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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
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 $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CKW Financial Group's MS Position: Q1 2026 in Review

CKW Financial Group sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,000 shares — an estimated $178K sold.

CKW Financial Group first reported a position in MS in Q4 2013 and held it in 3 quarters. The position peaked at $251K in Q4 2013. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CKW Financial Group reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • CKW Financial Group sold 1,000 Morgan Stanley shares in Q1 2026, an estimated $178K.
  • CKW Financial Group first reported a position in Morgan Stanley in Q4 2013 and held it in 3 quarters.
  • CKW Financial Group's Morgan Stanley position peaked at $251K in Q4 2013.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.