Commonwealth Equity Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.3M | Sell |
372,346
-35,691
| -9% | -$6.18M | 0.09% | 231 |
|
|
2025
Q4 | $72.4M | Sell |
408,037
-34,788
| -8% | -$5.8M | 0.1% | 207 |
|
|
2025
Q3 | $70.4M | Sell |
442,825
-20,496
| -4% | -$3.03M | 0.09% | 208 |
|
|
2025
Q2 | $65.3M | Sell |
463,321
-3,643
| -0.8% | -$447K | 0.09% | 230 |
|
|
2025
Q1 | $54.5M | Buy |
466,964
+20,336
| +5% | +$2.62M | 0.08% | 254 |
|
|
2024
Q4 | $56.1M | Buy |
446,628
+16,112
| +4% | +$1.98M | 0.08% | 231 |
|
|
2024
Q3 | $44.9M | Buy |
430,516
+5,774
| +1% | +$581K | 0.07% | 260 |
|
|
2024
Q2 | $41.3M | Buy |
424,742
+2,575
| +0.6% | +$245K | 0.07% | 286 |
|
|
2024
Q1 | $39.8M | Sell |
422,167
-482
| -0.1% | -$42.4K | 0.07% | 282 |
|
|
2023
Q4 | $39.4M | Sell |
422,649
-26,203
| -6% | -$2.1M | 0.07% | 258 |
|
|
2023
Q3 | $36.7M | Buy |
448,852
+14,521
| +3% | +$1.26M | 0.08% | 245 |
|
|
2023
Q2 | $37.1M | Buy |
434,331
+30,808
| +8% | +$2.63M | 0.08% | 247 |
|
|
2023
Q1 | $35.4K | Buy |
403,523
+27,852
| +7% | +$2.6M | 0.07% | 243 |
|
|
2022
Q4 | $31.9M | Buy |
375,671
+8,399
| +2% | +$716K | 0.08% | 251 |
|
|
2022
Q3 | $29M | Buy |
367,272
+13,314
| +4% | +$1.12M | 0.07% | 246 |
|
|
2022
Q2 | $26.9M | Buy |
353,958
+4,305
| +1% | +$353K | 0.07% | 264 |
|
|
2022
Q1 | $30.6M | Buy |
349,653
+40,609
| +13% | +$3.92M | 0.07% | 264 |
|
|
2021
Q4 | $30.3M | Buy |
309,044
+22,967
| +8% | +$2.29M | 0.07% | 273 |
|
|
2021
Q3 | $27.8M | Buy |
286,077
+23,743
| +9% | +$2.35M | 0.07% | 276 |
|
|
2021
Q2 | $24.1M | Buy |
262,334
+13,111
| +5% | +$1.12M | 0.06% | 301 |
|
|
2021
Q1 | $19.4M | Buy |
249,223
+50,233
| +25% | +$3.85M | 0.05% | 331 |
|
|
2020
Q4 | $13.6M | Buy |
198,990
+17,921
| +10% | +$1.03M | 0.04% | 393 |
|
|
2020
Q3 | $8.75M | Buy |
181,069
+9,520
| +6% | +$480K | 0.03% | 476 |
|
|
2020
Q2 | $8.29M | Buy |
171,549
+14,374
| +9% | +$604K | 0.03% | 462 |
|
|
2020
Q1 | $5.34M | Sell |
157,175
-6,469
| -4% | -$305K | 0.02% | 527 |
|
|
2019
Q4 | $8.37M | Buy |
163,644
+6,578
| +4% | +$311K | 0.03% | 466 |
|
|
2019
Q3 | $6.7M | Sell |
157,066
-987
| -0.6% | -$42.2K | 0.03% | 499 |
|
|
2019
Q2 | $6.92M | Sell |
158,053
-4,230
| -3% | -$189K | 0.03% | 474 |
|
|
2019
Q1 | $6.85M | Buy |
162,283
+14,595
| +10% | +$614K | 0.03% | 467 |
|
|
2018
Q4 | $5.86M | Buy |
147,688
+28,373
| +24% | +$1.24M | 0.03% | 459 |
|
|
2018
Q3 | $5.56M | Buy |
119,315
+2,041
| +2% | +$99.7K | 0.03% | 503 |
|
|
2018
Q2 | $5.56M | Buy |
