CIBC World Market
MS icon

CIBC World Market’s Morgan Stanley MS Stock Holding History

CIBC World Market’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 		$139M Sell
663,252
-192,379
-22% -$38.1M 0.22% 80
2026
Q1 		$141M Buy
855,631
+338,155
+65% +$58.5M 0.23% 78
2025
Q4 		$91.9M Sell
517,476
-18,347
-3% -$3.06M 0.15% 101
2025
Q3 		$85.2M Sell
535,823
-55,324
-9% -$8.17M 0.15% 101
2025
Q2 		$83.3M Sell
591,147
-195,522
-25% -$24M 0.16% 90
2025
Q1 		$91.8M Buy
786,669
+274,845
+54% +$35.4M 0.2% 87
2024
Q4 		$64.3M Buy
511,824
+147,807
+41% +$18.2M 0.13% 108
2024
Q3 		$37.9M Sell
364,017
-25,307
-7% -$2.55M 0.08% 145
2024
Q2 		$37.8M Sell
389,324
-80,136
-17% -$7.63M 0.09% 132
2024
Q1 		$44.2M Sell
469,460
-59,922
-11% -$5.28M 0.1% 119
2023
Q4 		$49.4M Sell
529,382
-153,159
-22% -$12.3M 0.13% 113
2023
Q3 		$55.7M Sell
682,541
-1,584
-0.2% -$138K 0.18% 90
2023
Q2 		$58.4M Buy
684,125
+3,059
+0.4% +$262K 0.19% 87
2023
Q1 		$59.8M Buy
681,066
+382,056
+128% +$35.7M 0.2% 86
2022
Q4 		$25.4M Sell
299,010
-14,958
-5% -$1.27M 0.09% 145
2022
Q3 		$24.8M Buy
313,968
+29,042
+10% +$2.45M 0.1% 136
2022
Q2 		$21.7M Sell
284,926
-26,930
-9% -$2.21M 0.08% 146
2022
Q1 		$27.3M Sell
311,856
-20,817
-6% -$2.01M 0.09% 137
2021
Q4 		$32.7M Sell
332,673
-65,619
-16% -$6.54M 0.09% 135
2021
Q3 		$38.8M Buy
398,292
+18,720
+5% +$1.85M 0.13% 114
2021
Q2 		$34.8M Sell
379,572
-28,496
-7% -$2.44M 0.1% 132
2021
Q1 		$31.7M Buy
408,068
+59,954
+17% +$4.59M 0.09% 134
2020
Q4 		$23.9M Sell
348,114
-93,312
-21% -$5.35M 0.08% 151
2020
Q3 		$21.3M Buy
441,426
+13,531
+3% +$682K 0.09% 131
2020
Q2 		$20.7M Sell
427,895
-197,384
-32% -$8.29M 0.09% 128
2020
Q1 		$21.3M Buy
625,279
+251,209
+67% +$11.8M 0.11% 118
2019
Q4 		$19.1M Buy
374,070
+26,088
+7% +$1.23M 0.08% 139
2019
Q3 		$14.8M Buy
347,982
+2,734
+0.8% +$117K 0.07% 143
2019
Q2 		$15.1M Buy
345,248
+87,973
+34% +$3.92M 0.07% 145
2019
Q1 		$10.9M Sell
257,275
-240,510
-48% -$10.1M 0.05% 181
2018
Q4 		$19.7M Buy
497,785
+89,284
+22% +$3.9M 0.1% 129
2018
Q3 		$19M Sell
408,501
-107,010
-21% -$5.23M 0.08% 133
2018
Q2 		$24.4M Sell
515,511
-95,730
-16% -$5M 0.11% 111
2018
Q1 		$33M Buy
611,241
+222,503
+57% +$12.3M 0.14% 96
2017
Q4 		$20.4M Buy
388,738
+255,925
+193% +$12.9M 0.09% 105
2017
Q3 		$6.4M Sell
132,813
-201,308
-60% -$9.34M 0.03% 178
2017
Q2 		$14.9M Buy
334,121
+3,046
+0.9% +$131K 0.06% 145
2017
Q1 		$14.2M Buy
331,075
+4,956
+2% +$220K 0.05% 148
2016
Q4 		$13.8M Buy
326,119
+143,095
+78% +$5.41M 0.05% 126
2016
Q3 		$5.87M Sell
183,024
-9,573
-5% -$286K 0.02% 189
2016
Q2 		$5M Buy
192,597
+37,855
+24% +$990K 0.02% 188
2016
Q1 		$3.87M Buy
154,742
+28,339
+22% +$723K 0.02% 204
2015
Q4 		$4.02M Sell
126,403
-42,378
-25% -$1.41M 0.02% 222
2015
Q3 		$5.32M Sell
168,781
-78,431
-32% -$2.85M 0.03% 150
2015
Q2 		$9.59M Buy
247,212
+73,832
+43% +$2.81M 0.04% 99
2015
Q1 		$6.19M Buy
173,380
+16,411
+10% +$589K 0.03% 141
2014
Q4 		$6.09M Sell
156,969
-60,421
-28% -$2.15M 0.02% 130
2014
Q3 		$7.51M Buy
217,390
+101,263
+87% +$3.37M 0.03% 106
2014
Q2 		$3.75M Sell
116,127
-24,894
-18% -$768K 0.01% 190
2014
Q1 		$4.4M Buy
141,021
+42,888
+44% +$1.32M 0.02% 157
2013
Q4 		$3.08M Buy
98,133
+67,035
+216% +$1.99M 0.01% 200
2013
Q3 		$838K Sell
31,098
-333
-1% -$8.94K ﹤0.01% 350
2013
Q2 		$768K Buy
+31,431
New +$745K ﹤0.01% 342

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 $3.37T AUM 44.26% 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

CIBC World Market's MS Position: Q2 2026 in Review

CIBC World Market reduced its Morgan Stanley (MS) stake by 22% in Q2 2026, selling an estimated $38.1M and leaving 663,252 shares worth $139M. The position accounts for 0.22% of the portfolio, ranked #80.

CIBC World Market first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $141M in Q1 2026. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CIBC World Market held 663,252 shares of Morgan Stanley worth $139M as of Q2 2026.
  • CIBC World Market sold 192,379 Morgan Stanley shares in Q2 2026, an estimated $38.1M.
  • Morgan Stanley made up 0.22% of CIBC World Market's portfolio in Q2 2026, its #80 holding.
  • CIBC World Market first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • CIBC World Market's Morgan Stanley position peaked at $141M in Q1 2026.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.