Morgan Stanley
CXH

Morgan Stanley’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Morgan Stanley’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.45M Buy
431,408
+262,671
+156% +$2.13M ﹤0.01% 4381
2025
Q4 		$1.34M Buy
168,737
+98,514
+140% +$783K ﹤0.01% 5037
2025
Q3 		$552K Sell
70,223
-14,027
-17% -$106K ﹤0.01% 5459
2025
Q2 		$644K Buy
84,250
+607
+0.7% +$4.63K ﹤0.01% 5337
2025
Q1 		$662K Buy
83,643
+1,418
+2% +$11.4K ﹤0.01% 5201
2024
Q4 		$657K Sell
82,225
-9,076
-10% -$73.8K ﹤0.01% 5307
2024
Q3 		$750K Buy
91,301
+672
+0.7% +$5.42K ﹤0.01% 5207
2024
Q2 		$716K Buy
90,629
+10,899
+14% +$82.2K ﹤0.01% 5137
2024
Q1 		$608K Sell
79,730
-80,478
-50% -$607K ﹤0.01% 5222
2023
Q4 		$1.21M Buy
160,208
+65,736
+70% +$467K ﹤0.01% 5208
2023
Q3 		$668K Buy
94,472
+2,804
+3% +$20.8K ﹤0.01% 5019
2023
Q2 		$674K Buy
91,668
+10,191
+13% +$74.5K ﹤0.01% 5058
2023
Q1 		$602K Sell
81,477
-9,144
-10% -$67.1K ﹤0.01% 5145
2022
Q4 		$645K Sell
90,621
-366
-0.4% -$2.55K ﹤0.01% 5107
2022
Q3 		$612K Buy
90,987
+6,348
+8% +$48.5K ﹤0.01% 5164
2022
Q2 		$642K Buy
84,639
+9,106
+12% +$70.9K ﹤0.01% 5287
2022
Q1 		$645K Buy
75,533
+3,332
+5% +$30.4K ﹤0.01% 5252
2021
Q4 		$744K Sell
72,201
-10,415
-13% -$103K ﹤0.01% 5287
2021
Q3 		$826K Buy
82,616
+5,311
+7% +$55K ﹤0.01% 5165
2021
Q2 		$795K Buy
77,305
+2,688
+4% +$27K ﹤0.01% 5219
2021
Q1 		$732K Buy
74,617
+464
+0.6% +$4.54K ﹤0.01% 4927
2020
Q4 		$727K Buy
74,153
+3,523
+5% +$33.3K ﹤0.01% 4845
2020
Q3 		$663K Sell
70,630
-1,412
-2% -$13.6K ﹤0.01% 4483
2020
Q2 		$680K Sell
72,042
-33,295
-32% -$303K ﹤0.01% 4434
2020
Q1 		$966K Sell
105,337
-6,131
-6% -$59.5K ﹤0.01% 3982
2019
Q4 		$1.09M Buy
111,468
+34,176
+44% +$335K ﹤0.01% 4482
2019
Q3 		$768K Sell
77,292
-12,378
-14% -$122K ﹤0.01% 4449
2019
Q2 		$858K Sell
89,670
-4,845
-5% -$45.8K ﹤0.01% 4307
2019
Q1 		$887K Sell
94,515
-28
-0% -$261 ﹤0.01% 4193
2018
Q4 		$830K Sell
94,543
-8,494
-8% -$74.4K ﹤0.01% 4414
2018
Q3 		$924K Buy
103,037
+17,378
+20% +$160K ﹤0.01% 4597
2018
Q2 		$792K Buy
85,659
+2,683
+3% +$25K ﹤0.01% 4776
2018
Q1 		$779K Buy
82,976
+5,123
+7% +$48.7K ﹤0.01% 4727
2017
Q4 		$756K Buy
77,853
+13,373
+21% +$131K ﹤0.01% 4736
2017
Q3 		$644K Sell
64,480
-2,911
-4% -$29.5K ﹤0.01% 4719
2017
Q2 		$683K Sell
67,391
-10,156
-13% -$102K ﹤0.01% 4620
2017
Q1 		$747K Buy
77,547
+13,461
+21% +$129K ﹤0.01% 4588
2016
Q4 		$600K Buy
64,086
+17,403
+37% +$169K ﹤0.01% 4812
2016
Q3 		$485K Buy
46,683
+7,560
+19% +$79.3K ﹤0.01% 4542
2016
Q2 		$414K Buy
39,123
+13,263
+51% +$138K ﹤0.01% 4537
2016
Q1 		$263K Buy
25,860
+1,098
+4% +$11K ﹤0.01% 4816
2015
Q4 		$246K Buy
24,762
+1,613
+7% +$15.7K ﹤0.01% 4977
2015
Q3 		$226K Sell
23,149
-31,302
-57% -$301K ﹤0.01% 5023
2015
Q2 		$507K Buy
54,451
+3,553
+7% +$32.9K ﹤0.01% 4699
2015
Q1 		$481K Sell
50,898
-87,168
-63% -$825K ﹤0.01% 4680
2014
Q4 		$1.29M Buy
138,066
+53,266
+63% +$494K ﹤0.01% 3938
2014
Q3 		$775K Buy
84,800
+15,206
+22% +$139K ﹤0.01% 4259
2014
Q2 		$646K Sell
69,594
-25,551
-27% -$235K ﹤0.01% 4396
2014
Q1 		$850K Buy
95,145
+1,231
+1% +$10.9K ﹤0.01% 4129
2013
Q4 		$809K Buy
93,914
+13,221
+16% +$113K ﹤0.01% 4096
2013
Q3 		$702K Buy
80,693
+39,599
+96% +$344K ﹤0.01% 4082
2013
Q2 		$384K Buy
+41,094
New +$404K ﹤0.01% 4448

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley's CXH Position: Q1 2026 in Review

Morgan Stanley increased its MFS Investment Grade Municipal Trust (CXH) stake by 156% in Q1 2026, buying an estimated $2.13M and bringing the position to 431,408 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4381.

Morgan Stanley first reported a position in CXH in Q2 2013 and has held it in 52 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Morgan Stanley held 431,408 shares of MFS Investment Grade Municipal Trust worth $3.45M as of Q1 2026.
  • Morgan Stanley bought 262,671 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $2.13M.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4381 holding.
  • Morgan Stanley first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.