Cunning Capital Partners’s Morgan Stanley MS Stock Holding History

Cunning Capital Partners’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	$7.54M	Hold	45,796	–	–	3.83%	6
2025 Q4	$8.13M	Hold	45,796	–	–	3.76%	7
2025 Q3	$7.28M	Sell	45,796 -12,745	-22%	-$1.88M	3.37%	7
2025 Q2	$8.25M	Hold	58,541	–	–	4.3%	4
2025 Q1	$6.83M	Sell	58,541 -337	-0.6%	-$43.4K	4.35%	4
2024 Q4	$7.4M	Hold	58,878	–	–	4.44%	3
2024 Q3	$6.14M	Hold	58,878	–	–	3.21%	4
2024 Q2	$5.72M	Hold	58,878	–	–	3.2%	4
2024 Q1	$5.54M	Buy	58,878 +23,400	+66%	+$2.06M	3.07%	4
2023 Q4	$3.31M	Hold	35,478	–	–	2.06%	7
2023 Q3	$2.9M	Buy	+35,478	New	+$3.08M	1.91%	7
2023 Q2	–	Sell	-19,870	Closed	-$1.7M	–	10
2023 Q1	$1.75M	Hold	19,870	–	–	1.19%	33
2022 Q4	$1.69M	Hold	19,870	–	–	1.2%	26
2022 Q3	$1.57M	Hold	19,870	–	–	1.24%	26
2022 Q2	$1.51M	Buy	+19,870	New	+$1.63M	1.17%	33

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cunning Capital Partners's MS Position: Q1 2026 in Review

Cunning Capital Partners held its Morgan Stanley (MS) position steady in Q1 2026 at 45,796 shares worth $7.54M. The position accounts for 3.83% of the portfolio, ranked #6.

Cunning Capital Partners first reported a position in MS in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.25M in Q2 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cunning Capital Partners held 45,796 shares of Morgan Stanley worth $7.54M as of Q1 2026.
Cunning Capital Partners left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 3.83% of Cunning Capital Partners's portfolio in Q1 2026, its #6 holding.
Cunning Capital Partners first reported a position in Morgan Stanley in Q2 2022 and has held it in 15 quarters since.
Cunning Capital Partners's Morgan Stanley position peaked at $8.25M in Q2 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cunning Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.