Cornerstone Advisory
MS icon

Cornerstone Advisory’s Morgan Stanley MS Stock Holding History

Cornerstone Advisory’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 		$536K Buy
2,847
+12
+0.4% +$2.55K 0.04% 160
2026
Q2 		$593K Buy
2,835
+128
+5% +$25.3K 0.05% 148
2026
Q1 		$445K Buy
2,707
+157
+6% +$27.2K 0.04% 163
2025
Q4 		$453K Buy
2,550
+72
+3% +$12K 0.04% 159
2025
Q3 		$394K Buy
2,478
+30
+1% +$4.43K 0.04% 167
2025
Q2 		$345K Buy
2,448
+83
+4% +$10.2K 0.04% 173
2025
Q1 		$280K Buy
2,365
+396
+20% +$51K 0.03% 186
2024
Q4 		$274K Sell
1,969
-694
-26% -$85.5K 0.03% 197
2024
Q3 		$278K Buy
2,663
+21
+0.8% +$2.12K 0.04% 189
2024
Q2 		$257K Sell
2,642
-989
-27% -$94.1K 0.04% 189
2024
Q1 		$342K Buy
3,631
+1,235
+52% +$109K 0.05% 169
2023
Q4 		$223K Buy
+2,396
New +$192K 0.03% 209
2022
Q1 		– Sell
-1,550
Closed -$152K – 550
2021
Q4 		$152K Buy
+1,550
New +$154K 0.02% 282

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cornerstone Advisory's MS Position: Q3 2026 in Review

Cornerstone Advisory increased its Morgan Stanley (MS) stake by 0.42% in Q3 2026, buying an estimated $2.55K and bringing the position to 2,847 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #160.

Cornerstone Advisory first reported a position in MS in Q4 2021 and has held it in 13 quarters since. The position peaked at $593K in Q2 2026. 1,594 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cornerstone Advisory held 2,847 shares of Morgan Stanley worth $536K as of Q3 2026.
  • Cornerstone Advisory bought 12 Morgan Stanley shares in Q3 2026, an estimated $2.55K.
  • Morgan Stanley made up 0.04% of Cornerstone Advisory's portfolio in Q3 2026, its #160 holding.
  • Cornerstone Advisory first reported a position in Morgan Stanley in Q4 2021 and has held it in 13 quarters since.
  • Cornerstone Advisory's Morgan Stanley position peaked at $593K in Q2 2026.
  • 1,594 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.