Clear Creek Financial Management’s Morgan Stanley MS Stock Holding History

Clear Creek Financial Management’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	$346K	Sell	2,105 -477	-18%	-$82.6K	0.03%	474
2025 Q4	$458K	Sell	2,582 -34	-1%	-$5.67K	0.04%	411
2025 Q3	$416K	Buy	2,616 +64	+3%	+$9.45K	0.04%	402
2025 Q2	$359K	Buy	2,552 +87	+4%	+$10.7K	0.03%	409
2025 Q1	$288K	Buy	2,465 +311	+14%	+$40.1K	0.03%	402
2024 Q4	$271K	Sell	2,154 -87	-4%	-$10.7K	0.03%	394
2024 Q3	$234K	Buy	2,241 +35	+2%	+$3.52K	0.03%	402
2024 Q2	$214K	Buy	2,206 +30	+1%	+$2.86K	0.03%	405
2024 Q1	$205K	Buy	+2,176	New	+$192K	0.03%	399
2023 Q1	–	Sell	-2,800	Closed	-$238K	–	323
2022 Q4	$238K	Buy	+2,800	New	+$239K	0.05%	240
2022 Q2	–	Sell	-2,650	Closed	-$232K	–	349
2022 Q1	$232K	Hold	2,650	–	–	0.04%	292
2021 Q4	$260K	Buy	2,650 +150	+6%	+$14.9K	0.04%	271
2021 Q3	$243K	Hold	2,500	–	–	0.04%	269
2021 Q2	$229K	Buy	+2,500	New	+$214K	0.04%	276

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clear Creek Financial Management's MS Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $82.6K and leaving 2,105 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #474.

Clear Creek Financial Management first reported a position in MS in Q2 2021 and has held it in 14 quarters since. The position peaked at $458K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Clear Creek Financial Management held 2,105 shares of Morgan Stanley worth $346K as of Q1 2026.
Clear Creek Financial Management sold 477 Morgan Stanley shares in Q1 2026, an estimated $82.6K.
Morgan Stanley made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #474 holding.
Clear Creek Financial Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 14 quarters since.
Clear Creek Financial Management's Morgan Stanley position peaked at $458K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.