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AlphaCore Capital’s Morgan Stanley MS Stock Holding History

AlphaCore Capital’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 		$1.72M Sell
10,445
-1,352
-11% -$234K 0.04% 275
2025
Q4 		$2.09M Buy
11,797
+2,550
+28% +$425K 0.05% 263
2025
Q3 		$1.47M Buy
9,247
+1,277
+16% +$189K 0.05% 229
2025
Q2 		$1.12M Buy
7,970
+1,136
+17% +$140K 0.04% 239
2025
Q1 		$797K Buy
6,834
+1,422
+26% +$183K 0.07% 196
2024
Q4 		$680K Buy
5,412
+489
+10% +$60.2K 0.15% 99
2024
Q3 		$513K Buy
4,923
+446
+10% +$44.9K 0.12% 112
2024
Q2 		$435K Buy
4,477
+1,531
+52% +$146K 0.11% 116
2024
Q1 		$277K Sell
2,946
-983
-25% -$86.6K 0.07% 131
2023
Q4 		$366K Sell
3,929
-2,893
-42% -$231K 0.05% 176
2023
Q3 		$557K Sell
6,822
-211
-3% -$18.3K 0.09% 137
2023
Q2 		$601K Sell
7,033
-1,159
-14% -$99.1K 0.1% 129
2023
Q1 		$719K Buy
+8,192
New +$765K 0.19% 78

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

AlphaCore Capital's MS Position: Q1 2026 in Review

AlphaCore Capital reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $234K and leaving 10,445 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #275.

AlphaCore Capital first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.09M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AlphaCore Capital held 10,445 shares of Morgan Stanley worth $1.72M as of Q1 2026.
  • AlphaCore Capital sold 1,352 Morgan Stanley shares in Q1 2026, an estimated $234K.
  • Morgan Stanley made up 0.04% of AlphaCore Capital's portfolio in Q1 2026, its #275 holding.
  • AlphaCore Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • AlphaCore Capital's Morgan Stanley position peaked at $2.09M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.