CAL
MSD

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
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Analysts LLC's MSD Position: Q1 2026 in Review

Capital Analysts LLC reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 1.5% in Q1 2026, selling an estimated $7.65K and leaving 66,245 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #468.

Capital Analysts LLC first reported a position in MSD in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.29M in Q2 2021. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Capital Analysts LLC held 66,245 shares of Morgan Stanley Emerging Markets Debt Fund worth $465K as of Q1 2026.
  • Capital Analysts LLC sold 1,010 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $7.65K.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #468 holding.
  • Capital Analysts LLC first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2017 and has held it in 34 quarters since.
  • Capital Analysts LLC's Morgan Stanley Emerging Markets Debt Fund position peaked at $1.29M in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.