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Cornerstone Planning’s Morgan Stanley MS Stock Holding History

Cornerstone Planning’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 		$3.56M Buy
17,029
+318
+2% +$63K 0.82% 42
2026
Q1 		$2.75M Sell
16,711
-3,591
-18% -$622K 0.62% 65
2025
Q4 		$3.62M Buy
+20,302
New +$3.39M 0.84% 41
2024
Q4 		$290K Buy
+2,308
New +$284K 0.11% 106

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's MS Position: Q2 2026 in Review

Cornerstone Planning increased its Morgan Stanley (MS) stake by 1.9% in Q2 2026, buying an estimated $63K and bringing the position to 17,029 shares worth $3.56M. The position accounts for 0.82% of the portfolio, ranked #42.

Cornerstone Planning first reported a position in MS in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.62M in Q4 2025. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cornerstone Planning held 17,029 shares of Morgan Stanley worth $3.56M as of Q2 2026.
  • Cornerstone Planning bought 318 Morgan Stanley shares in Q2 2026, an estimated $63K.
  • Morgan Stanley made up 0.82% of Cornerstone Planning's portfolio in Q2 2026, its #42 holding.
  • Cornerstone Planning first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Morgan Stanley position peaked at $3.62M in Q4 2025.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.