CFS
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CGC Financial Services’s Morgan Stanley MS Stock Holding History

CGC Financial 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
2025
Q4 		– Sell
-5
Closed -$795 – 346
2025
Q3 		$795 Hold
5
– – ﹤0.01% 314
2025
Q2 		$704 Hold
5
– – ﹤0.01% 308
2025
Q1 		$583 Hold
5
– – ﹤0.01% 306
2024
Q4 		$629 Hold
5
– – ﹤0.01% 310
2024
Q3 		$521 Hold
5
– – ﹤0.01% 312
2024
Q2 		$486 Sell
5
-260
-98% -$24.8K ﹤0.01% 315
2024
Q1 		$25K Hold
265
– – 0.01% 142
2023
Q4 		$24.7K Buy
265
+260
+5,200% +$20.8K 0.01% 153
2023
Q3 		$408 Hold
5
– – ﹤0.01% 304
2023
Q2 		$427 Buy
+5
New +$428 ﹤0.01% 324

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGC Financial Services's MS Position: Q4 2025 in Review

CGC Financial Services sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 5 shares — an estimated $795 sold.

CGC Financial Services first reported a position in MS in Q2 2023 and held it in 10 quarters. The position peaked at $25K in Q1 2024. 2,531 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • CGC Financial Services reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • CGC Financial Services sold 5 Morgan Stanley shares in Q4 2025, an estimated $795.
  • CGC Financial Services first reported a position in Morgan Stanley in Q2 2023 and held it in 10 quarters.
  • CGC Financial Services's Morgan Stanley position peaked at $25K in Q1 2024.
  • 2,531 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on CGC Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.