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Cape Investment Advisory’s Morgan Stanley MS Stock Holding History

Cape Investment Advisory’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 		$157K Buy
+752
New +$149K 0.04% 272
2026
Q1 		– Sell
-150
Closed -$26.6K – 820
2025
Q4 		$26.6K Buy
150
+84
+127% +$14K 0.01% 557
2025
Q3 		$10.5K Buy
66
+39
+144% +$5.76K 0.01% 400
2025
Q2 		$3.8K Buy
27
+11
+69% +$1.35K ﹤0.01% 816
2025
Q1 		$1.87K Sell
16
-4
-20% -$515 ﹤0.01% 902
2024
Q4 		$2.51K Buy
+20
New +$2.46K ﹤0.01% 848

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cape Investment Advisory's MS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Morgan Stanley (MS) in Q2 2026: 752 shares worth $157K. The stake represents 0.04% of the portfolio and ranks #272 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MS as recently as Q4 2025.

Cape Investment Advisory first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cape Investment Advisory held 752 shares of Morgan Stanley worth $157K as of Q2 2026.
  • Morgan Stanley was a new Cape Investment Advisory position in Q2 2026.
  • Morgan Stanley made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #272 holding.
  • Cape Investment Advisory first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.