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Cresset Asset Management’s Morgan Stanley MS Stock Holding History

Cresset Asset Management’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
Q1 		$5.71M Buy
34,688
+2,443
+8% +$423K 0.02% 346
2025
Q4 		$5.72M Buy
32,245
+227
+0.7% +$37.9K 0.02% 344
2025
Q3 		$5.09M Buy
32,018
+3,287
+11% +$485K 0.02% 347
2025
Q2 		$4.05M Sell
28,731
-12,942
-31% -$1.59M 0.02% 364
2025
Q1 		$4.86M Buy
41,673
+625
+2% +$80.5K 0.02% 352
2024
Q4 		$5.16M Sell
41,048
-74,945
-65% -$9.23M 0.02% 346
2024
Q3 		$12.1M Buy
115,993
+5,394
+5% +$543K 0.05% 265
2024
Q2 		$10.7M Buy
110,599
+23,649
+27% +$2.25M 0.05% 263
2024
Q1 		$8.19M Buy
86,950
+15,601
+22% +$1.37M 0.04% 287
2023
Q4 		$6.65M Sell
71,349
-5,354
-7% -$428K 0.04% 273
2023
Q3 		$6.26M Sell
76,703
-1,877
-2% -$163K 0.02% 289
2023
Q2 		$6.71M Buy
78,580
+50,887
+184% +$4.35M 0.01% 347
2023
Q1 		$2.43M Sell
27,693
-4
-0% -$373 0.05% 207
2022
Q4 		$1.85M Buy
27,697
+2,730
+11% +$233K 0.02% 209
2022
Q3 		$1.97M Sell
24,967
-14,754
-37% -$1.24M 0.02% 214
2022
Q2 		$2.84M Buy
39,721
+3,756
+10% +$308K 0.03% 178
2022
Q1 		$2.9M Sell
35,965
-1,387
-4% -$134K 0.03% 197
2021
Q4 		$3.41M Sell
37,352
-2,794
-7% -$278K 0.03% 204
2021
Q3 		$3.91M Buy
40,146
+10,663
+36% +$1.06M 0.05% 137
2021
Q2 		$2.7M Sell
29,483
-2,736
-8% -$235K 0.04% 163
2021
Q1 		$2.5M Buy
32,219
+10,252
+47% +$786K 0.04% 148
2020
Q4 		$1.5M Buy
21,967
+5,489
+33% +$315K 0.02% 188
2020
Q3 		$797K Sell
16,478
-4,070
-20% -$205K 0.01% 265
2020
Q2 		$992K Buy
20,548
+6,228
+43% +$262K 0.02% 213
2020
Q1 		$487K Sell
14,320
-441
-3% -$20.8K 0.01% 292
2019
Q4 		$755K Buy
14,761
+7,986
+118% +$378K 0.02% 244
2019
Q3 		$289K Buy
6,775
+1,928
+40% +$82.4K 0.01% 395
2019
Q2 		$212K Buy
4,847
+366
+8% +$16.3K 0.01% 434
2019
Q1 		$189K Buy
4,481
+2,325
+108% +$97.8K 0.01% 388
2018
Q4 		$85K Buy
+2,156
New +$94.1K 0.01% 361

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cresset Asset Management's MS Position: Q1 2026 in Review

Cresset Asset Management increased its Morgan Stanley (MS) stake by 7.6% in Q1 2026, buying an estimated $423K and bringing the position to 34,688 shares worth $5.71M. The position accounts for 0.02% of the portfolio, ranked #346.

Cresset Asset Management first reported a position in MS in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.1M in Q3 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cresset Asset Management held 34,688 shares of Morgan Stanley worth $5.71M as of Q1 2026.
  • Cresset Asset Management bought 2,443 Morgan Stanley shares in Q1 2026, an estimated $423K.
  • Morgan Stanley made up 0.02% of Cresset Asset Management's portfolio in Q1 2026, its #346 holding.
  • Cresset Asset Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Morgan Stanley position peaked at $12.1M in Q3 2024.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.