CWG
MS icon

Cornerstone Wealth Group’s Morgan Stanley MS Stock Holding History

Cornerstone Wealth 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 		$1.25M Buy
6,001
+558
+10% +$110K 0.07% 157
2026
Q1 		$1.03M Buy
5,443
+205
+4% +$35.5K 0.07% 163
2025
Q4 		$930K Buy
5,238
+381
+8% +$63.6K 0.06% 158
2025
Q3 		$772K Buy
4,857
+433
+10% +$63.9K 0.05% 161
2025
Q2 		$623K Buy
4,424
+323
+8% +$39.7K 0.05% 169
2025
Q1 		$478K Buy
4,101
+297
+8% +$38.3K 0.04% 179
2024
Q4 		$478K Buy
3,804
+99
+3% +$12.2K 0.04% 168
2024
Q3 		$386K Sell
3,705
-8
-0.2% -$806 0.03% 189
2024
Q2 		$361K Buy
3,713
+66
+2% +$6.28K 0.03% 183
2024
Q1 		$343K Buy
+3,647
New +$321K 0.03% 181
2023
Q4 		– Sell
-47,511
Closed -$3.88M – 152
2023
Q3 		$3.88M Sell
47,511
-1,107
-2% -$96.1K 0.69% 47
2023
Q2 		$4.15M Buy
48,618
+540
+1% +$46.2K 0.75% 46
2023
Q1 		$4.22M Buy
48,078
+1,166
+2% +$109K 0.75% 46
2022
Q4 		$3.99M Buy
+46,912
New +$4M 0.75% 42
2019
Q3 		– Sell
-35,474
Closed -$1.55M – 151
2019
Q2 		$1.55M Sell
35,474
-1,474
-4% -$65.7K 0.42% 73
2019
Q1 		$1.56M Buy
+36,948
New +$1.55M 0.39% 54

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 Wealth Group's MS Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Morgan Stanley (MS) stake by 10% in Q2 2026, buying an estimated $110K and bringing the position to 6,001 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #157.

Cornerstone Wealth Group first reported a position in MS in Q1 2019 and has held it in 16 quarters since. The position peaked at $4.22M in Q1 2023. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cornerstone Wealth Group held 6,001 shares of Morgan Stanley worth $1.25M as of Q2 2026.
  • Cornerstone Wealth Group bought 558 Morgan Stanley shares in Q2 2026, an estimated $110K.
  • Morgan Stanley made up 0.07% of Cornerstone Wealth Group's portfolio in Q2 2026, its #157 holding.
  • Cornerstone Wealth Group first reported a position in Morgan Stanley in Q1 2019 and has held it in 16 quarters since.
  • Cornerstone Wealth Group's Morgan Stanley position peaked at $4.22M in Q1 2023.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.