CWA
MS icon

CM Wealth Advisors’s Morgan Stanley MS Stock Holding History

CM Wealth Advisors’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 		$592K Hold
2,833
– – 0.11% 88
2026
Q1 		$466K Buy
2,833
+460
+19% +$79.6K 0.1% 83
2025
Q4 		$421K Buy
2,373
+607
+34% +$101K 0.1% 89
2025
Q3 		$281K Hold
1,766
– – 0.07% 78
2025
Q2 		$249K Hold
1,766
– – 0.07% 77
2025
Q1 		$206K Hold
1,766
– – 0.07% 84
2024
Q4 		$222K Buy
+1,766
New +$217K 0.07% 79

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

CM Wealth Advisors's MS Position: Q2 2026 in Review

CM Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 2,833 shares worth $592K. The position accounts for 0.11% of the portfolio, ranked #88.

CM Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CM Wealth Advisors held 2,833 shares of Morgan Stanley worth $592K as of Q2 2026.
  • CM Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.11% of CM Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • CM Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.