CFA
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
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 $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

CWS Financial Advisors's MS Position: Q2 2026 in Review

CWS Financial Advisors increased its Morgan Stanley (MS) stake by 0.13% in Q2 2026, buying an estimated $594 and bringing the position to 2,239 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #102.

CWS Financial Advisors first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CWS Financial Advisors held 2,239 shares of Morgan Stanley worth $468K as of Q2 2026.
  • CWS Financial Advisors bought 3 Morgan Stanley shares in Q2 2026, an estimated $594.
  • Morgan Stanley made up 0.1% of CWS Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • CWS Financial Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.