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Coign Capital Advisors’s Morgan Stanley MS Stock Holding History

Coign Capital 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
Q1 		$801K Buy
4,866
+60
+1% +$10.4K 0.42% 39
2025
Q4 		$853K Buy
4,806
+81
+2% +$13.5K 0.45% 39
2025
Q3 		$751K Sell
4,725
-224
-5% -$33.1K 0.41% 43
2025
Q2 		$697K Buy
4,949
+97
+2% +$11.9K 0.47% 43
2025
Q1 		$566K Sell
4,852
-389
-7% -$50.1K 0.44% 61
2024
Q4 		$659K Buy
+5,241
New +$645K 0.61% 37

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

Coign Capital Advisors's MS Position: Q1 2026 in Review

Coign Capital Advisors increased its Morgan Stanley (MS) stake by 1.2% in Q1 2026, buying an estimated $10.4K and bringing the position to 4,866 shares worth $801K. The position accounts for 0.42% of the portfolio, ranked #39.

Coign Capital Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $853K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Coign Capital Advisors held 4,866 shares of Morgan Stanley worth $801K as of Q1 2026.
  • Coign Capital Advisors bought 60 Morgan Stanley shares in Q1 2026, an estimated $10.4K.
  • Morgan Stanley made up 0.42% of Coign Capital Advisors's portfolio in Q1 2026, its #39 holding.
  • Coign Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Coign Capital Advisors's Morgan Stanley position peaked at $853K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Coign Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.