CI Investments Inc’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.31M | Buy |
14,059
+3,416
| +32% | +$591K | 0.01% | 368 |
|
|
2025
Q4 | $1.89M | Sell |
10,643
-23,974
| -69% | -$4M | 0.01% | 378 |
|
|
2025
Q3 | $5.5M | Buy |
34,617
+28,863
| +502% | +$4.26M | 0.02% | 289 |
|
|
2025
Q2 | $811K | Sell |
5,754
-38,357
| -87% | -$4.71M | ﹤0.01% | 458 |
|
|
2025
Q1 | $5.15M | Buy |
44,111
+36,845
| +507% | +$4.75M | 0.02% | 299 |
|
|
2024
Q4 | $913K | Sell |
7,266
-64,629
| -90% | -$7.96M | ﹤0.01% | 431 |
|
|
2024
Q3 | $7.49M | Buy |
71,895
+7,014
| +11% | +$706K | 0.03% | 268 |
|
|
2024
Q2 | $6.31M | Buy |
64,881
+488
| +0.8% | +$46.5K | 0.02% | 256 |
|
|
2024
Q1 | $6.06M | Sell |
64,393
-34,687
| -35% | -$3.05M | 0.02% | 284 |
|
|
2023
Q4 | $9.24M | Buy |
99,080
+9,340
| +10% | +$747K | 0.05% | 229 |
|
|
2023
Q3 | $7.33M | Sell |
89,740
-1,145
| -1% | -$99.4K | 0.04% | 235 |
|
|
2023
Q2 | $7.76M | Sell |
90,885
-139,446
| -61% | -$11.9M | 0.04% | 236 |
|
|
2023
Q1 | $20.2M | Buy |
230,331
+114,044
| +98% | +$10.6M | 0.1% | 173 |
|
|
2022
Q4 | $9.89M | Buy |
116,287
+37,967
| +48% | +$3.24M | 0.05% | 224 |
|
|
2022
Q3 | $6.19M | Buy |
78,320
+78,153
| +46,798% | +$6.59M | 0.03% | 269 |
|
|
2022
Q2 | $13K | Sell |
167
-5
| -3% | -$410 | ﹤0.01% | 1021 |
|
|
2022
Q1 | $15K | Sell |
172
-3
| -2% | -$289 | ﹤0.01% | 1066 |
|
|
2021
Q4 | $17K | Sell |
175
-127,249
| -100% | -$12.7M | ﹤0.01% | 1080 |
|
|
2021
Q3 | $12.4M | Sell |
127,424
-22,217
| -15% | -$2.2M | 0.05% | 269 |
|
|
2021
Q2 | $13.7M | Buy |
149,641
+145,804
| +3,800% | +$12.5M | 0.05% | 262 |
|
|
2021
Q1 | $298K | Sell |
3,837
-12,978
| -77% | -$995K | ﹤0.01% | 617 |
|
|
2020
Q4 | $1.15M | Sell |
16,815
-253,178
| -94% | -$14.5M | 0.01% | 371 |
|
|
2020
Q3 | $13.1M | Sell |
269,993
-106,029
| -28% | -$5.34M | 0.06% | 201 |
|
|
2020
Q2 | $18.2M | Sell |
376,022
-1,029,863
| -73% | -$43.3M | 0.1% | 153 |
|
|
2020
Q1 | $47.8M | Buy |
1,405,885
+225,582
| +19% | +$10.6M | 0.29% | 86 |
|
|
2019
Q4 | $60.3M | Sell |
1,180,303
-973,592
| -45% | -$46.1M | 0.31% | 94 |
|
|
2019
Q3 | $91.9M | Buy |
2,153,895
+451,425
| +27% | +$19.3M | 0.47% | 66 |
|
|
2019
Q2 | $74.6M | Sell |
1,702,470
-395,378
| -19% | -$17.6M | 0.42% | 75 |
|
|
2019
Q1 | $88.5M | Buy |
2,097,848
+2,095,048
| +74,823% | +$88.2M | 0.5% | 68 |
|
|
2018
Q4 | $111K | Sell |
2,800
-200
| -7% | -$8.73K | ﹤0.01% | 309 |
|
|
2018
Q3 | $140K | Sell |
3,000
-1,800
| -38% | -$87.9K | ﹤0.01% | 275 |
|
|
2018
Q2 | $228K | Buy |
+4,800
| New | +$251K | ﹤0.01% | 252 |
|
|
2017
Q2 | – | Sell |
-69,210
| Closed | -$2.96M | – | 204 |
|
|
2017
Q1 | $2.96M | Sell |
69,210
-1,602,490
| -96% | -$71.1M | 0.03% | 152 |
|
|
2016
Q4 | $70.6M | Buy |
1,671,700
+82,700
| +5% | +$3.13M | 0.77% | 45 |
|
|
2016
Q3 | $50.9M | Buy |
1,589,000
+1,524,000
| +2,345% | +$45.5M | 0.56% | 57 |
|
|
2016
Q2 | $1.69M | Buy |
+65,000
| New | +$1.7M | 0.02% | 158 |
|
Other funds holding MS
VCM
VPM
CI Investments Inc's MS Position: Q1 2026 in Review
CI Investments Inc increased its Morgan Stanley (MS) stake by 32% in Q1 2026, buying an estimated $591K and bringing the position to 14,059 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #368.
CI Investments Inc first reported a position in MS in Q2 2016 and has held it in 36 quarters since. The position peaked at $91.9M in Q3 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- CI Investments Inc held 14,059 shares of Morgan Stanley worth $2.31M as of Q1 2026.
- CI Investments Inc bought 3,416 Morgan Stanley shares in Q1 2026, an estimated $591K.
- Morgan Stanley made up 0.01% of CI Investments Inc's portfolio in Q1 2026, its #368 holding.
- CI Investments Inc first reported a position in Morgan Stanley in Q2 2016 and has held it in 36 quarters since.
- CI Investments Inc's Morgan Stanley position peaked at $91.9M in Q3 2019.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.