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Cullinan Associates’s Morgan Stanley MS Stock Holding History

Cullinan Associates’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 		$2.52M Sell
15,295
-11,449
-43% -$1.98M 0.2% 85
2025
Q4 		$4.75M Sell
26,744
-7,406
-22% -$1.24M 0.32% 65
2025
Q3 		$5.43M Sell
34,150
-6,322
-16% -$934K 0.35% 60
2025
Q2 		$5.7M Buy
40,472
+3,420
+9% +$420K 0.38% 58
2025
Q1 		$4.32M Sell
37,052
-2,141
-5% -$276K 0.31% 70
2024
Q4 		$4.93M Sell
39,193
-6,290
-14% -$775K 0.32% 64
2024
Q3 		$5.37M Buy
45,483
+1,684
+4% +$170K 0.3% 65
2024
Q2 		$4.26M Buy
43,799
+8,579
+24% +$817K 0.24% 84
2024
Q1 		$3.32M Sell
35,220
-76,499
-68% -$6.74M 0.19% 97
2023
Q4 		$10.4M Sell
111,719
-65,498
-37% -$5.24M 0.58% 38
2023
Q3 		$14.5M Buy
177,217
+31,298
+21% +$2.72M 0.84% 29
2023
Q2 		$12.5M Buy
145,919
+5,351
+4% +$458K 0.69% 37
2023
Q1 		$12.3M Buy
140,568
+6,558
+5% +$612K 0.72% 38
2022
Q4 		$11.4M Sell
134,010
-17,938
-12% -$1.53M 0.63% 35
2022
Q3 		$12M Buy
151,948
+33,720
+29% +$2.84M 0.76% 36
2022
Q2 		$8.99M Buy
118,228
+57,562
+95% +$4.71M 0.55% 48
2022
Q1 		$5.3M Buy
60,666
+55,625
+1,103% +$5.37M 0.28% 86
2021
Q4 		$495K Buy
+5,041
New +$502K 0.03% 181
2020
Q1 		– Sell
-19,700
Closed -$1.01M – 179
2019
Q4 		$1.01M Sell
19,700
-20,600
-51% -$975K 0.07% 127
2019
Q3 		$1.72M Sell
40,300
-300
-0.7% -$12.8K 0.12% 114
2019
Q2 		$1.78M Sell
40,600
-100
-0.2% -$4.46K 0.13% 112
2019
Q1 		$1.72M Hold
40,700
– – 0.13% 116
2018
Q4 		$1.61M Sell
40,700
-4,300
-10% -$188K 0.13% 110
2018
Q3 		$2.1M Buy
45,000
+100
+0.2% +$4.88K 0.15% 113
2018
Q2 		$2.13M Buy
+44,900
New +$2.35M 0.16% 109

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

Cullinan Associates's MS Position: Q1 2026 in Review

Cullinan Associates reduced its Morgan Stanley (MS) stake by 43% in Q1 2026, selling an estimated $1.98M and leaving 15,295 shares worth $2.52M. The position accounts for 0.2% of the portfolio, ranked #85.

Cullinan Associates first reported a position in MS in Q2 2018 and has held it in 25 quarters since. The position peaked at $14.5M in Q3 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cullinan Associates held 15,295 shares of Morgan Stanley worth $2.52M as of Q1 2026.
  • Cullinan Associates sold 11,449 Morgan Stanley shares in Q1 2026, an estimated $1.98M.
  • Morgan Stanley made up 0.2% of Cullinan Associates's portfolio in Q1 2026, its #85 holding.
  • Cullinan Associates first reported a position in Morgan Stanley in Q2 2018 and has held it in 25 quarters since.
  • Cullinan Associates's Morgan Stanley position peaked at $14.5M in Q3 2023.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.