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Caldwell Sutter Capital’s Morgan Stanley MS Stock Holding History

Caldwell Sutter 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 		$194K Buy
926
+7
+0.8% +$1.39K 0.07% 228
2026
Q1 		$151K Sell
919
-5
-0.5% -$866 0.06% 248
2025
Q4 		$164K Sell
924
-31
-3% -$5.17K 0.07% 236
2025
Q3 		$152K Hold
955
– – 0.06% 245
2025
Q2 		$135K Sell
955
-20
-2% -$2.46K 0.06% 248
2025
Q1 		$114K Sell
975
-69
-7% -$8.89K 0.05% 262
2024
Q4 		$131K Buy
1,044
+45
+5% +$5.54K 0.06% 249
2024
Q3 		$104K Sell
999
-30
-3% -$3.02K 0.05% 275
2024
Q2 		$100K Sell
1,029
-15
-1% -$1.43K 0.05% 275
2024
Q1 		$98.3K Hold
1,044
– – 0.05% 276
2023
Q4 		$97.4K Buy
1,044
+115
+12% +$9.2K 0.05% 272
2023
Q3 		$75.9K Sell
929
-40
-4% -$3.47K 0.04% 288
2023
Q2 		$82.8K Buy
969
+749
+340% +$64.1K 0.04% 277
2023
Q1 		$19.3K Buy
+220
New +$20.5K 0.01% 339

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

Caldwell Sutter Capital's MS Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Morgan Stanley (MS) stake by 0.76% in Q2 2026, buying an estimated $1.39K and bringing the position to 926 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #228.

Caldwell Sutter Capital first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Caldwell Sutter Capital held 926 shares of Morgan Stanley worth $194K as of Q2 2026.
  • Caldwell Sutter Capital bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.07% of Caldwell Sutter Capital's portfolio in Q2 2026, its #228 holding.
  • Caldwell Sutter Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.