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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
Q2 		$25.7K Sell
123
-282
-70% -$55.8K 0.01% 283
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 $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

American Capital Advisory's MS Position: Q2 2026 in Review

American Capital Advisory reduced its Morgan Stanley (MS) stake by 70% in Q2 2026, selling an estimated $55.8K and leaving 123 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #283.

American Capital Advisory first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.7K in Q1 2026. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • American Capital Advisory held 123 shares of Morgan Stanley worth $25.7K as of Q2 2026.
  • American Capital Advisory sold 282 Morgan Stanley shares in Q2 2026, an estimated $55.8K.
  • Morgan Stanley made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #283 holding.
  • American Capital Advisory first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • American Capital Advisory's Morgan Stanley position peaked at $66.7K in Q1 2026.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.