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Checchi Capital Advisers’s Morgan Stanley MS Stock Holding History

Checchi Capital Advisers’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 		$2.64M Buy
16,040
+684
+4% +$118K 0.13% 112
2025
Q4 		$2.73M Sell
15,356
-249
-2% -$41.5K 0.14% 104
2025
Q3 		$2.48M Sell
15,605
-911
-6% -$135K 0.13% 110
2025
Q2 		$2.33M Sell
16,516
-228
-1% -$28K 0.13% 110
2025
Q1 		$1.95M Buy
16,744
+285
+2% +$36.7K 0.1% 132
2024
Q4 		$2.07M Sell
16,459
-607
-4% -$74.8K 0.12% 119
2024
Q3 		$1.78M Buy
17,066
+1,656
+11% +$167K 0.1% 128
2024
Q2 		$1.5M Buy
15,410
+113
+0.7% +$10.8K 0.08% 144
2024
Q1 		$1.44M Sell
15,297
-641
-4% -$56.4K 0.11% 149
2023
Q4 		$1.49M Sell
15,938
-1,885
-11% -$151K 0.12% 141
2023
Q3 		$1.46M Sell
17,823
-94
-0.5% -$8.16K 0.13% 126
2023
Q2 		$1.53M Buy
17,917
+1,596
+10% +$136K 0.14% 123
2023
Q1 		$1.43M Sell
16,321
-746
-4% -$69.6K 0.14% 127
2022
Q4 		$1.45M Sell
17,067
-128
-0.7% -$10.9K 0.15% 122
2022
Q3 		$1.36M Sell
17,195
-2,992
-15% -$252K 0.13% 124
2022
Q2 		$1.7M Buy
20,187
+5,678
+39% +$465K 0.15% 115
2022
Q1 		$1.27M Buy
14,509
+232
+2% +$22.4K 0.11% 135
2021
Q4 		$1.4M Buy
14,277
+174
+1% +$17.3K 0.12% 122
2021
Q3 		$1.37M Buy
14,103
+246
+2% +$24.4K 0.14% 116
2021
Q2 		$1.27M Sell
13,857
-371
-3% -$31.8K 0.13% 128
2021
Q1 		$1.1M Buy
14,228
+1,331
+10% +$102K 0.11% 133
2020
Q4 		$884K Buy
12,897
+3,567
+38% +$205K 0.09% 143
2020
Q3 		$451K Buy
9,330
+9
+0.1% +$453 0.05% 223
2020
Q2 		$450K Sell
9,321
-419
-4% -$17.6K 0.05% 220
2020
Q1 		$331K Sell
9,740
-1,399
-13% -$65.9K 0.03% 238
2019
Q4 		$569K Buy
11,139
+574
+5% +$27.2K 0.08% 186
2019
Q3 		$451K Sell
10,565
-320
-3% -$13.7K 0.06% 211
2019
Q2 		$477K Sell
10,885
-115
-1% -$5.13K 0.06% 200
2019
Q1 		$464K Sell
11,000
-321
-3% -$13.5K 0.05% 191
2018
Q4 		$449K Sell
11,321
-2,578
-19% -$113K 0.06% 177
2018
Q3 		$647K Buy
13,899
+1,978
+17% +$96.6K 0.07% 169
2018
Q2 		$565K Buy
11,921
+405
+4% +$21.2K 0.07% 181
2018
Q1 		$621K Buy
11,516
+476
+4% +$26.3K 0.08% 153
2017
Q4 		$579K Buy
11,040
+202
+2% +$10.2K 0.08% 173
2017
Q3 		$522K Buy
10,838
+467
+5% +$21.7K 0.05% 173
2017
Q2 		$462K Sell
10,371
-1,249
-11% -$53.9K 0.05% 183
2017
Q1 		$498K Sell
11,620
-1,719
-13% -$76.3K 0.06% 178
2016
Q4 		$564K Buy
13,339
+1,541
+13% +$58.3K 0.08% 150
2016
Q3 		$378K Sell
11,798
-941
-7% -$28.1K 0.04% 211
2016
Q2 		$331K Sell
12,739
-1,700
-12% -$44.5K 0.04% 227
2016
Q1 		$361K Buy
14,439
+1,553
+12% +$39.6K 0.08% 202
2015
Q4 		$410K Sell
12,886
-138
-1% -$4.59K 0.1% 178
2015
Q3 		$410K Buy
13,024
+969
+8% +$35.3K 0.11% 159
2015
Q2 		$468K Buy
12,055
+1,221
+11% +$46.5K 0.12% 154
2015
Q1 		$387K Sell
10,834
-1,752
-14% -$62.9K 0.11% 170
2014
Q4 		$488K Buy
12,586
+3,316
+36% +$118K 0.18% 123
2014
Q3 		$320K Buy
9,270
+1,878
+25% +$62.6K 0.13% 161
2014
Q2 		$239K Buy
+7,392
New +$228K 0.11% 192

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

Checchi Capital Advisers's MS Position: Q1 2026 in Review

Checchi Capital Advisers increased its Morgan Stanley (MS) stake by 4.5% in Q1 2026, buying an estimated $118K and bringing the position to 16,040 shares worth $2.64M. The position accounts for 0.13% of the portfolio, ranked #112.

Checchi Capital Advisers first reported a position in MS in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.73M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Checchi Capital Advisers held 16,040 shares of Morgan Stanley worth $2.64M as of Q1 2026.
  • Checchi Capital Advisers bought 684 Morgan Stanley shares in Q1 2026, an estimated $118K.
  • Morgan Stanley made up 0.13% of Checchi Capital Advisers's portfolio in Q1 2026, its #112 holding.
  • Checchi Capital Advisers first reported a position in Morgan Stanley in Q2 2014 and has held it in 48 quarters since.
  • Checchi Capital Advisers's Morgan Stanley position peaked at $2.73M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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