Cranbrook Wealth Management’s Morgan Stanley MS Stock Holding History

Cranbrook 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 Q1	$130K	Buy	788 +8	+1%	+$1.39K	0.03%	142
2025 Q4	$138K	Hold	780	–	–	0.03%	140
2025 Q3	$124K	Sell	780 -92	-11%	-$13.6K	0.02%	149
2025 Q2	$123K	Buy	872 +93	+12%	+$11.4K	0.03%	148
2025 Q1	$90.9K	Buy	779 +56	+8%	+$7.22K	0.02%	157
2024 Q4	$90.9K	Buy	723 +1	+0.1%	+$123	0.02%	159
2024 Q3	$75.3K	Sell	722 -168	-19%	-$16.9K	0.02%	165
2024 Q2	$86.5K	Hold	890	–	–	0.02%	154
2024 Q1	$83.8K	Hold	890	–	–	0.02%	134
2023 Q4	$83K	Sell	890 -66	-7%	-$5.28K	0.02%	134
2023 Q3	$78.1K	Sell	956 -234	-20%	-$20.3K	0.02%	133
2023 Q2	$102K	Sell	1,190 -235	-16%	-$20.1K	0.03%	119
2023 Q1	$125K	Hold	1,425	–	–	0.04%	107
2022 Q4	$121K	Buy	1,425 +1	+0.1%	+$85	0.03%	113
2022 Q3	$113K	Sell	1,424 -235	-14%	-$19.8K	0.03%	120
2022 Q2	$126K	Buy	1,659 +27	+2%	+$2.21K	0.03%	118
2022 Q1	$143K	Hold	1,632	–	–	0.03%	118
2021 Q4	$160K	Hold	1,632	–	–	0.03%	110
2021 Q3	$159K	Buy	1,632 +172	+12%	+$17K	0.04%	110
2021 Q2	$134K	Sell	1,460 -36	-2%	-$3.09K	0.03%	119
2021 Q1	$116K	Buy	1,496 +1,210	+423%	+$92.7K	0.03%	124
2020 Q4	$20K	Buy	286 +268	+1,489%	+$15.4K	0.01%	206
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	259
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	256
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	249
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	252
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	260
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	231
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	236
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	230
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	225
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	215
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	215
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	212
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	213
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	219
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	203
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	208
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	200
2016 Q2	$0	Hold	18	–	–	﹤0.01%	209
2016 Q1	$0	Hold	18	–	–	﹤0.01%	212
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	196
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	203
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	206
2015 Q1	$1K	Sell	18 -136	-88%	-$4.88K	﹤0.01%	205
2014 Q4	$6K	Hold	154	–	–	﹤0.01%	181
2014 Q3	$5K	Hold	154	–	–	﹤0.01%	138
2014 Q2	$5K	Hold	154	–	–	﹤0.01%	137
2014 Q1	$5K	Hold	154	–	–	﹤0.01%	136
2013 Q4	$5K	Buy	+154	New	+$4.58K	﹤0.01%	183

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cranbrook Wealth Management's MS Position: Q1 2026 in Review

Cranbrook Wealth Management increased its Morgan Stanley (MS) stake by 1% in Q1 2026, buying an estimated $1.39K and bringing the position to 788 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #142.

Cranbrook Wealth Management first reported a position in MS in Q4 2013 and has held it in 50 quarters since. The position peaked at $160K in Q4 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cranbrook Wealth Management held 788 shares of Morgan Stanley worth $130K as of Q1 2026.
Cranbrook Wealth Management bought 8 Morgan Stanley shares in Q1 2026, an estimated $1.39K.
Morgan Stanley made up 0.03% of Cranbrook Wealth Management's portfolio in Q1 2026, its #142 holding.
Cranbrook Wealth Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's Morgan Stanley position peaked at $160K in Q4 2021.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.