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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
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 $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

CWS Financial Advisors's MS Position: Q1 2026 in Review

CWS Financial Advisors increased its Morgan Stanley (MS) stake by 1.3% in Q1 2026, buying an estimated $5.02K and bringing the position to 2,236 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #111.

CWS Financial Advisors first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $392K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CWS Financial Advisors held 2,236 shares of Morgan Stanley worth $368K as of Q1 2026.
  • CWS Financial Advisors bought 29 Morgan Stanley shares in Q1 2026, an estimated $5.02K.
  • Morgan Stanley made up 0.09% of CWS Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • CWS Financial Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • CWS Financial Advisors's Morgan Stanley position peaked at $392K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.