CG
MS icon

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
Q2 		$272K Buy
1,300
+62
+5% +$12.3K 0.04% 192
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 $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
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

CFO4Life Group's MS Position: Q2 2026 in Review

CFO4Life Group increased its Morgan Stanley (MS) stake by 5% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,300 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #192.

CFO4Life Group first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CFO4Life Group held 1,300 shares of Morgan Stanley worth $272K as of Q2 2026.
  • CFO4Life Group bought 62 Morgan Stanley shares in Q2 2026, an estimated $12.3K.
  • Morgan Stanley made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #192 holding.
  • CFO4Life Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • CFO4Life Group's Morgan Stanley position peaked at $296K in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.