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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
Q1 		$66.7K Buy
405
+307
+313% +$53.1K 0.03% 183
2025
Q4 		$17.4K Buy
98
+11
+13% +$1.83K 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 $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

American Capital Advisory's MS Position: Q1 2026 in Review

American Capital Advisory increased its Morgan Stanley (MS) stake by 313% in Q1 2026, buying an estimated $53.1K and bringing the position to 405 shares worth $66.7K. The position accounts for 0.03% of the portfolio, ranked #183.

American Capital Advisory first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • American Capital Advisory held 405 shares of Morgan Stanley worth $66.7K as of Q1 2026.
  • American Capital Advisory bought 307 Morgan Stanley shares in Q1 2026, an estimated $53.1K.
  • Morgan Stanley made up 0.03% of American Capital Advisory's portfolio in Q1 2026, its #183 holding.
  • American Capital Advisory first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.