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Aptus Capital Advisors’s Morgan Stanley MS Stock Holding History

Aptus Capital Advisors’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 		$22.4M Buy
106,948
+2,641
+3% +$523K 0.15% 116
2026
Q1 		$17.2M Sell
104,307
-150,004
-59% -$26M 0.13% 136
2025
Q4 		$45.1M Buy
254,311
+5,914
+2% +$986K 0.32% 61
2025
Q3 		$39.5M Buy
248,397
+13,446
+6% +$1.99M 0.29% 73
2025
Q2 		$33.1M Buy
234,951
+13,987
+6% +$1.72M 0.27% 77
2025
Q1 		$25.8M Buy
220,964
+30,617
+16% +$3.95M 0.27% 82
2024
Q4 		$23.9M Buy
190,347
+40,036
+27% +$4.93M 0.25% 89
2024
Q3 		$15.7M Buy
150,311
+26,371
+21% +$2.66M 0.23% 104
2024
Q2 		$12M Buy
123,940
+29,323
+31% +$2.79M 0.21% 97
2024
Q1 		$8.91M Buy
94,617
+7,526
+9% +$663K 0.17% 119
2023
Q4 		$8.12M Sell
87,091
-665
-0.8% -$53.2K 0.22% 98
2023
Q3 		$7.17M Sell
87,756
-3,217
-4% -$279K 0.2% 104
2023
Q2 		$7.77M Sell
90,973
-5,838
-6% -$499K 0.19% 104
2023
Q1 		$8.5M Buy
96,811
+30,763
+47% +$2.87M 0.23% 90
2022
Q4 		$5.62M Buy
66,048
+5,296
+9% +$451K 0.17% 103
2022
Q3 		$4.8M Buy
+60,752
New +$5.12M 0.12% 106

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

Aptus Capital Advisors's MS Position: Q2 2026 in Review

Aptus Capital Advisors increased its Morgan Stanley (MS) stake by 2.5% in Q2 2026, buying an estimated $523K and bringing the position to 106,948 shares worth $22.4M. The position accounts for 0.15% of the portfolio, ranked #116.

Aptus Capital Advisors first reported a position in MS in Q3 2022 and has held it in 16 quarters since. The position peaked at $45.1M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aptus Capital Advisors held 106,948 shares of Morgan Stanley worth $22.4M as of Q2 2026.
  • Aptus Capital Advisors bought 2,641 Morgan Stanley shares in Q2 2026, an estimated $523K.
  • Morgan Stanley made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #116 holding.
  • Aptus Capital Advisors first reported a position in Morgan Stanley in Q3 2022 and has held it in 16 quarters since.
  • Aptus Capital Advisors's Morgan Stanley position peaked at $45.1M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.