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Cornerstone Planning Group’s Morgan Stanley MS Stock Holding History

Cornerstone Planning Group’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 		$116K Buy
614
+142
+30% +$24.6K 0.02% 226
2025
Q4 		$86.1K Buy
472
+72
+18% +$12K 0.01% 231
2025
Q3 		$66.1K Buy
400
+196
+96% +$28.9K 0.01% 273
2025
Q2 		$28.7K Sell
204
-164
-45% -$20.1K 0.01% 348
2025
Q1 		$41.3K Buy
368
+239
+185% +$30.8K 0.01% 268
2024
Q4 		$17.6K Buy
129
+20
+18% +$2.46K ﹤0.01% 331
2024
Q3 		$13K Buy
109
+12
+12% +$1.21K ﹤0.01% 368
2024
Q2 		$8.93K Buy
97
+17
+21% +$1.62K ﹤0.01% 465
2024
Q1 		$7.49K Sell
80
-20
-20% -$1.76K ﹤0.01% 457
2023
Q4 		$9.32K Sell
100
-15
-13% -$1.2K ﹤0.01% 441
2023
Q3 		$9.39K Buy
115
+38
+49% +$3.3K ﹤0.01% 435
2023
Q2 		$6.58K Buy
+77
New +$6.58K ﹤0.01% 798
2022
Q4 		$7.16K Buy
+76
New +$6.48K ﹤0.01% 744

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 Planning Group's MS Position: Q1 2026 in Review

Cornerstone Planning Group increased its Morgan Stanley (MS) stake by 30% in Q1 2026, buying an estimated $24.6K and bringing the position to 614 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #226.

Cornerstone Planning Group first reported a position in MS in Q4 2022 and has held it in 13 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cornerstone Planning Group held 614 shares of Morgan Stanley worth $116K as of Q1 2026.
  • Cornerstone Planning Group bought 142 Morgan Stanley shares in Q1 2026, an estimated $24.6K.
  • Morgan Stanley made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #226 holding.
  • Cornerstone Planning Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.