CWS Financial Advisors
MS icon

CWS Financial Advisors’s Morgan Stanley MS Stock Holding History

CWS Financial Advisors’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
Q3 		$427K Buy
2,270
+31
+1% +$6.59K 0.09% 109
2026
Q2 		$468K Buy
2,239
+3
+0.1% +$594 0.1% 102
2026
Q1 		$368K Buy
2,236
+29
+1% +$5.02K 0.09% 111
2025
Q4 		$392K Buy
2,207
+25
+1% +$4.17K 0.11% 104
2025
Q3 		$347K Buy
2,182
+100
+5% +$14.8K 0.1% 111
2025
Q2 		$293K Buy
+2,082
New +$256K 0.09% 111

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CWS Financial Advisors's MS Position: Q3 2026 in Review

CWS Financial Advisors increased its Morgan Stanley (MS) stake by 1.4% in Q3 2026, buying an estimated $6.59K and bringing the position to 2,270 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #109.

CWS Financial Advisors first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $468K in Q2 2026. 1,693 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • CWS Financial Advisors held 2,270 shares of Morgan Stanley worth $427K as of Q3 2026.
  • CWS Financial Advisors bought 31 Morgan Stanley shares in Q3 2026, an estimated $6.59K.
  • Morgan Stanley made up 0.09% of CWS Financial Advisors's portfolio in Q3 2026, its #109 holding.
  • CWS Financial Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • CWS Financial Advisors's Morgan Stanley position peaked at $468K in Q2 2026.
  • 1,693 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.