Creative Planning’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.1M | Buy |
480,544
+25,267
| +6% | +$4.37M | 0.05% | 154 |
|
|
2025
Q4 | $80.8M | Buy |
455,277
+31,408
| +7% | +$5.24M | 0.06% | 140 |
|
|
2025
Q3 | $67.4M | Buy |
423,869
+134,563
| +47% | +$19.9M | 0.05% | 149 |
|
|
2025
Q2 | $40.8M | Buy |
289,306
+18,763
| +7% | +$2.3M | 0.03% | 205 |
|
|
2025
Q1 | $31.6M | Buy |
270,543
+29,194
| +12% | +$3.76M | 0.03% | 234 |
|
|
2024
Q4 | $30.3M | Buy |
241,349
+21,235
| +10% | +$2.62M | 0.03% | 220 |
|
|
2024
Q3 | $22.9M | Buy |
220,114
+8,902
| +4% | +$896K | 0.02% | 253 |
|
|
2024
Q2 | $20.5M | Buy |
211,212
+41,660
| +25% | +$3.97M | 0.02% | 264 |
|
|
2024
Q1 | $16M | Buy |
169,552
+17,052
| +11% | +$1.5M | 0.02% | 304 |
|
|
2023
Q4 | $14.2M | Sell |
152,500
-17,514
| -10% | -$1.4M | 0.03% | 306 |
|
|
2023
Q3 | $13.9M | Buy |
170,014
+11,913
| +8% | +$1.03M | 0.02% | 296 |
|
|
2023
Q2 | $13.5M | Buy |
158,101
+10,866
| +7% | +$929K | 0.02% | 290 |
|
|
2023
Q1 | $12.9M | Buy |
147,235
+11,331
| +8% | +$1.06M | 0.02% | 289 |
|
|
2022
Q4 | $11.6M | Buy |
135,904
+13,713
| +11% | +$1.17M | 0.02% | 315 |
|
|
2022
Q3 | $9.65M | Sell |
122,191
-6,577
| -5% | -$554K | 0.02% | 315 |
|
|
2022
Q2 | $9.79M | Buy |
128,768
+7,165
| +6% | +$587K | 0.02% | 326 |
|
|
2022
Q1 | $10.6M | Buy |
121,603
+7,491
| +7% | +$723K | 0.02% | 308 |
|
|
2021
Q4 | $11.2M | Buy |
114,112
+4,381
| +4% | +$436K | 0.02% | 265 |
|
|
2021
Q3 | $10.7M | Buy |
109,731
+5,708
| +5% | +$566K | 0.02% | 253 |
|
|
2021
Q2 | $9.54M | Sell |
104,023
-14,900
| -13% | -$1.28M | 0.02% | 274 |
|
|
2021
Q1 | $9.24M | Buy |
118,923
+14,651
| +14% | +$1.12M | 0.02% | 289 |
|
|
2020
Q4 | $7.15M | Buy |
104,272
+35,217
| +51% | +$2.02M | 0.02% | 314 |
|
|
2020
Q3 | $3.34M | Buy |
69,055
+11,839
| +21% | +$596K | 0.01% | 405 |
|
|
2020
Q2 | $2.76M | Sell |
57,216
-4,083
| -7% | -$171K | 0.01% | 399 |
|
|
2020
Q1 | $2.08M | Sell |
61,299
-14,146
| -19% | -$666K | 0.01% | 424 |
|
|
2019
Q4 | $3.86M | Sell |
75,445
-17,744
| -19% | -$840K | 0.01% | 343 |
|
|
2019
Q3 | $3.98M | Buy |
93,189
+2,621
| +3% | +$112K | 0.01% | 331 |
|
|
2019
Q2 | $3.97M | Buy |
90,568
+43,590
| +93% | +$1.94M | 0.01% | 337 |
|
|
2019
Q1 | $1.98M | Sell |
46,978
-3,084
| -6% | -$130K | 0.01% | 462 |
|
|
2018
Q4 | $1.99M | Sell |
50,062
-12,187
| -20% | -$532K | 0.01% | 426 |
|
|
2018
Q3 | $2.9M | Sell |
62,249
-3,477
| -5% | -$170K | 0.01% | 390 |
|
|
2018
