CPIG
MS icon

Chicago Partners Investment Group’s Morgan Stanley MS Stock Holding History

Chicago Partners Investment Group’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 		$2.9M Buy
13,460
+1,546
+13% +$306K 0.06% 276
2026
Q1 		$2.28M Buy
11,914
+1,857
+18% +$321K 0.05% 290
2025
Q4 		$1.8M Buy
10,057
+454
+5% +$75.7K 0.04% 316
2025
Q3 		$1.59M Buy
9,603
+979
+11% +$145K 0.04% 319
2025
Q2 		$1.23M Buy
8,624
+1,002
+13% +$123K 0.04% 351
2025
Q1 		$908K Sell
7,622
-357
-4% -$46K 0.03% 380
2024
Q4 		$1.02M Buy
7,979
+1,044
+15% +$129K 0.03% 335
2024
Q3 		$820K Buy
6,935
+505
+8% +$50.9K 0.03% 371
2024
Q2 		$667K Buy
6,430
+104
+2% +$9.9K 0.03% 400
2024
Q1 		$593K Buy
+6,326
New +$557K 0.03% 405
2022
Q3 		– Sell
-2,435
Closed -$205K – 613
2022
Q2 		$205K Buy
+2,435
New +$199K 0.01% 540
2018
Q4 		– Sell
-1,500
Closed -$66K – 680
2018
Q3 		$66K Buy
+1,500
New +$73.2K 0.01% 479

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's MS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $306K and bringing the position to 13,460 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #276.

Chicago Partners Investment Group first reported a position in MS in Q3 2018 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chicago Partners Investment Group held 13,460 shares of Morgan Stanley worth $2.9M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,546 Morgan Stanley shares in Q2 2026, an estimated $306K.
  • Morgan Stanley made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #276 holding.
  • Chicago Partners Investment Group first reported a position in Morgan Stanley in Q3 2018 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.