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Cogent Private Wealth’s Morgan Stanley MS Stock Holding History

Cogent Private Wealth’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 		$229K Buy
1,389
+237
+21% +$41K 0.17% 87
2025
Q4 		$205K Buy
+1,152
New +$192K 0.16% 96

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

Cogent Private Wealth's MS Position: Q1 2026 in Review

Cogent Private Wealth increased its Morgan Stanley (MS) stake by 21% in Q1 2026, buying an estimated $41K and bringing the position to 1,389 shares worth $229K. The position accounts for 0.17% of the portfolio, ranked #87.

Cogent Private Wealth first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cogent Private Wealth held 1,389 shares of Morgan Stanley worth $229K as of Q1 2026.
  • Cogent Private Wealth bought 237 Morgan Stanley shares in Q1 2026, an estimated $41K.
  • Morgan Stanley made up 0.17% of Cogent Private Wealth's portfolio in Q1 2026, its #87 holding.
  • Cogent Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cogent Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.