Creative Planning’s Morgan Stanley MS Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-13,000	Closed	-$49K	–	2391
2021 Q1	$49K	Buy	+13,000	New	+$996K	﹤0.01%	2355
2015 Q4	–	Sell	-3,000	Closed	-$1K	–	4511
2015 Q3	$1K	Buy	+3,000	New	+$109K	﹤0.01%	4117
2015 Q2	–	Sell	-3,000	Closed	-$10K	–	2282
2015 Q1	$10K	Sell	3,000 -9,000	-75%	-$323K	﹤0.01%	3194
2014 Q4	$57K	Sell	12,000 -1,000	-8%	-$35.6K	﹤0.01%	1917
2014 Q3	$30K	Buy	13,000 +9,000	+225%	+$300K	﹤0.01%	2253
2014 Q2	$16K	Buy	4,000 +1,000	+33%	+$30.8K	﹤0.01%	2621
2014 Q1	$12K	Buy	+3,000	New	+$92.7K	﹤0.01%	2673

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 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.