Cooper Financial Group
MS icon

Cooper Financial Group’s Morgan Stanley MS Stock Holding History

Cooper Financial Group’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
Q3 		$1.49M Buy
7,913
+858
+12% +$182K 0.12% 129
2026
Q2 		$1.47M Buy
7,055
+443
+7% +$87.7K 0.12% 126
2026
Q1 		$1.09M Buy
6,612
+404
+7% +$69.9K 0.11% 147
2025
Q4 		$1.1M Buy
6,208
+879
+16% +$147K 0.12% 130
2025
Q3 		$847K Buy
5,329
+280
+6% +$41.3K 0.09% 168
2025
Q2 		$711K Buy
5,049
+22
+0.4% +$2.7K 0.08% 192
2025
Q1 		$587K Buy
5,027
+1,259
+33% +$162K 0.08% 216
2024
Q4 		$474K Buy
3,768
+407
+12% +$50.1K 0.06% 251
2024
Q3 		$350K Sell
3,361
-2,875
-46% -$290K 0.05% 289
2024
Q2 		$606K Sell
6,236
-2,405
-28% -$229K 0.09% 197
2024
Q1 		$814K Buy
8,641
+447
+5% +$39.4K 0.13% 147
2023
Q4 		$764K Buy
8,194
+695
+9% +$55.6K 0.14% 138
2023
Q3 		$612K Sell
7,499
-20
-0.3% -$1.74K 0.15% 159
2023
Q2 		$642K Buy
7,519
+447
+6% +$38.2K 0.16% 154
2023
Q1 		$621K Buy
7,072
+584
+9% +$54.5K 0.17% 139
2022
Q4 		$552K Buy
6,488
+491
+8% +$41.8K 0.17% 136
2022
Q3 		$474K Buy
5,997
+282
+5% +$23.8K 0.17% 127
2022
Q2 		$435K Buy
5,715
+2,777
+95% +$227K 0.16% 141
2022
Q1 		$257K Buy
+2,938
New +$283K 0.1% 197

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Cooper Financial Group's MS Position: Q3 2026 in Review

Cooper Financial Group increased its Morgan Stanley (MS) stake by 12% in Q3 2026, buying an estimated $182K and bringing the position to 7,913 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #129.

Cooper Financial Group first reported a position in MS in Q1 2022 and has held it in 19 quarters since. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cooper Financial Group held 7,913 shares of Morgan Stanley worth $1.49M as of Q3 2026.
  • Cooper Financial Group bought 858 Morgan Stanley shares in Q3 2026, an estimated $182K.
  • Morgan Stanley made up 0.12% of Cooper Financial Group's portfolio in Q3 2026, its #129 holding.
  • Cooper Financial Group first reported a position in Morgan Stanley in Q1 2022 and has held it in 19 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.