CI
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CX Institutional’s Morgan Stanley MS Stock Holding History

CX Institutional’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 		$1.5M Buy
7,998
+106
+1% +$22.5K 0.04% 291
2026
Q2 		$1.65M Sell
7,892
-23
-0.3% -$4.55K 0.05% 274
2026
Q1 		$1.3M Sell
7,915
-392
-5% -$67.9K 0.04% 300
2025
Q4 		$1.48M Sell
8,307
-46
-0.6% -$7.67K 0.04% 240
2025
Q3 		$1.33M Buy
8,353
+518
+7% +$76.5K 0.04% 257
2025
Q2 		$1.1M Buy
7,835
+274
+4% +$33.7K 0.04% 252
2025
Q1 		$882K Sell
7,561
-43
-0.6% -$5.54K 0.03% 284
2024
Q4 		$956K Buy
7,604
+465
+7% +$57.3K 0.04% 265
2024
Q3 		$744K Buy
7,139
+536
+8% +$54K 0.03% 321
2024
Q2 		$642K Buy
6,603
+412
+7% +$39.2K 0.03% 341
2024
Q1 		$583K Buy
6,191
+71
+1% +$6.25K 0.03% 348
2023
Q4 		$571K Sell
6,120
-1,965
-24% -$157K 0.03% 315
2023
Q3 		$660K Sell
8,085
-45,396
-85% -$3.94M 0.04% 296
2023
Q2 		$4.57M Buy
53,481
+14,096
+36% +$1.21M 0.24% 125
2023
Q1 		$3.43M Sell
39,385
-7,990
-17% -$746K 0.18% 171
2022
Q4 		$4.03M Buy
47,375
+6,861
+17% +$585K 0.24% 107
2022
Q3 		$3.2M Buy
40,514
+37,280
+1,153% +$3.14M 0.22% 109
2022
Q2 		$246K Sell
3,234
-1,274
-28% -$104K 0.02% 405
2022
Q1 		$394K Buy
4,508
+240
+6% +$23.2K 0.03% 286
2021
Q4 		$419K Buy
4,268
+89
+2% +$8.87K 0.03% 258
2021
Q3 		$407K Sell
4,179
-132
-3% -$13.1K 0.03% 284
2021
Q2 		$395K Buy
4,311
+336
+8% +$28.8K 0.03% 263
2021
Q1 		$309K Sell
3,975
-43,910
-92% -$3.37M 0.03% 259
2020
Q4 		$3.28M Sell
47,885
-9,386
-16% -$539K 0.32% 81
2020
Q3 		$2.77M Buy
57,271
+6,705
+13% +$338K 0.3% 94
2020
Q2 		$2.46M Buy
50,566
+10,992
+28% +$462K 0.32% 74
2020
Q1 		$1.35M Sell
39,574
-6,896
-15% -$325K 0.22% 114
2019
Q4 		$2.38M Buy
46,470
+2,559
+6% +$121K 0.41% 59
2019
Q3 		$1.87M Buy
43,911
+42,884
+4,176% +$1.83M 0.3% 87
2019
Q2 		$45K Sell
1,027
-44,198
-98% -$1.97M 0.01% 326
2019
Q1 		$1.91M Buy
+45,225
New +$1.9M 0.34% 86

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional's MS Position: Q3 2026 in Review

CX Institutional increased its Morgan Stanley (MS) stake by 1.3% in Q3 2026, buying an estimated $22.5K and bringing the position to 7,998 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #291.

CX Institutional first reported a position in MS in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.57M in Q2 2023. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • CX Institutional held 7,998 shares of Morgan Stanley worth $1.5M as of Q3 2026.
  • CX Institutional bought 106 Morgan Stanley shares in Q3 2026, an estimated $22.5K.
  • Morgan Stanley made up 0.04% of CX Institutional's portfolio in Q3 2026, its #291 holding.
  • CX Institutional first reported a position in Morgan Stanley in Q1 2019 and has held it in 31 quarters since.
  • CX Institutional's Morgan Stanley position peaked at $4.57M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.