Capital Analysts LLC’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Capital Analysts LLC’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483K	Hold	66,245	–	–	0.01%	500
2026 Q1	$465K	Sell	66,245 -1,010	-2%	-$7.65K	0.01%	468
2025 Q4	$497K	Sell	67,255 -600	-0.9%	-$4.41K	0.01%	428
2025 Q3	$500K	Buy	67,855 +180	+0.3%	+$1.35K	0.01%	419
2025 Q2	$523K	Sell	67,675 -150	-0.2%	-$1.14K	0.02%	379
2025 Q1	$546K	Sell	67,825 -1,840	-3%	-$14.8K	0.02%	356
2024 Q4	$536K	Hold	69,665	–	–	0.02%	320
2024 Q3	$552K	Hold	69,665	–	–	0.02%	314
2024 Q2	$511K	Sell	69,665 -3,936	-5%	-$28.3K	0.02%	324
2024 Q1	$532K	Sell	73,601 -1,960	-3%	-$13.9K	0.02%	309
2023 Q4	$525K	Sell	75,561 -57,775	-43%	-$376K	0.03%	306
2023 Q3	$865K	Hold	133,336	–	–	0.05%	233
2023 Q2	$859K	Sell	133,336 -64,276	-33%	-$418K	0.05%	237
2023 Q1	$1.27M	Buy	197,612 +63,076	+47%	+$423K	0.07%	195
2022 Q4	$880K	Hold	134,536	–	–	0.05%	227
2022 Q3	$829K	Hold	134,536	–	–	0.06%	223
2022 Q2	$889K	Sell	134,536 -1,410	-1%	-$10.2K	0.06%	221
2022 Q1	$1.06M	Hold	135,946	–	–	0.07%	212
2021 Q4	$1.23M	Hold	135,946	–	–	0.07%	199
2021 Q3	$1.24M	Sell	135,946 -2,240	-2%	-$21.2K	0.08%	194
2021 Q2	$1.29M	Sell	138,186 -2,470	-2%	-$22.7K	0.09%	191
2021 Q1	$1.26M	Buy	140,656 +139,946	+19,711%	+$1.28M	0.09%	185
2020 Q4	$7K	Hold	710	–	–	﹤0.01%	602
2020 Q3	$6K	Hold	710	–	–	﹤0.01%	639
2020 Q2	$6K	Hold	710	–	–	﹤0.01%	591
2020 Q1	$5K	Hold	710	–	–	﹤0.01%	584
2019 Q4	$7K	Hold	710	–	–	﹤0.01%	590
2019 Q3	$6K	Hold	710	–	–	﹤0.01%	596
2019 Q2	$7K	Hold	710	–	–	﹤0.01%	562
2019 Q1	$6K	Hold	710	–	–	﹤0.01%	556
2018 Q4	$6K	Hold	710	–	–	﹤0.01%	502
2018 Q3	$6K	Hold	710	–	–	﹤0.01%	477
2018 Q2	$6K	Hold	710	–	–	﹤0.01%	503
2018 Q1	$7K	Hold	710	–	–	﹤0.01%	474
2017 Q4	$7K	Buy	+710	New	+$7.1K	﹤0.01%	405

Other funds holding MSD

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Analysts LLC's MSD Position: Q2 2026 in Review

Capital Analysts LLC held its Morgan Stanley Emerging Markets Debt Fund (MSD) position steady in Q2 2026 at 66,245 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #500.

Capital Analysts LLC first reported a position in MSD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.29M in Q2 2021. 65 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

Capital Analysts LLC held 66,245 shares of Morgan Stanley Emerging Markets Debt Fund worth $483K as of Q2 2026.
Capital Analysts LLC left its Morgan Stanley Emerging Markets Debt Fund share count unchanged in Q2 2026.
Morgan Stanley Emerging Markets Debt Fund made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #500 holding.
Capital Analysts LLC first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2017 and has held it in 35 quarters since.
Capital Analysts LLC's Morgan Stanley Emerging Markets Debt Fund position peaked at $1.29M in Q2 2021.
65 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

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