Cherry Tree Wealth Management’s Morgan Stanley MS Stock Holding History

Cherry Tree Wealth Management’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	$12.8K	Hold	78	–	–	﹤0.01%	386
2025 Q4	$13.8K	Hold	78	–	–	﹤0.01%	389
2025 Q3	$12.4K	Hold	78	–	–	﹤0.01%	386
2025 Q2	$11K	Sell	78 -112	-59%	-$13.8K	﹤0.01%	399
2025 Q1	$22.2K	Buy	190 +78	+70%	+$10.1K	0.01%	339
2024 Q4	$14.1K	Hold	112	–	–	﹤0.01%	375
2024 Q3	$11.7K	Hold	112	–	–	﹤0.01%	397
2024 Q2	$10.9K	Buy	112 +93	+489%	+$8.85K	﹤0.01%	385
2024 Q1	$1.79K	Hold	19	–	–	﹤0.01%	515
2023 Q4	$1.77K	Sell	19 -21	-53%	-$1.68K	﹤0.01%	512
2023 Q3	$3.27K	Sell	40 -2	-5%	-$174	﹤0.01%	449
2023 Q2	$3.54K	Buy	+42	New	+$3.59K	﹤0.01%	445

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

Cherry Tree Wealth Management's MS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Morgan Stanley (MS) position steady in Q1 2026 at 78 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Cherry Tree Wealth Management first reported a position in MS in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.2K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cherry Tree Wealth Management held 78 shares of Morgan Stanley worth $12.8K as of Q1 2026.
Cherry Tree Wealth Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #386 holding.
Cherry Tree Wealth Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Morgan Stanley position peaked at $22.2K in Q1 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.