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AXQ Capital’s Morgan Stanley MS Stock Holding History

AXQ 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
Q1 		$1.1M Sell
6,677
-2,065
-24% -$358K 0.14% 228
2025
Q4 		$1.55M Buy
+8,742
New +$1.46M 0.35% 68
2024
Q4 		– Sell
-8,235
Closed -$858K – 560
2024
Q3 		$858K Buy
+8,235
New +$829K 0.26% 149
2024
Q2 		– Sell
-11,300
Closed -$1.06M – 624
2024
Q1 		$1.06M Buy
+11,300
New +$995K 0.26% 134
2023
Q2 		– Sell
-13,000
Closed -$1.14M – 470
2023
Q1 		$1.14M Buy
+13,000
New +$1.21M 0.45% 48

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

AXQ Capital's MS Position: Q1 2026 in Review

AXQ Capital reduced its Morgan Stanley (MS) stake by 24% in Q1 2026, selling an estimated $358K and leaving 6,677 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #228.

AXQ Capital first reported a position in MS in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.55M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AXQ Capital held 6,677 shares of Morgan Stanley worth $1.1M as of Q1 2026.
  • AXQ Capital sold 2,065 Morgan Stanley shares in Q1 2026, an estimated $358K.
  • Morgan Stanley made up 0.14% of AXQ Capital's portfolio in Q1 2026, its #228 holding.
  • AXQ Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 5 quarters since.
  • AXQ Capital's Morgan Stanley position peaked at $1.55M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.