CAL
MS icon

Capital Advisors Ltd’s Morgan Stanley MS Stock Holding History

Capital Advisors Ltd’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 		$436K Sell
2,084
-82
-4% -$16.2K 0.04% 200
2026
Q1 		$356K Buy
2,166
+13
+0.6% +$2.25K 0.04% 218
2025
Q4 		$382K Hold
2,153
– – 0.04% 206
2025
Q3 		$342K Hold
2,153
– – 0.04% 216
2025
Q2 		$303K Buy
2,153
+37
+2% +$4.54K 0.04% 225
2025
Q1 		$247K Buy
2,116
+17
+0.8% +$2.19K 0.03% 245
2024
Q4 		$264K Buy
2,099
+8
+0.4% +$985 0.03% 235
2024
Q3 		$218K Buy
2,091
+11
+0.5% +$1.11K 0.03% 261
2024
Q2 		$202K Buy
2,080
+18
+0.9% +$1.71K 0.03% 263
2024
Q1 		$194K Buy
2,062
+173
+9% +$15.2K 0.03% 275
2023
Q4 		$176K Sell
1,889
-10
-0.5% -$800 0.02% 277
2023
Q3 		$155K Buy
1,899
+14
+0.7% +$1.22K 0.02% 282
2023
Q2 		$161K Buy
1,885
+538
+40% +$46K 0.02% 283
2023
Q1 		$118K Sell
1,347
-1,200
-47% -$112K 0.02% 299
2022
Q4 		$117K Buy
2,547
+944
+59% +$80.5K 0.02% 301
2022
Q3 		$127K Buy
1,603
+257
+19% +$21.7K 0.02% 283
2022
Q2 		$102K Buy
1,346
+62
+5% +$5.08K 0.02% 303
2022
Q1 		$112K Sell
1,284
-16
-1% -$1.54K 0.02% 303
2021
Q4 		$128K Buy
1,300
+219
+20% +$21.8K 0.02% 279
2021
Q3 		$105K Hold
1,081
– – 0.02% 270
2021
Q2 		$99K Hold
1,081
– – 0.02% 265
2021
Q1 		$84K Hold
1,081
– – 0.02% 259
2020
Q4 		$74K Hold
1,081
– – 0.02% 257
2020
Q3 		$52K Hold
1,081
– – 0.01% 275
2020
Q2 		$52K Hold
1,081
– – 0.01% 267
2020
Q1 		$37K Hold
1,081
– – 0.01% 279
2019
Q4 		$55K Hold
1,081
– – 0.01% 257
2019
Q3 		$46K Hold
1,081
– – 0.01% 263
2019
Q2 		$47K Hold
1,081
– – 0.01% 288
2019
Q1 		$46K Hold
1,081
– – 0.01% 295
2018
Q4 		$43K Hold
1,081
– – 0.01% 296
2018
Q3 		$50K Hold
1,081
– – 0.01% 306
2018
Q2 		$51K Hold
1,081
– – 0.02% 230
2018
Q1 		$58K Hold
1,081
– – 0.02% 216
2017
Q4 		$57K Hold
1,081
– – 0.02% 215
2017
Q3 		$52K Hold
1,081
– – 0.02% 218
2017
Q2 		$48K Hold
1,081
– – 0.02% 222
2017
Q1 		$46K Hold
1,081
– – 0.02% 205
2016
Q4 		$46K Sell
1,081
-300
-22% -$11.3K 0.02% 197
2016
Q3 		$44K Buy
1,381
+300
+28% +$8.95K 0.02% 198
2016
Q2 		$28K Hold
1,081
– – 0.01% 224
2016
Q1 		$27K Hold
1,081
– – 0.01% 220
2015
Q4 		$34K Hold
1,081
– – 0.02% 207
2015
Q3 		$34K Hold
1,081
– – 0.02% 205
2015
Q2 		$42K Hold
1,081
– – 0.02% 201
2015
Q1 		$39K Hold
1,081
– – 0.02% 196
2014
Q4 		$42K Buy
1,081
+1
+0.1% +$36 0.02% 187
2014
Q3 		$37K Sell
1,080
-1
-0.1% -$33 0.02% 196
2014
Q2 		$35K Hold
1,081
– – 0.02% 204
2014
Q1 		$34K Hold
1,081
– – 0.02% 203
2013
Q4 		$34K Buy
+1,081
New +$32.1K 0.02% 170

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

Capital Advisors Ltd's MS Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Morgan Stanley (MS) stake by 3.8% in Q2 2026, selling an estimated $16.2K and leaving 2,084 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #200.

Capital Advisors Ltd first reported a position in MS in Q4 2013 and has held it in 51 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital Advisors Ltd held 2,084 shares of Morgan Stanley worth $436K as of Q2 2026.
  • Capital Advisors Ltd sold 82 Morgan Stanley shares in Q2 2026, an estimated $16.2K.
  • Morgan Stanley made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #200 holding.
  • Capital Advisors Ltd first reported a position in Morgan Stanley in Q4 2013 and has held it in 51 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.