CFM Wealth Partners
MS icon

CFM Wealth Partners’s Morgan Stanley MS Stock Holding History

CFM Wealth 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 		$3.13M Hold
14,963
– – 0.4% 48
2026
Q1 		$2.46M Buy
14,963
+78
+0.5% +$13.5K 0.37% 55
2025
Q4 		$2.64M Buy
14,885
+2,057
+16% +$343K 0.38% 51
2025
Q3 		$2.04M Buy
12,828
+1,339
+12% +$198K 0.3% 58
2025
Q2 		$1.62M Buy
11,489
+847
+8% +$104K 0.26% 64
2025
Q1 		$1.24M Buy
10,642
+98
+0.9% +$12.6K 0.22% 70
2024
Q4 		$1.33M Buy
10,544
+373
+4% +$45.9K 0.22% 68
2024
Q3 		$1.06M Buy
10,171
+2,003
+25% +$202K 0.19% 79
2024
Q2 		$794K Buy
8,168
+748
+10% +$71.2K 0.15% 84
2024
Q1 		$699K Buy
7,420
+644
+10% +$56.7K 0.14% 91
2023
Q4 		$632K Buy
6,776
+484
+8% +$38.7K 0.14% 97
2023
Q3 		$514K Buy
6,292
+1,708
+37% +$148K 0.13% 95
2023
Q2 		$391K Sell
4,584
-12
-0.3% -$1.03K 0.1% 130
2023
Q1 		$404K Buy
4,596
+518
+13% +$48.3K 0.11% 122
2022
Q4 		$347K Buy
+4,078
New +$348K 0.1% 126
2020
Q3 		– Sell
-1,295
Closed -$62K – 348
2020
Q2 		$62K Buy
1,295
+1,125
+662% +$47.2K 0.02% 253
2020
Q1 		$6K Hold
170
– – ﹤0.01% 466
2019
Q4 		$10K Buy
+170
New +$8.05K ﹤0.01% 422

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 $3.38T 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

CFM Wealth Partners's MS Position: Q2 2026 in Review

CFM Wealth Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 14,963 shares worth $3.13M. The position accounts for 0.4% of the portfolio, ranked #48.

CFM Wealth Partners first reported a position in MS in Q4 2019 and has held it in 18 quarters since. 2,749 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CFM Wealth Partners held 14,963 shares of Morgan Stanley worth $3.13M as of Q2 2026.
  • CFM Wealth Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.4% of CFM Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • CFM Wealth Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 18 quarters since.
  • 2,749 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.