
Q1 | – | Sell |
-5,192
| Closed | -$267K | – | 597 |
|
|
2019
Q4 | $267K | Buy |
5,192
+147
| +3% | +$6.96K | 0.03% | 475 |
|
|
2019
Q3 | $212K | Buy |
5,045
+139
| +3% | +$5.94K | 0.03% | 496 |
|
|
2019
Q2 | $213K | Buy |
+4,906
| New | +$219K | 0.03% | 476 |
|
|
2019
Q1 | – | Sell |
-5,867
| Closed | -$233K | – | 498 |
|
|
2018
Q4 | $233K | Sell |
5,867
-594
| -9% | -$25.9K | 0.04% | 395 |
|
|
2018
Q3 | $305K | Buy |
6,461
+639
| +11% | +$31.2K | 0.04% | 370 |
|
|
2018
Q2 | $278K | Buy |
+5,822
| New | +$304K | 0.05% | 339 |
|
Other funds holding MS
VCM
VPM
Cetera Investment Advisers's MS Position: Q1 2026 in Review
Cetera Investment Advisers increased its Morgan Stanley (MS) stake by 8.1% in Q1 2026, buying an estimated $4.94M and bringing the position to 381,181 shares worth $61.1M. The position accounts for 0.07% of the portfolio, ranked #298.
Cetera Investment Advisers first reported a position in MS in Q2 2018 and has held it in 30 quarters since. The position peaked at $62.1M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Cetera Investment Advisers held 381,181 shares of Morgan Stanley worth $61.1M as of Q1 2026.
- Cetera Investment Advisers bought 28,518 Morgan Stanley shares in Q1 2026, an estimated $4.94M.
- Morgan Stanley made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #298 holding.
- Cetera Investment Advisers first reported a position in Morgan Stanley in Q2 2018 and has held it in 30 quarters since.
- Cetera Investment Advisers's Morgan Stanley position peaked at $62.1M in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.