Cresset Asset Management’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
Q2 | $8.18M | Buy |
39,129
+4,441
| +13% | +$879K | 0.03% | 326 |
|
|
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
Cresset Asset Management's MS Position: Q2 2026 in Review
Cresset Asset Management increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $879K and bringing the position to 39,129 shares worth $8.18M. The position accounts for 0.03% of the portfolio, ranked #326.
Cresset Asset Management first reported a position in MS in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.1M in Q3 2024. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Cresset Asset Management held 39,129 shares of Morgan Stanley worth $8.18M as of Q2 2026.
- Cresset Asset Management bought 4,441 Morgan Stanley shares in Q2 2026, an estimated $879K.
- Morgan Stanley made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #326 holding.
- Cresset Asset Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's Morgan Stanley position peaked at $12.1M in Q3 2024.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.