CKW Financial Group
MS icon

CKW Financial Group’s Morgan Stanley MS Stock Holding History

CKW Financial 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
Q3 		– Sell
-8
Closed -$2K – 283
2026
Q2 		$2K Buy
+8
New +$1.58K ﹤0.01% 168
2026
Q1 		– Sell
-1,000
Closed -$178K – 172
2025
Q4 		$178K Buy
+1,000
New +$167K 0.02% 46
2014
Q2 		– Sell
-8,000
Closed -$248K – 377
2014
Q1 		$248K Hold
8,000
– – 0.12% 20
2013
Q4 		$251K Buy
+8,000
New +$238K 0.13% 18

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

CKW Financial Group's MS Position: Q3 2026 in Review

CKW Financial Group sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 8 shares — an estimated $2K sold.

CKW Financial Group first reported a position in MS in Q4 2013 and held it in 4 quarters. The position peaked at $251K in Q4 2013. 1,542 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • CKW Financial Group reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • CKW Financial Group sold 8 Morgan Stanley shares in Q3 2026, an estimated $2K.
  • CKW Financial Group first reported a position in Morgan Stanley in Q4 2013 and held it in 4 quarters.
  • CKW Financial Group's Morgan Stanley position peaked at $251K in Q4 2013.
  • 1,542 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on CKW Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.