Q2 | $3.12M | Buy |
65,726
+3,753
| +6% | +$196K | 0.01% | 363 |
|
|
2018
Q1 | $3.34M | Buy |
61,973
+3,023
| +5% | +$167K | 0.01% | 336 |
|
|
2017
Q4 | $3.09M | Buy |
58,950
+2,738
| +5% | +$138K | 0.01% | 346 |
|
|
2017
Q3 | $2.71M | Sell |
56,212
-4,783
| -8% | -$222K | 0.01% | 377 |
|
|
2017
Q2 | $2.72M | Sell |
60,995
-13,259
| -18% | -$572K | 0.01% | 351 |
|
|
2017
Q1 | $3.18M | Buy |
74,254
+19,754
| +36% | +$877K | 0.02% | 300 |
|
|
2016
Q4 | $2.3M | Sell |
54,500
-31,208
| -36% | -$1.18M | 0.01% | 365 |
|
|
2016
Q3 | $2.75M | Buy |
85,708
+17,103
| +25% | +$510K | 0.02% | 313 |
|
|
2016
Q2 | $1.78M | Buy |
68,605
+14,858
| +28% | +$389K | 0.01% | 363 |
|
|
2016
Q1 | $1.34M | Buy |
53,747
+9,770
| +22% | +$249K | 0.01% | 414 |
|
|
2015
Q4 | $1.4M | Buy |
43,977
+10,395
| +31% | +$345K | 0.01% | 405 |
|
|
2015
Q3 | $1.06M | Sell |
33,582
-42,542
| -56% | -$1.55M | 0.01% | 453 |
|
|
2015
Q2 | $2.95M | Buy |
76,124
+40,517
| +114% | +$1.54M | 0.03% | 221 |
|
|
2015
Q1 | $1.27M | Sell |
35,607
-137
| -0.4% | -$4.92K | 0.01% | 393 |
|
|
2014
Q4 | $1.39M | Buy |
35,744
+2,558
| +8% | +$91K | 0.01% | 353 |
|
|
2014
Q3 | $1.15M | Sell |
33,186
-2,360
| -7% | -$78.6K | 0.01% | 355 |
|
|
2014
Q2 | $1.15M | Buy |
35,546
+6,713
| +23% | +$207K | 0.01% | 352 |
|
|
2014
Q1 | $899K | Buy |
28,833
+1,633
| +6% | +$50.5K | 0.01% | 402 |
|
|
2013
Q4 | $853K | Buy |
27,200
+3,825
| +16% | +$114K | 0.01% | 350 |
|
|
2013
Q3 | $630K | Buy |
23,375
+6,385
| +38% | +$171K | 0.01% | 379 |
|
|
2013
Q2 | $415K | Buy |
+16,990
| New | +$403K | 0.01% | 454 |
|
Other funds holding MS
VCM
VPM
Creative Planning's MS Position: Q1 2026 in Review
Creative Planning increased its Morgan Stanley (MS) stake by 5.5% in Q1 2026, buying an estimated $4.37M and bringing the position to 480,544 shares worth $79.1M. The position accounts for 0.05% of the portfolio, ranked #154.
Creative Planning first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.8M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Creative Planning held 480,544 shares of Morgan Stanley worth $79.1M as of Q1 2026.
- Creative Planning bought 25,267 Morgan Stanley shares in Q1 2026, an estimated $4.37M.
- Morgan Stanley made up 0.05% of Creative Planning's portfolio in Q1 2026, its #154 holding.
- Creative Planning first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Morgan Stanley position peaked at $80.8M in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.