Commonwealth Retirement Investments’s Morgan Stanley MS Stock Holding History

Commonwealth Retirement Investments’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	–	Sell	-40	Closed	-$7.17K	–	319
2025 Q4	$7.17K	Buy	+40	New	+$6.67K	﹤0.01%	344

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Commonwealth Retirement Investments's MS Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 40 shares — an estimated $7.17K sold.

Commonwealth Retirement Investments first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $7.17K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Commonwealth Retirement Investments reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Commonwealth Retirement Investments sold 40 Morgan Stanley shares in Q1 2026, an estimated $7.17K.
Commonwealth Retirement Investments first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Commonwealth Retirement Investments's Morgan Stanley position peaked at $7.17K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.