Crossmark Global Holdings’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 | $43.3M | Sell |
206,921
-4,748
| -2% | -$940K | 0.56% | 34 |
|
|
2026
Q1 | $34.8M | Sell |
211,669
-12,078
| -5% | -$2.09M | 0.51% | 37 |
|
|
2025
Q4 | $39.7M | Buy |
223,747
+6,747
| +3% | +$1.13M | 0.57% | 30 |
|
|
2025
Q3 | $34.5M | Buy |
217,000
+21,151
| +11% | +$3.12M | 0.52% | 31 |
|
|
2025
Q2 | $27.6M | Sell |
195,849
-35,522
| -15% | -$4.36M | 0.45% | 43 |
|
|
2025
Q1 | $27M | Buy |
231,371
+3,061
| +1% | +$394K | 0.48% | 40 |
|
|
2024
Q4 | $28.7M | Sell |
228,310
-33,720
| -13% | -$4.15M | 0.52% | 35 |
|
|
2024
Q3 | $27.3M | Buy |
262,030
+4,294
| +2% | +$432K | 0.49% | 38 |
|
|
2024
Q2 | $25M | Buy |
257,736
+5,896
| +2% | +$561K | 0.48% | 35 |
|
|
2024
Q1 | $23.7M | Buy |
251,840
+9,469
| +4% | +$834K | 0.45% | 46 |
|
|
2023
Q4 | $22.6M | Buy |
242,371
+17,265
| +8% | +$1.38M | 0.47% | 38 |
|
|
2023
Q3 | $18M | Buy |
225,106
+9,466
| +4% | +$822K | 0.41% | 49 |
|
|
2023
Q2 | $19.7M | Sell |
215,640
-11,772
| -5% | -$1.01M | 0.42% | 45 |
|
|
2023
Q1 | $20M | Buy |
227,412
+20,446
| +10% | +$1.91M | 0.47% | 37 |
|
|
2022
Q4 | $17.6M | Buy |
206,966
+6,193
| +3% | +$528K | 0.44% | 46 |
|
|
2022
Q3 | $15.9M | Sell |
200,773
-21,777
| -10% | -$1.84M | 0.44% | 47 |
|
|
2022
Q2 | $16.9M | Sell |
222,550
-2,673
| -1% | -$219K | 0.44% | 45 |
|
|
2022
Q1 | $19.7M | Buy |
225,223
+10,653
| +5% | +$1.03M | 0.44% | 41 |
|
|
2021
Q4 | $21.1M | Buy |
214,570
+50,031
| +30% | +$4.98M | 0.46% | 37 |
|
|
2021
Q3 | $16M | Sell |
164,539
-57,832
| -26% | -$5.73M | 0.38% | 54 |
|
|
2021
Q2 | $20.4M | Buy |
222,371
+20,423
| +10% | +$1.75M | 0.48% | 37 |
|
|
2021
Q1 | $15.7M | Sell |
201,948
-25,840
| -11% | -$1.98M | 0.39% | 51 |
|
|
2020
Q4 | $15.6M | Sell |
227,788
-16,782
| -7% | -$963K | 0.39% | 51 |
|
|
2020
Q3 | $11.8M | Sell |
244,570
-32,693
| -12% | -$1.65M | 0.33% | 68 |
|
|
2020
Q2 | $13.4M | Sell |
277,263
-13,904
| -5% | -$584K | 0.39% | 50 |
|
|
2020
Q1 | $9.9M | Buy |
291,167
+19,747
| +7% | +$930K | 0.35% | 70 |
|
|
2019
Q4 | $13.9M | Buy |
271,420
+337
| +0.1% | +$16K | 0.38% | 63 |
|
|
2019
Q3 | $11.6M | Sell |
271,083
-4,393
| -2% | -$188K | 0.34% | 70 |
|
|
2019
Q2 | $12.1M | Buy |
275,476
+10,358
| +4% | +$462K | 0.34% | 68 |
|
|
2019
Q1 | $11.2M | Buy |
265,118
+8,480
| +3% | +$357K | 0.32% | 72 |
|
|
2018
Q4 | $10.2M | Buy |
256,638
+4,164
| +2% | +$182K | 0.32% | 77 |
|
|
2018
Q3 | $11.8M | Buy |
252,474
+10,174
| +4% | +$497K | 0.3% | 74 |
|
|
2018
Q2 | $11.5M | Buy |
242,300
+1,779
| +0.7% | +$93K | 0.31% | 70 |
|
|
2018
Q1 | $13M | Sell |
240,521
-27,670
| -10% | -$1.53M | 0.34% | 60 |
|
|
2017
Q4 | $14.1M | Buy |
268,191
+1,701
| +0.6% | +$86K | 0.34% | 56 |
|
|
2017
Q3 | $12.8M | Buy |
+266,490
| New | +$12.4M | 0.33% | 61 |
|
|
2016
Q3 | $12.8M | Buy |
+266,490
| New | +$7.95M | 0.33% | 61 |
|
Other funds holding MS
Crossmark Global Holdings's MS Position: Q2 2026 in Review
Crossmark Global Holdings reduced its Morgan Stanley (MS) stake by 2.2% in Q2 2026, selling an estimated $940K and leaving 206,921 shares worth $43.3M. The position accounts for 0.56% of the portfolio, ranked #34.
Crossmark Global Holdings first reported a position in MS in Q3 2016 and has held it in 37 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Crossmark Global Holdings held 206,921 shares of Morgan Stanley worth $43.3M as of Q2 2026.
- Crossmark Global Holdings sold 4,748 Morgan Stanley shares in Q2 2026, an estimated $940K.
- Morgan Stanley made up 0.56% of Crossmark Global Holdings's portfolio in Q2 2026, its #34 holding.
- Crossmark Global Holdings first reported a position in Morgan Stanley in Q3 2016 and has held it in 37 quarters since.
- 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.