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Cullen Capital Management’s Morgan Stanley MS Stock Holding History

Cullen Capital 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
Q2 		$295M Sell
1,413,521
-20,044
-1% -$3.97M 2.91% 3
2026
Q1 		$236M Sell
1,433,565
-71,362
-5% -$12.4M 2.42% 10
2025
Q4 		$267M Sell
1,504,927
-57,665
-4% -$9.62M 2.92% 6
2025
Q3 		$248M Sell
1,562,592
-73,422
-4% -$10.8M 2.72% 8
2025
Q2 		$230M Sell
1,636,014
-26,585
-2% -$3.27M 2.62% 9
2025
Q1 		$194M Sell
1,662,599
-167,470
-9% -$21.6M 2.24% 21
2024
Q4 		$230M Sell
1,830,069
-631,848
-26% -$77.8M 2.68% 8
2024
Q3 		$257M Sell
2,461,917
-118,512
-5% -$11.9M 2.79% 5
2024
Q2 		$251M Sell
2,580,429
-125,873
-5% -$12M 2.89% 3
2024
Q1 		$255M Buy
2,706,302
+549,669
+25% +$48.4M 2.84% 3
2023
Q4 		$201M Sell
2,156,633
-736,800
-25% -$58.9M 2.98% 3
2023
Q3 		$236M Sell
2,893,433
-61,173
-2% -$5.31M 2.76% 8
2023
Q2 		$252M Buy
2,954,606
+35,706
+1% +$3.05M 2.25% 13
2023
Q1 		$256M Buy
2,918,900
+657,862
+29% +$61.4M 2.35% 9
2022
Q4 		$192M Sell
2,261,038
-631,805
-22% -$53.8M 2.47% 10
2022
Q3 		$229M Buy
2,892,843
+14,966
+0.5% +$1.26M 2.45% 7
2022
Q2 		$219M Buy
2,877,877
+135,999
+5% +$11.1M 2.2% 13
2022
Q1 		$240M Buy
2,741,878
+135,497
+5% +$13.1M 2.21% 10
2021
Q4 		$256M Sell
2,606,381
-73,932
-3% -$7.36M 2.4% 5
2021
Q3 		$261M Sell
2,680,313
-270,376
-9% -$26.8M 2.56% 2
2021
Q2 		$271M Sell
2,950,689
-14,423
-0.5% -$1.24M 2.62% 1
2021
Q1 		$230M Buy
2,965,112
+2,153,712
+265% +$165M 2.49% 2
2020
Q4 		$55.6M Sell
811,400
-71,305
-8% -$4.09M 3.09% 2
2020
Q3 		$42.7M Sell
882,705
-10,190
-1% -$513K 2.47% 14
2020
Q2 		$43.1M Buy
892,895
+874,870
+4,854% +$36.7M 2.43% 19
2020
Q1 		$613K Hold
18,025
– – 0.04% 103
2019
Q4 		$921K Sell
18,025
-6,275
-26% -$297K 0.04% 93
2019
Q3 		$1.04M Hold
24,300
– – 0.04% 95
2019
Q2 		$1.06M Buy
24,300
+9,100
+60% +$406K 0.04% 102
2019
Q1 		$641K Hold
15,200
– – 0.03% 104
2018
Q4 		$603K Hold
15,200
– – 0.03% 109
2018
Q3 		$708K Hold
15,200
– – 0.03% 109
2018
Q2 		$720K Hold
15,200
– – 0.03% 119
2018
Q1 		$820K Hold
15,200
– – 0.03% 118
2017
Q4 		$798K Hold
15,200
– – 0.03% 117
2017
Q3 		$732K Hold
15,200
– – 0.03% 117
2017
Q2 		$677K Hold
15,200
– – 0.02% 123
2017
Q1 		$651K Hold
15,200
– – 0.02% 130
2016
Q4 		$642K Hold
15,200
– – 0.02% 133
2016
Q3 		$487K Hold
15,200
– – 0.02% 140
2016
Q2 		$395K Hold
15,200
– – 0.01% 129
2016
Q1 		$380K Hold
15,200
– – 0.01% 142
2015
Q4 		$484K Hold
15,200
– – 0.02% 149
2015
Q3 		$479K Hold
15,200
– – 0.02% 146
2015
Q2 		$590K Buy
+15,200
New +$578K 0.02% 145

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

Cullen Capital Management's MS Position: Q2 2026 in Review

Cullen Capital Management reduced its Morgan Stanley (MS) stake by 1.4% in Q2 2026, selling an estimated $3.97M and leaving 1,413,521 shares worth $295M. The position accounts for 2.91% of the portfolio, ranked #3.

Cullen Capital Management first reported a position in MS in Q2 2015 and has held it in 45 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cullen Capital Management held 1,413,521 shares of Morgan Stanley worth $295M as of Q2 2026.
  • Cullen Capital Management sold 20,044 Morgan Stanley shares in Q2 2026, an estimated $3.97M.
  • Morgan Stanley made up 2.91% of Cullen Capital Management's portfolio in Q2 2026, its #3 holding.
  • Cullen Capital Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 45 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cullen Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.