Cornerstone Advisors’s Morgan Stanley MS Stock Holding History

Cornerstone Advisors’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	$22.2M	Buy	+106,343	New	+$21.1M	0.73%	34
2026 Q1	–	Sell	-28,600	Closed	-$5.08M	–	144
2025 Q4	$5.08M	Sell	28,600 -66,600	-70%	-$11.1M	0.17%	121
2025 Q3	$15.1M	Hold	95,200	–	–	0.5%	53
2025 Q2	$13.4M	Buy	95,200 +6,400	+7%	+$786K	0.46%	58
2025 Q1	$10.4M	Hold	88,800	–	–	0.45%	49
2024 Q4	$11.2M	Hold	88,800	–	–	0.45%	49
2024 Q3	$9.26M	Buy	88,800 +4,000	+5%	+$403K	0.37%	62
2024 Q2	$8.24M	Sell	84,800 -5,400	-6%	-$514K	0.33%	71
2024 Q1	$8.49M	Sell	90,200 -5,600	-6%	-$493K	0.35%	68
2023 Q4	$8.93M	Sell	95,800 -15,000	-14%	-$1.2M	0.39%	61
2023 Q3	$9.05M	Sell	110,800 -59,300	-35%	-$5.15M	0.42%	56
2023 Q2	$14.5M	Hold	170,100	–	–	0.69%	33
2023 Q1	$14.9M	Hold	170,100	–	–	0.69%	42
2022 Q4	$14.5M	Hold	170,100	–	–	0.71%	41
2022 Q3	$13.4M	Buy	170,100 +66,100	+64%	+$5.57M	0.66%	42
2022 Q2	$7.91M	Buy	+104,000	New	+$8.52M	0.41%	68
2021 Q4	–	Sell	-98,000	Closed	-$9.54M	–	183
2021 Q3	$9.54M	Hold	98,000	–	–	0.55%	52
2021 Q2	$8.99M	Buy	98,000 +60,000	+158%	+$5.14M	0.53%	51
2021 Q1	$2.95M	Hold	38,000	–	–	0.26%	97
2020 Q4	$2.6M	Buy	+38,000	New	+$2.18M	0.23%	100
2020 Q3	–	Sell	-20,000	Closed	-$966K	–	199
2020 Q2	$966K	Buy	+20,000	New	+$840K	0.09%	165
2019 Q1	–	Sell	-157,000	Closed	-$6.22M	–	228
2018 Q4	$6.22M	Hold	157,000	–	–	0.55%	49
2018 Q3	$7.31M	Buy	157,000 +72,500	+86%	+$3.54M	0.53%	51
2018 Q2	$4M	Hold	84,500	–	–	0.48%	57
2018 Q1	$4.56M	Hold	84,500	–	–	0.54%	54
2017 Q4	$4.43M	Hold	84,500	–	–	0.5%	56
2017 Q3	$4.07M	Buy	84,500 +19,500	+30%	+$904K	0.47%	60
2017 Q2	$2.9M	Buy	65,000 +14,000	+27%	+$604K	0.53%	51
2017 Q1	$2.19M	Buy	+51,000	New	+$2.26M	0.39%	72
2015 Q4	–	Sell	-55,000	Closed	-$1.73M	–	248
2015 Q3	$1.73M	Hold	55,000	–	–	0.41%	67
2015 Q2	$2.13M	Hold	55,000	–	–	0.48%	61
2015 Q1	$1.96M	Hold	55,000	–	–	0.41%	63
2014 Q4	$2.13M	Hold	55,000	–	–	0.43%	67
2014 Q3	$1.9M	Hold	55,000	–	–	0.37%	79
2014 Q2	$1.78M	Buy	55,000 +16,000	+41%	+$493K	0.35%	91
2014 Q1	$1.22M	Hold	39,000	–	–	0.29%	104
2013 Q4	$1.22M	Buy	39,000 +30,000	+333%	+$892K	0.3%	94
2013 Q3	$243K	Buy	+9,000	New	+$241K	0.08%	210

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Advisors's MS Position: Q2 2026 in Review

Cornerstone Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 106,343 shares worth $22.2M. The stake represents 0.73% of the portfolio and ranks #34 among its holdings. This is a return to the name: Cornerstone Advisors previously reported a position in MS as recently as Q4 2025.

Cornerstone Advisors first reported a position in MS in Q3 2013 and has held it in 38 quarters since. 1,844 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cornerstone Advisors held 106,343 shares of Morgan Stanley worth $22.2M as of Q2 2026.
Morgan Stanley was a new Cornerstone Advisors position in Q2 2026.
Morgan Stanley made up 0.73% of Cornerstone Advisors's portfolio in Q2 2026, its #34 holding.
Cornerstone Advisors first reported a position in Morgan Stanley in Q3 2013 and has held it in 38 quarters since.
1,844 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.