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CPA Asset Management’s Morgan Stanley MS Stock Holding History

CPA Asset 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 		$496K Hold
2,371
– – 0.14% 60
2026
Q1 		$390K Hold
2,371
– – 0.13% 62
2025
Q4 		$421K Buy
+2,371
New +$395K 0.15% 64

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CPA Asset Management's MS Position: Q2 2026 in Review

CPA Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 2,371 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #60.

CPA Asset Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CPA Asset Management held 2,371 shares of Morgan Stanley worth $496K as of Q2 2026.
  • CPA Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.14% of CPA Asset Management's portfolio in Q2 2026, its #60 holding.
  • CPA Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.