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
Q2 		$320M Sell
1,528,373
-157,621
-9% -$31.2M 0.44% 44
2026
Q1 		$277M Buy
1,685,994
+180,087
+12% +$31.2M 0.4% 48
2025
Q4 		$263M Buy
1,505,907
+217,691
+17% +$36.3M 0.36% 53
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 $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

Corient Private Wealth's MS Position: Q2 2026 in Review

Corient Private Wealth reduced its Morgan Stanley (MS) stake by 9.3% in Q2 2026, selling an estimated $31.2M and leaving 1,528,373 shares worth $320M. The position accounts for 0.44% of the portfolio, ranked #44.

Corient Private Wealth first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Corient Private Wealth held 1,528,373 shares of Morgan Stanley worth $320M as of Q2 2026.
  • Corient Private Wealth sold 157,621 Morgan Stanley shares in Q2 2026, an estimated $31.2M.
  • Morgan Stanley made up 0.44% of Corient Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Corient Private Wealth first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.