CFS Investment Advisory Services’s Morgan Stanley MS Stock Holding History

CFS Investment Advisory Services’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	$1.67M	Buy	7,805 +63	+0.8%	+$12.5K	0.11%	147
2026 Q1	$1.46M	Buy	7,742 +103	+1%	+$17.8K	0.1%	156
2025 Q4	$1.36M	Sell	7,639 -27	-0.4%	-$4.5K	0.1%	152
2025 Q3	$1.26M	Buy	7,666 +330	+4%	+$48.7K	0.09%	161
2025 Q2	$1.03M	Buy	7,336 +1,253	+21%	+$154K	0.08%	171
2025 Q1	$710K	Sell	6,083 -201	-3%	-$25.9K	0.06%	189
2024 Q4	$790K	Sell	6,284 -76	-1%	-$9.36K	0.07%	173
2024 Q3	$663K	Sell	6,360 -6,304	-50%	-$635K	0.06%	185
2024 Q2	$1.23M	Buy	+12,664	New	+$1.21M	0.1%	124
2023 Q3	–	Sell	-5,066	Closed	-$433K	–	217
2023 Q2	$433K	Buy	+5,066	New	+$433K	0.06%	176
2022 Q2	–	Sell	-94,654	Closed	-$1K	–	416
2022 Q1	$1K	Buy	+94,654	New	+$9.13M	﹤0.01%	369

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CFS Investment Advisory Services's MS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Morgan Stanley (MS) stake by 0.81% in Q2 2026, buying an estimated $12.5K and bringing the position to 7,805 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #147.

CFS Investment Advisory Services first reported a position in MS in Q1 2022 and has held it in 11 quarters since. 688 funds tracked by Wall St. Rank hold MS as of Q2 2026.

CFS Investment Advisory Services held 7,805 shares of Morgan Stanley worth $1.67M as of Q2 2026.
CFS Investment Advisory Services bought 63 Morgan Stanley shares in Q2 2026, an estimated $12.5K.
Morgan Stanley made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #147 holding.
CFS Investment Advisory Services first reported a position in Morgan Stanley in Q1 2022 and has held it in 11 quarters since.
688 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.