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CreativeOne Wealth’s Morgan Stanley MS Stock Holding History

CreativeOne Wealth’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 		$11.5M Buy
55,217
+2,474
+5% +$490K 0.25% 72
2026
Q1 		$8.68M Buy
52,743
+18,252
+53% +$3.16M 0.2% 92
2025
Q4 		$6.12M Buy
34,491
+1,490
+5% +$249K 0.15% 124
2025
Q3 		$5.25M Buy
33,001
+7,635
+30% +$1.13M 0.13% 148
2025
Q2 		$3.57M Sell
25,366
-112
-0.4% -$13.8K 0.09% 203
2025
Q1 		$2.97M Buy
25,478
+7,451
+41% +$960K 0.09% 217
2024
Q4 		$2.27M Buy
18,027
+1,436
+9% +$177K 0.07% 263
2024
Q3 		$1.73M Buy
16,591
+9,090
+121% +$915K 0.06% 299
2024
Q2 		$729K Sell
7,501
-1,309
-15% -$125K 0.04% 391
2024
Q1 		$830K Buy
8,810
+5,194
+144% +$457K 0.03% 425
2023
Q4 		$338K Buy
+3,616
New +$289K 0.02% 467
2023
Q3 		– Sell
-5,368
Closed -$458K – 737
2023
Q2 		$458K Buy
5,368
+937
+21% +$80.1K 0.02% 519
2023
Q1 		$389K Sell
4,431
-32
-0.7% -$2.99K 0.02% 540
2022
Q4 		$379K Sell
4,463
-1
-0% -$85 0.02% 506
2022
Q3 		$353K Sell
4,464
-6,641
-60% -$560K 0.02% 494
2022
Q2 		$845K Buy
11,105
+5,780
+109% +$473K 0.05% 294
2022
Q1 		$465K Buy
5,325
+3,227
+154% +$311K 0.02% 449
2021
Q4 		$206K Sell
2,098
-415
-17% -$41.3K 0.01% 716
2021
Q3 		$245K Buy
2,513
+218
+9% +$21.6K 0.01% 607
2021
Q2 		$210K Buy
+2,295
New +$197K 0.01% 635

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CreativeOne Wealth's MS Position: Q2 2026 in Review

CreativeOne Wealth increased its Morgan Stanley (MS) stake by 4.7% in Q2 2026, buying an estimated $490K and bringing the position to 55,217 shares worth $11.5M. The position accounts for 0.25% of the portfolio, ranked #72.

CreativeOne Wealth first reported a position in MS in Q2 2021 and has held it in 20 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CreativeOne Wealth held 55,217 shares of Morgan Stanley worth $11.5M as of Q2 2026.
  • CreativeOne Wealth bought 2,474 Morgan Stanley shares in Q2 2026, an estimated $490K.
  • Morgan Stanley made up 0.25% of CreativeOne Wealth's portfolio in Q2 2026, its #72 holding.
  • CreativeOne Wealth first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.