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 Q2	$28.4K	Buy	136 +64	+89%	+$12.7K	0.01%	207
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Capital Management Investments's MS Position: Q2 2026 in Review

Creative Capital Management Investments increased its Morgan Stanley (MS) stake by 89% in Q2 2026, buying an estimated $12.7K and bringing the position to 136 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #207.

Creative Capital Management Investments first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Creative Capital Management Investments held 136 shares of Morgan Stanley worth $28.4K as of Q2 2026.
Creative Capital Management Investments bought 64 Morgan Stanley shares in Q2 2026, an estimated $12.7K.
Morgan Stanley made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #207 holding.
Creative Capital Management Investments first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.