CCA
MS icon

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
Q2 		$1.02M Buy
4,894
+28
+0.6% +$5.54K 0.46% 33
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 $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

Coign Capital Advisors's MS Position: Q2 2026 in Review

Coign Capital Advisors increased its Morgan Stanley (MS) stake by 0.58% in Q2 2026, buying an estimated $5.54K and bringing the position to 4,894 shares worth $1.02M. The position accounts for 0.46% of the portfolio, ranked #33.

Coign Capital Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Coign Capital Advisors held 4,894 shares of Morgan Stanley worth $1.02M as of Q2 2026.
  • Coign Capital Advisors bought 28 Morgan Stanley shares in Q2 2026, an estimated $5.54K.
  • Morgan Stanley made up 0.46% of Coign Capital Advisors's portfolio in Q2 2026, its #33 holding.
  • Coign Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.