CIBC Private Wealth Group
MS icon

CIBC Private Wealth Group’s Morgan Stanley MS Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$53.6M Buy
302,112
+988
+0.3% +$165K 0.09% 179
2025
Q3 		$47.9M Buy
301,124
+6,215
+2% +$918K 0.08% 196
2025
Q2 		$41.5M Sell
294,909
-524
-0.2% -$64.4K 0.07% 207
2025
Q1 		$29.6M Sell
295,433
-4,582
-2% -$590K 0.06% 214
2024
Q4 		$38.4M Buy
300,015
+11,710
+4% +$1.44M 0.07% 201
2024
Q3 		$30.1M Sell
288,305
-145
-0.1% -$14.6K 0.05% 236
2024
Q2 		$29M Sell
288,450
-7,812
-3% -$744K 0.05% 225
2024
Q1 		$27.7M Sell
296,262
-362,822
-55% -$32M 0.05% 233
2023
Q4 		$61.5M Sell
659,084
-207,976
-24% -$16.6M 0.13% 143
2023
Q3 		$70.8M Sell
867,060
-78,855
-8% -$6.85M 0.17% 120
2023
Q2 		$80.8M Sell
945,915
-382,620
-29% -$32.7M 0.18% 126
2023
Q1 		$108M Buy
1,328,535
+429,468
+48% +$40.1M 0.24% 100
2022
Q4 		$30.5M Sell
899,067
-9,986
-1% -$851K 0.1% 134
2022
Q3 		$71.8M Buy
909,053
+9,792
+1% +$825K 0.19% 113
2022
Q2 		$68.4M Buy
899,261
+269,686
+43% +$22.1M 0.18% 120
2022
Q1 		$55M Sell
629,575
-160,893
-20% -$15.5M 0.12% 146
2021
Q4 		$77.6M Buy
790,468
+28,042
+4% +$2.79M 0.16% 126
2021
Q3 		$74.2M Buy
762,426
+93,505
+14% +$9.26M 0.17% 119
2021
Q2 		$61.3M Buy
668,921
+409,513
+158% +$35.1M 0.14% 138
2021
Q1 		$20.1M Buy
259,408
+99,883
+63% +$7.65M 0.05% 241
2020
Q4 		$10.9M Buy
159,525
+70,186
+79% +$4.03M 0.03% 318
2020
Q3 		$4.32M Buy
89,339
+14,540
+19% +$732K 0.01% 376
2020
Q2 		$3.61M Buy
74,799
+47,103
+170% +$1.98M 0.02% 326
2020
Q1 		$943K Sell
27,696
-31
-0.1% -$1.46K ﹤0.01% 517
2019
Q4 		$1.42M Buy
27,727
+6,405
+30% +$303K ﹤0.01% 514
2019
Q3 		$910K Sell
21,322
-2,225
-9% -$95.1K ﹤0.01% 588
2019
Q2 		$1.03M Buy
23,547
+1,153
+5% +$51.4K ﹤0.01% 571
2019
Q1 		$944K Sell
22,394
-2,072
-8% -$87.2K ﹤0.01% 603
2018
Q4 		$970K Sell
24,466
-4,415
-15% -$193K ﹤0.01% 573
2018
Q3 		$1.34M Buy
28,881
+7,507
+35% +$367K 0.01% 612
2018
Q2 		$1.01M Sell
21,374
-3,591
-14% -$188K ﹤0.01% 648
2018
Q1 		$1.35M Buy
24,965
+3,447
+16% +$191K 0.01% 589
2017
Q4 		$1.13M Buy
21,518
+3,209
+18% +$162K ﹤0.01% 631
2017
Q3 		$882K Buy
18,309
+1,292
+8% +$59.9K ﹤0.01% 672
2017
Q2 		$758K Buy
17,017
+1,539
+10% +$66.4K ﹤0.01% 496
2017
Q1 		$663K Buy
15,478
+1,838
+13% +$81.6K ﹤0.01% 496
2016
Q4 		$577K Buy
13,640
+584
+4% +$22.1K ﹤0.01% 507
2016
Q3 		$419K Sell
13,056
-1,704
-12% -$50.8K ﹤0.01% 535
2016
Q2 		$384K Sell
14,760
-1,642
-10% -$42.9K ﹤0.01% 551
2016
Q1 		$410K Sell
16,402
-4,605
-22% -$118K ﹤0.01% 539
2015
Q4 		$668K Buy
21,007
+7,410
+54% +$246K 0.01% 490
2015
Q3 		$428K Sell
13,597
-3,768
-22% -$137K ﹤0.01% 546
2015
Q2 		$674K Buy
17,365
+617
+4% +$23.5K ﹤0.01% 520
2015
Q1 		$598K Sell
16,748
-1,079
-6% -$38.7K ﹤0.01% 525
2014
Q4 		$692K Buy
17,827
+6,011
+51% +$214K 0.01% 510
2014
Q3 		$409K Buy
11,816
+529
+5% +$17.6K ﹤0.01% 552
2014
Q2 		$365K Buy
11,287
+89
+0.8% +$2.74K ﹤0.01% 551
2014
Q1 		$352K Buy
+11,198
New +$346K ﹤0.01% 544

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group's MS Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Morgan Stanley (MS) stake by 0.33% in Q4 2025, buying an estimated $165K and bringing the position to 302,112 shares worth $53.6M. The position accounts for 0.09% of the portfolio, ranked #179.

CIBC Private Wealth Group first reported a position in MS in Q1 2014 and has held it in 48 quarters since. The position peaked at $108M in Q1 2023. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • CIBC Private Wealth Group held 302,112 shares of Morgan Stanley worth $53.6M as of Q4 2025.
  • CIBC Private Wealth Group bought 988 Morgan Stanley shares in Q4 2025, an estimated $165K.
  • Morgan Stanley made up 0.09% of CIBC Private Wealth Group's portfolio in Q4 2025, its #179 holding.
  • CIBC Private Wealth Group first reported a position in Morgan Stanley in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Morgan Stanley position peaked at $108M in Q1 2023.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.