CPIG
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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
Q1 		$19.1K Buy
+100
New +$17.3K ﹤0.01% 1457

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

Chicago Partners Investment Group's MS Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Morgan Stanley (MS) stake by 18% in Q1 2026, buying an estimated $321K and bringing the position to 11,914 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #290.

Chicago Partners Investment Group first reported a position in MS in Q3 2018 and has held it in 11 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chicago Partners Investment Group held 11,914 shares of Morgan Stanley worth $2.28M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,857 Morgan Stanley shares in Q1 2026, an estimated $321K.
  • Morgan Stanley made up 0.05% of Chicago Partners Investment Group's portfolio in Q1 2026, its #290 holding.
  • Chicago Partners Investment Group first reported a position in Morgan Stanley in Q3 2018 and has held it in 11 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.