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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Planning's MS Position: Q2 2026 in Review

Creative Planning increased its Morgan Stanley (MS) stake by 8.8% in Q2 2026, buying an estimated $8.35M and bringing the position to 522,699 shares worth $109M. The position accounts for 0.06% of the portfolio, ranked #143.

Creative Planning first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Creative Planning held 522,699 shares of Morgan Stanley worth $109M as of Q2 2026.
Creative Planning bought 42,155 Morgan Stanley shares in Q2 2026, an estimated $8.35M.
Morgan Stanley made up 0.06% of Creative Planning's portfolio in Q2 2026, its #143 holding.
Creative Planning first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.