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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
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 $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

Cornerstone Advisory's MS Position: Q1 2026 in Review

Cornerstone Advisory increased its Morgan Stanley (MS) stake by 6.2% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,707 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #163.

Cornerstone Advisory first reported a position in MS in Q4 2021 and has held it in 11 quarters since. The position peaked at $453K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cornerstone Advisory held 2,707 shares of Morgan Stanley worth $445K as of Q1 2026.
  • Cornerstone Advisory bought 157 Morgan Stanley shares in Q1 2026, an estimated $27.2K.
  • Morgan Stanley made up 0.04% of Cornerstone Advisory's portfolio in Q1 2026, its #163 holding.
  • Cornerstone Advisory first reported a position in Morgan Stanley in Q4 2021 and has held it in 11 quarters since.
  • Cornerstone Advisory's Morgan Stanley position peaked at $453K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.