CFS
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CRA Financial Services’s Morgan Stanley MS Stock Holding History

CRA Financial Services’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 		$287K Buy
1,371
+111
+9% +$22K 0.03% 262
2026
Q1 		$207K Sell
1,260
-56
-4% -$9.7K 0.03% 287
2025
Q4 		$234K Buy
1,316
+28
+2% +$4.67K 0.03% 267
2025
Q3 		$205K Buy
+1,288
New +$190K 0.03% 287

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

CRA Financial Services's MS Position: Q2 2026 in Review

CRA Financial Services increased its Morgan Stanley (MS) stake by 8.8% in Q2 2026, buying an estimated $22K and bringing the position to 1,371 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #262.

CRA Financial Services first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CRA Financial Services held 1,371 shares of Morgan Stanley worth $287K as of Q2 2026.
  • CRA Financial Services bought 111 Morgan Stanley shares in Q2 2026, an estimated $22K.
  • Morgan Stanley made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #262 holding.
  • CRA Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.