AC
MS icon

Apella Capital’s Morgan Stanley MS Stock Holding History

Apella 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 		$1.08M Buy
4,863
+199
+4% +$39.4K 0.02% 359
2026
Q1 		$881K Buy
4,664
+807
+21% +$140K 0.01% 382
2025
Q4 		$685K Buy
3,857
+392
+11% +$65.4K 0.01% 313
2025
Q3 		$554K Buy
3,465
+482
+16% +$71.2K 0.01% 311
2025
Q2 		$429K Buy
2,983
+153
+5% +$18.8K 0.01% 311
2025
Q1 		$316K Buy
+2,830
New +$365K 0.01% 295

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Apella Capital's MS Position: Q2 2026 in Review

Apella Capital increased its Morgan Stanley (MS) stake by 4.3% in Q2 2026, buying an estimated $39.4K and bringing the position to 4,863 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #359.

Apella Capital first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 1,503 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Apella Capital held 4,863 shares of Morgan Stanley worth $1.08M as of Q2 2026.
  • Apella Capital bought 199 Morgan Stanley shares in Q2 2026, an estimated $39.4K.
  • Morgan Stanley made up 0.02% of Apella Capital's portfolio in Q2 2026, its #359 holding.
  • Apella Capital first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.