117,274
+4,800
| +4% | +$251K | 0.03% | 475 |
|
|
2018
Q1 | $6.07M | Buy |
112,474
+3,508
| +3% | +$194K | 0.03% | 420 |
|
|
2017
Q4 | $5.72M | Buy |
108,966
+11,336
| +12% | +$573K | 0.03% | 440 |
|
|
2017
Q3 | $4.7M | Sell |
97,630
-3,117
| -3% | -$145K | 0.03% | 464 |
|
|
2017
Q2 | $4.49M | Sell |
100,747
-3,047
| -3% | -$131K | 0.03% | 477 |
|
|
2017
Q1 | $4.45M | Buy |
103,794
+6,728
| +7% | +$299K | 0.03% | 456 |
|
|
2016
Q4 | $4.1M | Buy |
97,066
+4,623
| +5% | +$175K | 0.03% | 447 |
|
|
2016
Q3 | $2.96M | Sell |
92,443
-3,514
| -4% | -$105K | 0.02% | 526 |
|
|
2016
Q2 | $2.49M | Sell |
95,957
-6,640
| -6% | -$174K | 0.02% | 561 |
|
|
2016
Q1 | $2.57M | Buy |
102,597
+6,182
| +6% | +$158K | 0.02% | 542 |
|
|
2015
Q4 | $3.07M | Sell |
96,415
-7,214
| -7% | -$240K | 0.03% | 482 |
|
|
2015
Q3 | $3.26M | Buy |
103,629
+3,058
| +3% | +$111K | 0.03% | 434 |
|
|
2015
Q2 | $3.9M | Sell |
100,571
-16,389
| -14% | -$624K | 0.04% | 401 |
|
|
2015
Q1 | $4.17M | Buy |
116,960
+23,512
| +25% | +$844K | 0.04% | 368 |
|
|
2014
Q4 | $3.63M | Sell |
93,448
-783
| -0.8% | -$27.9K | 0.04% | 388 |
|
|
2014
Q3 | $3.26M | Buy |
94,231
+9,229
| +11% | +$308K | 0.04% | 392 |
|
|
2014
Q2 | $2.75M | Buy |
85,002
+1,564
| +2% | +$48.2K | 0.03% | 447 |
|
|
2014
Q1 | $2.6M | Sell |
83,438
-567
| -0.7% | -$17.5K | 0.04% | 426 |
|
|
2013
Q4 | $2.63M | Buy |
84,005
+1,909
| +2% | +$56.8K | 0.04% | 391 |
|
|
2013
Q3 | $2.21M | Sell |
82,096
-6,683
| -8% | -$179K | 0.04% | 422 |
|
|
2013
Q2 | $2.17M | Buy |
+88,779
| New | +$2.11M | 0.04% | 398 |
|
Other funds holding MS
VCM
VPM
Commonwealth Equity Services's MS Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Morgan Stanley (MS) stake by 8.7% in Q1 2026, selling an estimated $6.18M and leaving 372,346 shares worth $61.3M. The position accounts for 0.09% of the portfolio, ranked #231.
Commonwealth Equity Services first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.4M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Commonwealth Equity Services held 372,346 shares of Morgan Stanley worth $61.3M as of Q1 2026.
- Commonwealth Equity Services sold 35,691 Morgan Stanley shares in Q1 2026, an estimated $6.18M.
- Morgan Stanley made up 0.09% of Commonwealth Equity Services's portfolio in Q1 2026, its #231 holding.
- Commonwealth Equity Services first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Morgan Stanley position peaked at $72.4M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.