CIBC World Markets’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $29.8M | Buy |
+167,654
| New | +$28M | 0.14% | 100 |
|
|
2025
Q2 | $21.7M | Buy |
154,381
+2,451
| +2% | +$301K | 0.14% | 127 |
|
|
2025
Q1 | $17.7M | Sell |
151,930
-42,550
| -22% | -$5.48M | 0.14% | 110 |
|
|
2024
Q4 | $24.5M | Sell |
194,480
-45,284
| -19% | -$5.58M | 0.14% | 111 |
|
|
2024
Q3 | $25M | Sell |
239,764
-14,610
| -6% | -$1.47M | 0.18% | 93 |
|
|
2024
Q2 | $24.7M | Sell |
254,374
-80,988
| -24% | -$7.71M | 0.16% | 95 |
|
|
2024
Q1 | $31.6M | Sell |
335,362
-55,623
| -14% | -$4.9M | 0.21% | 82 |
|
|
2023
Q4 | $36.5M | Sell |
390,985
-117,929
| -23% | -$9.43M | 0.2% | 82 |
|
|
2023
Q3 | $41.6M | Buy |
508,914
+243,235
| +92% | +$21.1M | 0.41% | 44 |
|
|
2023
Q2 | $22.7M | Sell |
265,679
-5,945
| -2% | -$508K | 0.18% | 95 |
|
|
2023
Q1 | $23.8M | Sell |
271,624
-264,252
| -49% | -$24.7M | 0.39% | 50 |
|
|
2022
Q4 | $45.6M | Buy |
535,876
+214,733
| +67% | +$18.3M | 0.31% | 57 |
|
|
2022
Q3 | $25.4M | Buy |
321,143
+6,019
| +2% | +$507K | 0.35% | 36 |
|
|
2022
Q2 | $24M | Sell |
315,124
-17,488
| -5% | -$1.43M | 0.23% | 57 |
|
|
2022
Q1 | $29.1M | Sell |
332,612
-678,721
| -67% | -$65.5M | 0.23% | 77 |
|
|
2021
Q4 | $99.3M | Buy |
1,011,333
+625,724
| +162% | +$62.3M | 0.53% | 36 |
|
|
2021
Q3 | $37.5M | Buy |
385,609
+6,452
| +2% | +$639K | 0.26% | 74 |
|
|
2021
Q2 | $34.8M | Sell |
379,157
-376,425
| -50% | -$32.3M | 0.24% | 78 |
|
|
2021
Q1 | $58.7M | Sell |
755,582
-164,315
| -18% | -$12.6M | 0.37% | 53 |
|
|
2020
Q4 | $63M | Buy |
919,897
+498,965
| +119% | +$28.6M | 0.32% | 65 |
|
|
2020
Q3 | $20.4M | Buy |
420,932
+41,271
| +11% | +$2.08M | 0.2% | 116 |
|
|
2020
Q2 | $18.3M | Buy |
379,661
+56,859
| +18% | +$2.39M | 0.2% | 107 |
|
|
2020
Q1 | $11M | Buy |
322,802
+177,336
| +122% | +$8.35M | 0.14% | 141 |
|
|
2019
Q4 | $7.44M | Buy |
145,466
+2,409
| +2% | +$114K | 0.05% | 314 |
|
|
2019
Q3 | $6.1M | Sell |
143,057
-279,124
| -66% | -$11.9M | 0.06% | 299 |
|
|
2019
Q2 | $18.5M | Buy |
422,181
+108,796
| +35% | +$4.85M | 0.14% | 159 |
|
|
2019
Q1 | $13.2M | Sell |
313,385
-688,138
| -69% | -$29M | 0.11% | 178 |
|
|
2018
Q4 | $39.7M | Buy |
1,001,523
+826,767
| +473% | +$36.1M | 0.37% | 74 |
|
|
2018
Q3 | $8.14M | Sell |
174,756
-17,791
| -9% | -$869K | 0.07% | 249 |
|
|
2018
Q2 | $9.13M | Buy |
192,547
+13,691
| +8% | +$715K | 0.08% | 249 |
|
|
2018
Q1 | $9.65M | Sell |
178,856
-102,609
| -36% | -$5.68M | 0.1% | 184 |
|
|
2017
Q4 | $14.8M | Buy |
281,465
+75,469
| +37% | +$3.82M | 0.11% | 163 |
|
|
2017
Q3 | $9.92M | Buy |
205,996
+4,720
| +2% | +$219K | 0.1% | 179 |
|
|
2017
Q2 | $8.97M | Buy |
201,276
+51,189
| +34% | +$2.21M | 0.09% | 209 |
|
|
2017
Q1 | $6.43M | Buy |
150,087
+51,096
| +52% | +$2.27M | 0.05% | 223 |
|
|
2016
Q4 | $4.18M | Buy |
+98,991
| New | +$3.74M | 0.04% | 226 |
|
Other funds holding MS
CIBC World Markets's MS Position: Q4 2025 in Review
CIBC World Markets opened a new position in Morgan Stanley (MS) in Q4 2025: 167,654 shares worth $29.8M. The stake represents 0.14% of the portfolio and ranks #100 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in MS as recently as Q2 2025.
CIBC World Markets first reported a position in MS in Q4 2016 and has held it in 36 quarters since. The position peaked at $99.3M in Q4 2021. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.
- CIBC World Markets held 167,654 shares of Morgan Stanley worth $29.8M as of Q4 2025.
- Morgan Stanley was a new CIBC World Markets position in Q4 2025.
- Morgan Stanley made up 0.14% of CIBC World Markets's portfolio in Q4 2025, its #100 holding.
- CIBC World Markets first reported a position in Morgan Stanley in Q4 2016 and has held it in 36 quarters since.
- CIBC World Markets's Morgan Stanley position peaked at $99.3M in Q4 2021.
- 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.
Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.