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Commonwealth Financial Services’s Morgan Stanley MS Stock Holding History

Commonwealth Financial Services’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 		$413K Buy
1,975
+20
+1% +$3.96K 0.06% 169
2026
Q1 		$322K Buy
1,955
+543
+38% +$94K 0.05% 173
2025
Q4 		$251K Buy
1,412
+25
+2% +$4.17K 0.04% 194
2025
Q3 		$220K Buy
+1,387
New +$205K 0.04% 207

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Commonwealth Financial Services's MS Position: Q2 2026 in Review

Commonwealth Financial Services increased its Morgan Stanley (MS) stake by 1% in Q2 2026, buying an estimated $3.96K and bringing the position to 1,975 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #169.

Commonwealth Financial Services first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Commonwealth Financial Services held 1,975 shares of Morgan Stanley worth $413K as of Q2 2026.
  • Commonwealth Financial Services bought 20 Morgan Stanley shares in Q2 2026, an estimated $3.96K.
  • Morgan Stanley made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #169 holding.
  • Commonwealth Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.