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Cherokee Insurance’s Morgan Stanley MS Stock Holding History

Cherokee Insurance’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 		$3.34M Hold
16,000
– – 1.29% 21
2026
Q1 		$2.63M Hold
16,000
– – 1% 31
2025
Q4 		$2.84M Hold
16,000
– – 1.15% 30
2025
Q3 		$2.54M Hold
16,000
– – 1.09% 32
2025
Q2 		$2.25M Hold
16,000
– – 0.98% 33
2025
Q1 		$1.87M Hold
16,000
– – 0.82% 36
2024
Q4 		$2.01M Buy
+16,000
New +$1.97M 0.91% 35

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

Cherokee Insurance's MS Position: Q2 2026 in Review

Cherokee Insurance held its Morgan Stanley (MS) position steady in Q2 2026 at 16,000 shares worth $3.34M. The position accounts for 1.29% of the portfolio, ranked #21.

Cherokee Insurance first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cherokee Insurance held 16,000 shares of Morgan Stanley worth $3.34M as of Q2 2026.
  • Cherokee Insurance left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 1.29% of Cherokee Insurance's portfolio in Q2 2026, its #21 holding.
  • Cherokee Insurance first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.