Morgan Stanley
CGMM icon

Morgan Stanley’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Morgan Stanley’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51K Buy
1,548
+1,293
+507% +$40.7K ﹤0.01% 6506
2026
Q1 		$7.49K Hold
255
– – ﹤0.01% 7030
2025
Q4 		$7.35K Sell
255
-593
-70% -$16.9K ﹤0.01% 6961
2025
Q3 		$24.1K Sell
848
-900
-51% -$25.1K ﹤0.01% 6628
2025
Q2 		$47K Buy
+1,748
New +$43.1K ﹤0.01% 6378

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley's CGMM Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 507% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,548 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #6506.

Morgan Stanley first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Morgan Stanley held 1,548 shares of Capital Group U.S. Small and Mid Cap ETF worth $51K as of Q2 2026.
  • Morgan Stanley bought 1,293 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $40.7K.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6506 holding.
  • Morgan Stanley first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.