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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cherokee Insurance's MS Position: Q1 2026 in Review

Cherokee Insurance held its Morgan Stanley (MS) position steady in Q1 2026 at 16,000 shares worth $2.63M. The position accounts for 1% of the portfolio, ranked #31.

Cherokee Insurance first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cherokee Insurance held 16,000 shares of Morgan Stanley worth $2.63M as of Q1 2026.
Cherokee Insurance left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 1% of Cherokee Insurance's portfolio in Q1 2026, its #31 holding.
Cherokee Insurance first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Cherokee Insurance's Morgan Stanley position peaked at $2.84M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cherokee Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.