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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
Q2 		– Sell
-6,677
Closed -$1.1M – 1216
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 $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

AXQ Capital's MS Position: Q2 2026 in Review

AXQ Capital sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 6,677 shares — an estimated $1.1M sold.

AXQ Capital first reported a position in MS in Q1 2023 and held it in 5 quarters. The position peaked at $1.55M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AXQ Capital reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 6,677 Morgan Stanley shares in Q2 2026, an estimated $1.1M.
  • AXQ Capital first reported a position in Morgan Stanley in Q1 2023 and held it in 5 quarters.
  • AXQ Capital's Morgan Stanley position peaked at $1.55M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.