Corient Private Wealth
MS icon

Corient Private Wealth’s Morgan Stanley MS Stock Holding History

Corient Private Wealth’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 		$277M Sell
1,685,994
-2,941,973
-64% -$509M 0.4% 48
2025
Q4 		$775M Buy
4,627,967
+3,339,751
+259% +$557M 0.52% 28
2025
Q3 		$201M Buy
1,288,216
+33,037
+3% +$4.88M 0.32% 62
2025
Q2 		$177M Sell
1,255,179
-2,659
-0.2% -$327K 0.24% 77
2025
Q1 		$146M Sell
1,257,838
-23,164
-2% -$2.98M 0.24% 96
2024
Q4 		$161M Sell
1,281,002
-623,822
-33% -$76.8M 0.27% 83
2024
Q3 		$198M Buy
1,904,824
+214,750
+13% +$21.6M 0.31% 65
2024
Q2 		$164M Sell
1,690,074
-166,479
-9% -$15.8M 0.29% 73
2024
Q1 		$175M Sell
1,856,553
-8,928
-0.5% -$786K 0.31% 66
2023
Q4 		$174M Sell
1,865,481
-163,296
-8% -$13.1M 0.32% 68
2023
Q3 		$166M Sell
2,028,777
-18,426
-0.9% -$1.6M 0.38% 56
2023
Q2 		$175M Buy
2,047,203
+1,008,791
+97% +$86.3M 0.4% 57
2023
Q1 		$91.2M Buy
1,038,412
+555,341
+115% +$51.8M 0.24% 105
2022
Q4 		$41.1M Buy
+483,071
New +$41.2M 0.15% 158

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Corient Private Wealth's MS Position: Q1 2026 in Review

Corient Private Wealth reduced its Morgan Stanley (MS) stake by 64% in Q1 2026, selling an estimated $509M and leaving 1,685,994 shares worth $277M. The position accounts for 0.4% of the portfolio, ranked #48.

Corient Private Wealth first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $775M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Corient Private Wealth held 1,685,994 shares of Morgan Stanley worth $277M as of Q1 2026.
  • Corient Private Wealth sold 2,941,973 Morgan Stanley shares in Q1 2026, an estimated $509M.
  • Morgan Stanley made up 0.4% of Corient Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Corient Private Wealth first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Morgan Stanley position peaked at $775M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.