Creative Capital Management Investments’s Morgan Stanley MS Stock Holding History

Creative Capital Management Investments’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	$11.8K	Hold	72	–	–	﹤0.01%	200
2025 Q4	$12.8K	Hold	72	–	–	﹤0.01%	196
2025 Q3	$11.4K	Hold	72	–	–	﹤0.01%	192
2025 Q2	$10.1K	Hold	72	–	–	﹤0.01%	216
2025 Q1	$8.4K	Hold	72	–	–	﹤0.01%	191
2024 Q4	$9.05K	Hold	72	–	–	﹤0.01%	195
2024 Q3	$7.5K	Hold	72	–	–	﹤0.01%	180
2024 Q2	$7K	Hold	72	–	–	﹤0.01%	183
2024 Q1	$6.78K	Hold	72	–	–	﹤0.01%	170
2023 Q4	$6.71K	Hold	72	–	–	﹤0.01%	169
2023 Q3	$5.88K	Buy	+72	New	+$6.25K	﹤0.01%	182

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

Creative Capital Management Investments's MS Position: Q1 2026 in Review

Creative Capital Management Investments held its Morgan Stanley (MS) position steady in Q1 2026 at 72 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Creative Capital Management Investments first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.8K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Creative Capital Management Investments held 72 shares of Morgan Stanley worth $11.8K as of Q1 2026.
Creative Capital Management Investments left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #200 holding.
Creative Capital Management Investments first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
Creative Capital Management Investments's Morgan Stanley position peaked at $12.8K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.