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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
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 $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

CKW Financial Group's MS Position: Q2 2026 in Review

CKW Financial Group opened a new position in Morgan Stanley (MS) in Q2 2026: 8 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: CKW Financial Group previously reported a position in MS as recently as Q4 2025.

CKW Financial Group first reported a position in MS in Q4 2013 and has held it in 4 quarters since. The position peaked at $251K in Q4 2013. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CKW Financial Group held 8 shares of Morgan Stanley worth $2K as of Q2 2026.
  • Morgan Stanley was a new CKW Financial Group position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #168 holding.
  • CKW Financial Group first reported a position in Morgan Stanley in Q4 2013 and has held it in 4 quarters since.
  • CKW Financial Group's Morgan Stanley position peaked at $251K in Q4 2013.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.