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Cornerstone Wealth Management’s Morgan Stanley MS Stock Holding History

Cornerstone Wealth Management’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
Q3 		$1.01M Buy
5,386
+93
+2% +$19.8K 0.04% 332
2026
Q2 		$1.11M Sell
5,293
-332
-6% -$65.7K 0.05% 319
2026
Q1 		$926K Buy
5,625
+429
+8% +$74.3K 0.05% 325
2025
Q4 		$922K Sell
5,196
-47
-0.9% -$7.84K 0.05% 304
2025
Q3 		$833K Buy
5,243
+747
+17% +$110K 0.05% 310
2025
Q2 		$633K Buy
4,496
+8
+0.2% +$983 0.04% 343
2025
Q1 		$524K Buy
4,488
+204
+5% +$26.3K 0.04% 356
2024
Q4 		$539K Buy
4,284
+60
+1% +$7.39K 0.04% 336
2024
Q3 		$440K Sell
4,224
-194
-4% -$19.5K 0.03% 382
2024
Q2 		$429K Sell
4,418
-49
-1% -$4.66K 0.03% 359
2024
Q1 		$421K Buy
4,467
+83
+2% +$7.31K 0.03% 359
2023
Q4 		$409K Sell
4,384
-711
-14% -$56.9K 0.04% 358
2023
Q3 		$416K Buy
5,095
+229
+5% +$19.9K 0.04% 349
2023
Q2 		$416K Sell
4,866
-185
-4% -$15.8K 0.04% 337
2023
Q1 		$443K Buy
+5,051
New +$471K 0.04% 301
2022
Q3 		$453K Sell
5,735
-1,269
-18% -$107K 0.05% 275
2022
Q2 		$533K Buy
7,004
+2,983
+74% +$244K 0.06% 244
2022
Q1 		$351K Buy
4,021
+151
+4% +$14.6K 0.03% 337
2021
Q4 		$380K Sell
3,870
-37
-0.9% -$3.69K 0.04% 339
2021
Q3 		$380K Buy
3,907
+1,154
+42% +$114K 0.04% 316
2021
Q2 		$252K Buy
2,753
+73
+3% +$6.26K 0.03% 397
2021
Q1 		$208K Buy
+2,680
New +$205K 0.02% 429

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cornerstone Wealth Management's MS Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Morgan Stanley (MS) stake by 1.8% in Q3 2026, buying an estimated $19.8K and bringing the position to 5,386 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #332.

Cornerstone Wealth Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.11M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cornerstone Wealth Management held 5,386 shares of Morgan Stanley worth $1.01M as of Q3 2026.
  • Cornerstone Wealth Management bought 93 Morgan Stanley shares in Q3 2026, an estimated $19.8K.
  • Morgan Stanley made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #332 holding.
  • Cornerstone Wealth Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's Morgan Stanley position peaked at $1.11M in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.