CPC
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Consolidated Planning Corp’s Morgan Stanley MS Stock Holding History

Consolidated Planning Corp’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 		$3.37M Buy
16,113
+499
+3% +$98.8K 0.45% 38
2026
Q1 		$2.57M Buy
+15,614
New +$2.7M 0.42% 44
2021
Q4 		– Sell
-386
Closed -$38K – 307
2021
Q3 		$38K Buy
+386
New +$38.2K 0.02% 187

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Planning Corp's MS Position: Q2 2026 in Review

Consolidated Planning Corp increased its Morgan Stanley (MS) stake by 3.2% in Q2 2026, buying an estimated $98.8K and bringing the position to 16,113 shares worth $3.37M. The position accounts for 0.45% of the portfolio, ranked #38.

Consolidated Planning Corp first reported a position in MS in Q3 2021 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Consolidated Planning Corp held 16,113 shares of Morgan Stanley worth $3.37M as of Q2 2026.
  • Consolidated Planning Corp bought 499 Morgan Stanley shares in Q2 2026, an estimated $98.8K.
  • Morgan Stanley made up 0.45% of Consolidated Planning Corp's portfolio in Q2 2026, its #38 holding.
  • Consolidated Planning Corp first reported a position in Morgan Stanley in Q3 2021 and has held it in 3 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.