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CFO4Life Group’s Morgan Stanley MS Stock Holding History

CFO4Life Group’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 		$204K Sell
1,238
-427
-26% -$73.9K 0.03% 199
2025
Q4 		$296K Sell
1,665
-23
-1% -$3.84K 0.04% 175
2025
Q3 		$268K Buy
1,688
+58
+4% +$8.56K 0.04% 186
2025
Q2 		$230K Buy
+1,630
New +$200K 0.04% 201

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

CFO4Life Group's MS Position: Q1 2026 in Review

CFO4Life Group reduced its Morgan Stanley (MS) stake by 26% in Q1 2026, selling an estimated $73.9K and leaving 1,238 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #199.

CFO4Life Group first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CFO4Life Group held 1,238 shares of Morgan Stanley worth $204K as of Q1 2026.
  • CFO4Life Group sold 427 Morgan Stanley shares in Q1 2026, an estimated $73.9K.
  • Morgan Stanley made up 0.03% of CFO4Life Group's portfolio in Q1 2026, its #199 holding.
  • CFO4Life Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • CFO4Life Group's Morgan Stanley position peaked at $296K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.