CFO
MS icon

CVA Family Office’s Morgan Stanley MS Stock Holding History

CVA Family Office’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 		$1.41M Buy
8,574
+624
+8% +$108K 0.15% 88
2025
Q4 		$1.41M Buy
7,950
+18
+0.2% +$3K 0.16% 84
2025
Q3 		$1.26M Buy
7,932
+36
+0.5% +$5.32K 0.16% 89
2025
Q2 		$1.11M Buy
7,896
+400
+5% +$49.1K 0.16% 97
2025
Q1 		$875K Buy
7,496
+259
+4% +$33.4K 0.13% 106
2024
Q4 		$910K Buy
7,237
+4,643
+179% +$572K 0.14% 96
2024
Q3 		$270K Sell
2,594
-69
-3% -$6.95K 0.04% 217
2024
Q2 		$259K Buy
2,663
+54
+2% +$5.14K 0.05% 207
2024
Q1 		$246K Buy
2,609
+32
+1% +$2.82K 0.04% 212
2023
Q4 		$240K Sell
2,577
-2,452
-49% -$196K 0.05% 209
2023
Q3 		$411K Sell
5,029
-292
-5% -$25.4K 0.09% 134
2023
Q2 		$454K Sell
5,321
-29
-0.5% -$2.48K 0.1% 128
2023
Q1 		$470K Buy
5,350
+326
+6% +$30.4K 0.1% 128
2022
Q4 		$427K Sell
5,024
-154
-3% -$13.1K 0.1% 125
2022
Q3 		$409K Buy
5,178
+1,185
+30% +$99.9K 0.11% 117
2022
Q2 		$304K Buy
3,993
+995
+33% +$81.5K 0.08% 124
2022
Q1 		$262K Buy
2,998
+200
+7% +$19.3K 0.06% 151
2021
Q4 		$275K Buy
2,798
+1,576
+129% +$157K 0.07% 144
2021
Q3 		$59K Sell
1,222
-1,616
-57% -$160K 0.04% 165
2021
Q2 		$260K Buy
2,838
+1,207
+74% +$103K 0.07% 135
2021
Q1 		$127K Buy
1,631
+534
+49% +$40.9K 0.05% 156
2020
Q4 		$75K Sell
1,097
-125
-10% -$7.17K 0.05% 151
2020
Q3 		$59K Sell
1,222
-150
-11% -$7.56K 0.04% 165
2020
Q2 		$66K Buy
+1,372
New +$57.6K 0.05% 140

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

CVA Family Office's MS Position: Q1 2026 in Review

CVA Family Office increased its Morgan Stanley (MS) stake by 7.8% in Q1 2026, buying an estimated $108K and bringing the position to 8,574 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #88.

CVA Family Office first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.41M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CVA Family Office held 8,574 shares of Morgan Stanley worth $1.41M as of Q1 2026.
  • CVA Family Office bought 624 Morgan Stanley shares in Q1 2026, an estimated $108K.
  • Morgan Stanley made up 0.15% of CVA Family Office's portfolio in Q1 2026, its #88 holding.
  • CVA Family Office first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • CVA Family Office's Morgan Stanley position peaked at $1.41M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.