CRA Financial Services
MS icon

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
Q3 		$261K Buy
1,389
+18
+1% +$3.82K 0.03% 273
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

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Citigroup
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Swedbank
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Robeco Institutional Asset Management
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DekaBank Deutsche Girozentrale
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Harel Insurance Investments & Financial Services
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CRA Financial Services's MS Position: Q3 2026 in Review

CRA Financial Services increased its Morgan Stanley (MS) stake by 1.3% in Q3 2026, buying an estimated $3.82K and bringing the position to 1,389 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #273.

CRA Financial Services first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $287K in Q2 2026. 1,413 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • CRA Financial Services held 1,389 shares of Morgan Stanley worth $261K as of Q3 2026.
  • CRA Financial Services bought 18 Morgan Stanley shares in Q3 2026, an estimated $3.82K.
  • Morgan Stanley made up 0.03% of CRA Financial Services's portfolio in Q3 2026, its #273 holding.
  • CRA Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • CRA Financial Services's Morgan Stanley position peaked at $287K in Q2 2026.
  • 1,413 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.