Cromwell Holdings’s Morgan Stanley MS Stock Holding History

Cromwell Holdings’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 Q3	$759K	Hold	4,034	–	–	0.34%	49
2026 Q2	$843K	Hold	4,034	–	–	0.38%	51
2026 Q1	$664K	Hold	4,034	–	–	0.37%	43
2025 Q4	$716K	Hold	4,034	–	–	0.39%	39
2025 Q3	$641K	Hold	4,034	–	–	0.34%	43
2025 Q2	$568K	Hold	4,034	–	–	0.34%	52
2025 Q1	$471K	Hold	4,034	–	–	0.3%	66
2024 Q4	$507K	Hold	4,034	–	–	0.29%	60
2024 Q3	$421K	Hold	4,034	–	–	0.27%	72
2024 Q2	$392K	Buy	+4,034	New	+$384K	0.23%	79

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cromwell Holdings's MS Position: Q3 2026 in Review

Cromwell Holdings held its Morgan Stanley (MS) position steady in Q3 2026 at 4,034 shares worth $759K. The position accounts for 0.34% of the portfolio, ranked #49.

Cromwell Holdings first reported a position in MS in Q2 2024 and has held it in 10 quarters since. The position peaked at $843K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Cromwell Holdings held 4,034 shares of Morgan Stanley worth $759K as of Q3 2026.
Cromwell Holdings left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.34% of Cromwell Holdings's portfolio in Q3 2026, its #49 holding.
Cromwell Holdings first reported a position in Morgan Stanley in Q2 2024 and has held it in 10 quarters since.
Cromwell Holdings's Morgan Stanley position peaked at $843K in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.