CFMC
MS icon

Curbstone Financial Management Corp’s Morgan Stanley MS Stock Holding History

Curbstone Financial Management Corp’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 		$1.17M Sell
5,576
-100
-2% -$19.8K 0.2% 102
2026
Q1 		$934K Sell
5,676
-100
-2% -$17.3K 0.18% 113
2025
Q4 		$1.03M Buy
5,776
+350
+6% +$58.4K 0.2% 105
2025
Q3 		$863K Sell
5,426
-250
-4% -$36.9K 0.17% 128
2025
Q2 		$800K Hold
5,676
– – 0.16% 129
2025
Q1 		$662K Buy
5,676
+100
+2% +$12.9K 0.14% 139
2024
Q4 		$701K Sell
5,576
-200
-3% -$24.6K 0.15% 132
2024
Q3 		$602K Sell
5,776
-56
-1% -$5.64K 0.13% 150
2024
Q2 		$567K Buy
5,832
+200
+4% +$19K 0.12% 153
2024
Q1 		$530K Hold
5,632
– – 0.11% 162
2023
Q4 		$525K Buy
5,632
+100
+2% +$8K 0.12% 157
2023
Q3 		$452K Hold
5,532
– – 0.11% 164
2023
Q2 		$472K Hold
5,532
– – 0.11% 160
2023
Q1 		$486K Sell
5,532
-150
-3% -$14K 0.12% 161
2022
Q4 		$483K Sell
5,682
-480
-8% -$40.9K 0.12% 161
2022
Q3 		$487K Buy
6,162
+200
+3% +$16.9K 0.12% 155
2022
Q2 		$453K Hold
5,962
– – 0.11% 165
2022
Q1 		$521K Sell
5,962
-50
-0.8% -$4.82K 0.1% 171
2021
Q4 		$590K Buy
6,012
+400
+7% +$39.8K 0.1% 166
2021
Q3 		$546K Hold
5,612
– – 0.1% 167
2021
Q2 		$515K Hold
5,612
– – 0.1% 172
2021
Q1 		$436K Buy
+5,612
New +$430K 0.09% 177

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

Curbstone Financial Management Corp's MS Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $19.8K and leaving 5,576 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #102.

Curbstone Financial Management Corp first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Curbstone Financial Management Corp held 5,576 shares of Morgan Stanley worth $1.17M as of Q2 2026.
  • Curbstone Financial Management Corp sold 100 Morgan Stanley shares in Q2 2026, an estimated $19.8K.
  • Morgan Stanley made up 0.2% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #102 holding.
  • Curbstone Financial Management Corp first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.