Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Morgan Stanley MS Stock Holding History

Capital Fund Management (CFM)’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
Q1 		– Sell
-114,545
Closed -$19.8M – 2381
2025
Q4 		$20.3M Sell
114,545
-164,693
-59% -$27.5M 0.06% 491
2025
Q3 		$44.4M Sell
279,238
-105,518
-27% -$15.6M 0.12% 225
2025
Q2 		$54.2M Sell
384,756
-446,991
-54% -$54.9M 0.15% 189
2025
Q1 		$97M Buy
831,747
+234,361
+39% +$30.2M 0.28% 67
2024
Q4 		$75.1M Buy
597,386
+27,908
+5% +$3.44M 0.19% 146
2024
Q3 		$59.4M Sell
569,478
-454,403
-44% -$45.8M 0.16% 167
2024
Q2 		$99.5M Buy
1,023,881
+149,196
+17% +$14.2M 0.29% 78
2024
Q1 		$82.4M Buy
874,685
+231,652
+36% +$20.4M 0.24% 97
2023
Q4 		$60M Sell
643,033
-562,054
-47% -$45M 0.16% 157
2023
Q3 		$98.4M Buy
1,205,087
+997,658
+481% +$86.6M 0.34% 58
2023
Q2 		$17.7M Buy
+207,429
New +$17.7M 0.07% 364
2021
Q4 		– Sell
-11,710
Closed -$1.17M – 1757
2021
Q3 		$1.14M Buy
+11,710
New +$1.16M 0.01% 1146
2020
Q2 		– Sell
-631,164
Closed -$26.5M – 1369
2020
Q1 		$21.5M Sell
631,164
-18,615
-3% -$877K 0.33% 70
2019
Q4 		$33.2M Sell
649,779
-90,592
-12% -$4.29M 0.26% 95
2019
Q3 		$31.6M Buy
740,371
+257,400
+53% +$11M 0.28% 90
2019
Q2 		$21.2M Buy
+482,971
New +$21.5M 0.19% 141
2018
Q4 		– Sell
-954,595
Closed -$41.7M – 2094
2018
Q3 		$44.5M Sell
954,595
-278,700
-23% -$13.6M 0.24% 86
2018
Q2 		$58.5M Buy
1,233,295
+1,208,425
+4,859% +$63.1M 0.31% 72
2018
Q1 		$1.34M Sell
24,870
-165,051
-87% -$9.14M 0.01% 1142
2017
Q4 		$9.96M Buy
189,921
+12,394
+7% +$627K 0.05% 408
2017
Q3 		$8.55M Sell
177,527
-429,337
-71% -$19.9M 0.06% 376
2017
Q2 		$27M Sell
606,864
-656,852
-52% -$28.3M 0.22% 132
2017
Q1 		$54.1M Sell
1,263,716
-20,154
-2% -$894K 0.45% 43
2016
Q4 		$54.2M Sell
1,283,870
-168,579
-12% -$6.37M 0.47% 32
2016
Q3 		$46.6M Buy
+1,452,449
New +$43.3M 0.43% 54
2016
Q2 		– Sell
-934,317
Closed -$24.4M – 1683
2016
Q1 		$23.4M Sell
934,317
-515,087
-36% -$13.1M 0.23% 109
2015
Q4 		$46.1M Buy
1,449,404
+461,638
+47% +$15.3M 0.47% 36
2015
Q3 		$31.1M Buy
987,766
+158,953
+19% +$5.79M 0.35% 52
2015
Q2 		$32.1M Buy
828,813
+17,243
+2% +$656K 0.41% 47
2015
Q1 		$29M Buy
811,570
+792,570
+4,171% +$28.4M 0.4% 50
2014
Q4 		$737K Sell
19,000
-20,787
-52% -$740K 0.01% 988
2014
Q3 		$1.38M Sell
39,787
-219,466
-85% -$7.31M 0.02% 818
2014
Q2 		$8.38M Buy
259,253
+117,959
+83% +$3.64M 0.09% 285
2014
Q1 		$4.4M Buy
+141,294
New +$4.37M 0.05% 415
2013
Q4 		– Sell
-105,655
Closed -$3.14M – 1773
2013
Q3 		$2.85M Sell
105,655
-57,881
-35% -$1.55M 0.04% 518
2013
Q2 		$4M Buy
+163,536
New +$3.88M 0.06% 414

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Fund Management (CFM)'s MS Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 114,545 shares — an estimated $19.8M sold.

Capital Fund Management (CFM) first reported a position in MS in Q2 2013 and held it in 36 quarters. The position peaked at $99.5M in Q2 2024. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 114,545 Morgan Stanley shares in Q1 2026, an estimated $19.8M.
  • Capital Fund Management (CFM) first reported a position in Morgan Stanley in Q2 2013 and held it in 36 quarters.
  • Capital Fund Management (CFM)'s Morgan Stanley position peaked at $99.5M in Q2 2024.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.