CWP
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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
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 $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