CCM
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CFO Capital Management’s Morgan Stanley MS Stock Holding History

CFO Capital Management’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 		$494K Hold
3,000
– – 0.41% 69
2025
Q4 		$533K Buy
+3,000
New +$500K 0.4% 69

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
VCM
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
VPM
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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFO Capital Management's MS Position: Q1 2026 in Review

CFO Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 3,000 shares worth $494K. The position accounts for 0.41% of the portfolio, ranked #69.

CFO Capital Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $533K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CFO Capital Management held 3,000 shares of Morgan Stanley worth $494K as of Q1 2026.
  • CFO Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.41% of CFO Capital Management's portfolio in Q1 2026, its #69 holding.
  • CFO Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Morgan Stanley position peaked at $533K in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.