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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in CAPITAL GROUP CORE BALANCED

MORGAN STANLEY holds 6.2M shares of CGBL (CAPITAL GROUP CORE BALANCED), worth $233.6M as of 2026-Q2. The position was increased (+13.3% shares). CGBL represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$233.6M

Current Shares

6.2M

Total Value Change

+$194.6M

Total Shares Change

+4.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.2M
+13.3%
$233.6M0.0%$37.96
35
2026-Q1
Increased
5.4M
+33.7%
$186.9M0.0%$35.96
39
2025-Q4
Increased
4.1M
+17.0%
$143.5M0.0%$35.50
35
2025-Q3
Increased
3.5M
+44.5%
$120.5M0.0%$34.48
41
2025-Q2
Increased
2.4M
+9.2%
$80.3M0.0%$32.89
33
2025-Q1
Increased
2.2M
+20.6%
$68.1M0.0%$30.35
35
2024-Q4
Increased
1.8M
+45.0%
$57M0.0%$30.69
40
2024-Q3
Increased
1.3M
+69.2%
$39M0.0%$30.22
43

Other major holders of CGBL: LPL Financial LLC, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

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