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Advisors Capital Management’s Morgan Stanley MS Stock Holding History

Advisors 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
2026
Q1 		$2.44M Buy
14,798
+2,848
+24% +$493K 0.03% 261
2025
Q4 		$2.12M Buy
11,950
+430
+4% +$71.7K 0.03% 270
2025
Q3 		$1.83M Buy
11,520
+1,524
+15% +$225K 0.02% 273
2025
Q2 		$1.41M Buy
9,996
+2,058
+26% +$253K 0.02% 275
2025
Q1 		$926K Sell
7,938
-31
-0.4% -$3.99K 0.01% 298
2024
Q4 		$1M Buy
7,969
+1,358
+21% +$167K 0.02% 297
2024
Q3 		$689K Buy
6,611
+300
+5% +$30.2K 0.01% 329
2024
Q2 		$613K Buy
6,311
+1,039
+20% +$98.9K 0.01% 339
2024
Q1 		$496K Sell
5,272
-733
-12% -$64.6K 0.01% 360
2023
Q4 		$560K Buy
6,005
+36
+0.6% +$2.88K 0.01% 336
2023
Q3 		$488K Sell
5,969
-160
-3% -$13.9K 0.01% 305
2023
Q2 		$523K Buy
6,129
+576
+10% +$49.3K 0.01% 308
2023
Q1 		$488K Sell
5,553
-604
-10% -$56.4K 0.01% 311
2022
Q4 		$523K Sell
6,157
-414
-6% -$35.3K 0.01% 303
2022
Q3 		$590K Sell
6,571
-1,745
-21% -$147K 0.02% 302
2022
Q2 		$633K Sell
8,316
-575
-6% -$47.1K 0.02% 280
2022
Q1 		$777K Sell
8,891
-24
-0.3% -$2.31K 0.02% 269
2021
Q4 		$875K Buy
8,915
+91
+1% +$9.06K 0.02% 267
2021
Q3 		$859K Buy
8,824
+1,067
+14% +$106K 0.03% 258
2021
Q2 		$711K Buy
7,757
+1,784
+30% +$153K 0.02% 260
2021
Q1 		$463K Buy
5,973
+993
+20% +$76.1K 0.02% 277
2020
Q4 		$341K Buy
+4,980
New +$286K 0.01% 282
2020
Q2 		– Sell
-31,922
Closed -$1.08M – 309
2020
Q1 		$1.08M Sell
31,922
-25,612
-45% -$1.21M 0.07% 168
2019
Q4 		$2.94M Buy
+57,534
New +$2.72M 0.14% 156

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 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

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

Advisors Capital Management increased its Morgan Stanley (MS) stake by 24% in Q1 2026, buying an estimated $493K and bringing the position to 14,798 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #261.

Advisors Capital Management first reported a position in MS in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.94M in Q4 2019. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Advisors Capital Management held 14,798 shares of Morgan Stanley worth $2.44M as of Q1 2026.
  • Advisors Capital Management bought 2,848 Morgan Stanley shares in Q1 2026, an estimated $493K.
  • Morgan Stanley made up 0.03% of Advisors Capital Management's portfolio in Q1 2026, its #261 holding.
  • Advisors Capital Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
  • Advisors Capital Management's Morgan Stanley position peaked at $2.94M in Q4 2019.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.