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Capital A Wealth Management’s Morgan Stanley MS Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-146
Closed -$17K – 697
2025
Q1 		$17K Buy
146
+1
+0.7% +$129 0.02% 242
2024
Q4 		$18.2K Buy
+145
New +$17.9K 0.03% 242

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 $336B AUM 34.66% 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

Capital A Wealth Management's MS Position: Q2 2025 in Review

Capital A Wealth Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 146 shares — an estimated $17K sold.

Capital A Wealth Management first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $18.2K in Q4 2024. 2,206 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Capital A Wealth Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 146 Morgan Stanley shares in Q2 2025, an estimated $17K.
  • Capital A Wealth Management first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Morgan Stanley position peaked at $18.2K in Q4 2024.
  • 2,206 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.