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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
Q2 		$10.3M Buy
49,209
+38,764
+371% +$7.68M 0.19% 106
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AlphaCore Capital's MS Position: Q2 2026 in Review

AlphaCore Capital increased its Morgan Stanley (MS) stake by 371% in Q2 2026, buying an estimated $7.68M and bringing the position to 49,209 shares worth $10.3M. The position accounts for 0.19% of the portfolio, ranked #106.

AlphaCore Capital first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AlphaCore Capital held 49,209 shares of Morgan Stanley worth $10.3M as of Q2 2026.
  • AlphaCore Capital bought 38,764 Morgan Stanley shares in Q2 2026, an estimated $7.68M.
  • Morgan Stanley made up 0.19% of AlphaCore Capital's portfolio in Q2 2026, its #106 holding.
  • AlphaCore Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.