CFP
MS icon

Curran Financial Partners’s Morgan Stanley MS Stock Holding History

Curran Financial 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 		– Sell
-1,138
Closed -$202K – 130
2025
Q4 		$202K Buy
+1,138
New +$190K 0.04% 125

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

Curran Financial Partners's MS Position: Q1 2026 in Review

Curran Financial Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,138 shares — an estimated $202K sold.

Curran Financial Partners first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Curran Financial Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Curran Financial Partners sold 1,138 Morgan Stanley shares in Q1 2026, an estimated $202K.
  • Curran Financial Partners first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Curran Financial Partners's Morgan Stanley position peaked at $202K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.