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Comprehensive Financial Consultants Institutional’s Morgan Stanley MS Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$3.64M Sell
17,409
-385
-2% -$76.2K 0.96% 35
2026
Q1 		$2.93M Buy
17,794
+397
+2% +$68.7K 0.87% 38
2025
Q4 		$3.09M Sell
17,397
-1,980
-10% -$330K 0.93% 35
2025
Q3 		$3.08M Sell
19,377
-511
-3% -$75.5K 0.95% 31
2025
Q2 		$2.8M Sell
19,888
-166
-0.8% -$20.4K 0.92% 35
2025
Q1 		$2.34M Sell
20,054
-416
-2% -$53.6K 0.83% 43
2024
Q4 		$2.57M Buy
20,470
+9,318
+84% +$1.15M 0.94% 39
2024
Q3 		$1.16M Sell
11,152
-206
-2% -$20.7K 0.42% 84
2024
Q2 		$1.1M Buy
11,358
+863
+8% +$82.2K 0.43% 81
2024
Q1 		$988K Buy
10,495
+387
+4% +$34.1K 0.41% 83
2023
Q4 		$943K Buy
10,108
+310
+3% +$24.8K 0.44% 84
2023
Q3 		$800K Buy
9,798
+7
+0.1% +$608 0.42% 85
2023
Q2 		$846K Buy
9,791
+278
+3% +$23.8K 0.45% 84
2023
Q1 		$835K Buy
9,513
+437
+5% +$40.8K 0.47% 85
2022
Q4 		$822K Buy
9,076
+148
+2% +$12.6K 0.5% 82
2022
Q3 		$688K Buy
8,928
+908
+11% +$76.5K 0.45% 86
2022
Q2 		$609K Sell
8,020
-9
-0.1% -$737 0.43% 88
2022
Q1 		$676K Sell
8,029
-157
-2% -$15.1K 0.47% 81
2021
Q4 		$773K Buy
+8,186
New +$815K 0.5% 75

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

Comprehensive Financial Consultants Institutional's MS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Morgan Stanley (MS) stake by 2.2% in Q2 2026, selling an estimated $76.2K and leaving 17,409 shares worth $3.64M. The position accounts for 0.96% of the portfolio, ranked #35.

Comprehensive Financial Consultants Institutional first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 17,409 shares of Morgan Stanley worth $3.64M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 385 Morgan Stanley shares in Q2 2026, an estimated $76.2K.
  • Morgan Stanley made up 0.96% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #35 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.