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Advent Capital Management’s Morgan Stanley MS Stock Holding History

Advent Capital Management’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
2023
Q3 		– Sell
-30,000
Closed -$2.56M – 228
2023
Q2 		$2.56M Buy
+30,000
New +$2.57M 0.05% 174
2018
Q4 		– Sell
-375
Closed -$2K – 301
2018
Q3 		$2K Buy
+375
New +$18.3K ﹤0.01% 314

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advent Capital Management's MS Position: Q1 2026 in Review

Advent Capital Management opened a new position in Morgan Stanley (MS) in Q1 2026: 18,000 shares worth $2.96M. The stake represents 0.08% of the portfolio and ranks #147 among its holdings. This is a return to the name: Advent Capital Management previously reported a position in MS as recently as Q3 2023.

Advent Capital Management first reported a position in MS in Q3 2017 and has held it in 8 quarters since. The position peaked at $3.08M in Q4 2017. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Advent Capital Management held 18,000 shares of Morgan Stanley worth $2.96M as of Q1 2026.
  • Morgan Stanley was a new Advent Capital Management position in Q1 2026.
  • Morgan Stanley made up 0.08% of Advent Capital Management's portfolio in Q1 2026, its #147 holding.
  • Advent Capital Management first reported a position in Morgan Stanley in Q3 2017 and has held it in 8 quarters since.
  • Advent Capital Management's Morgan Stanley position peaked at $3.08M in Q4 2017.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Advent Capital Management's 13F filing for Q1 2026, filed 7 May 2026.