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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
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
2018
Q4 		– Sell
-131,103
Closed -$2.65M – 851
2018
Q3 		$2.65M Sell
131,103
-19,644
-13% -$959K 0.03% 426
2018
Q2 		$3.16M Buy
+150,747
New +$7.88M 0.04% 411

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Management's MS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Morgan Stanley (MS) stake by 5.9% in Q2 2026, selling an estimated $65.7K and leaving 5,293 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #319.

Cornerstone Wealth Management first reported a position in MS in Q2 2018 and has held it in 23 quarters since. The position peaked at $3.16M in Q2 2018. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cornerstone Wealth Management held 5,293 shares of Morgan Stanley worth $1.11M as of Q2 2026.
  • Cornerstone Wealth Management sold 332 Morgan Stanley shares in Q2 2026, an estimated $65.7K.
  • Morgan Stanley made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Cornerstone Wealth Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 23 quarters since.
  • Cornerstone Wealth Management's Morgan Stanley position peaked at $3.16M in Q2 2018.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.