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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
Q2 		$154K Buy
704
+90
+15% +$17.8K 0.02% 197
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 $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

Cornerstone Planning Group's MS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $17.8K and bringing the position to 704 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #197.

Cornerstone Planning Group first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cornerstone Planning Group held 704 shares of Morgan Stanley worth $154K as of Q2 2026.
  • Cornerstone Planning Group bought 90 Morgan Stanley shares in Q2 2026, an estimated $17.8K.
  • Morgan Stanley made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #197 holding.
  • Cornerstone Planning Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.