American Capital Advisory
MS icon

American Capital Advisory’s Morgan Stanley MS Stock Holding History

American Capital Advisory’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
Q3 		$23.7K Buy
126
+3
+2% +$637 0.01% 292
2026
Q2 		$25.7K Sell
123
-282
-70% -$55.8K 0.01% 283
2026
Q1 		$66.7K Buy
405
+307
+313% +$53.2K 0.03% 183
2025
Q4 		$17.4K Buy
98
+11
+13% +$1.84K 0.01% 293
2025
Q3 		$13.8K Sell
87
-1
-1% -$148 0.01% 291
2025
Q2 		$12.4K Buy
88
+35
+66% +$4.3K 0.01% 289
2025
Q1 		$6.18K Buy
+53
New +$6.83K ﹤0.01% 326

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Capital Advisory's MS Position: Q3 2026 in Review

American Capital Advisory increased its Morgan Stanley (MS) stake by 2.4% in Q3 2026, buying an estimated $637 and bringing the position to 126 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #292.

American Capital Advisory first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $66.7K in Q1 2026. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • American Capital Advisory held 126 shares of Morgan Stanley worth $23.7K as of Q3 2026.
  • American Capital Advisory bought 3 Morgan Stanley shares in Q3 2026, an estimated $637.
  • Morgan Stanley made up 0.01% of American Capital Advisory's portfolio in Q3 2026, its #292 holding.
  • American Capital Advisory first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • American Capital Advisory's Morgan Stanley position peaked at $66.7K in Q1 2026.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.