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 		$14.5M Sell
88,000
-44,300
-33% -$7.67M 0.07% 418
2025
Q4 		$23.5M Sell
132,300
-126,000
-49% -$21M 0.07% 424
2025
Q3 		$41.1M Sell
258,300
-118,300
-31% -$17.5M 0.11% 242
2025
Q2 		$53M Sell
376,600
-416,100
-52% -$51.1M 0.15% 196
2025
Q1 		$92.5M Buy
792,700
+109,500
+16% +$14.1M 0.27% 78
2024
Q4 		$85.9M Buy
683,200
+149,100
+28% +$18.4M 0.22% 114
2024
Q3 		$55.7M Buy
534,100
+336,800
+171% +$33.9M 0.15% 175
2024
Q2 		$19.2M Sell
197,300
-145,900
-43% -$13.9M 0.06% 427
2024
Q1 		$32.3M Sell
343,200
-219,100
-39% -$19.3M 0.09% 287
2023
Q4 		$52.4M Buy
562,300
+275,000
+96% +$22M 0.14% 184
2023
Q3 		$23.5M Sell
287,300
-643,100
-69% -$55.8M 0.08% 318
2023
Q2 		$79.5M Buy
930,400
+866,800
+1,363% +$74.1M 0.32% 58
2023
Q1 		$5.58M Sell
63,600
-1,000
-2% -$93.3K 0.03% 700
2022
Q4 		$5.49M Buy
64,600
+50,500
+358% +$4.3M 0.04% 584
2022
Q3 		$1.11M Sell
14,100
-61,100
-81% -$5.15M 0.01% 1055
2022
Q2 		$5.72M Sell
75,200
-28,600
-28% -$2.34M 0.05% 477
2022
Q1 		$9.07M Sell
103,800
-135,100
-57% -$13M 0.07% 368
2021
Q4 		$23.5M Buy
238,900
+105,400
+79% +$10.5M 0.17% 154
2021
Q3 		$13M Sell
133,500
-11,400
-8% -$1.13M 0.1% 289
2021
Q2 		$13.3M Sell
144,900
-27,700
-16% -$2.38M 0.11% 245
2021
Q1 		$13.4M Sell
172,600
-46,904
-21% -$3.59M 0.15% 179
2020
Q4 		$15M Buy
219,504
+156,704
+250% +$8.99M 0.14% 171
2020
Q3 		$3.04M Buy
62,800
+9,600
+18% +$484K 0.04% 507
2020
Q2 		$2.57M Sell
53,200
-4,400
-8% -$185K 0.04% 430
2020
Q1 		$1.96M Buy
57,600
+48,000
+500% +$2.26M 0.03% 535
2019
Q4 		$491K Buy
9,600
+800
+9% +$37.9K ﹤0.01% 1401
2019
Q3 		$375K Sell
8,800
-6,000
-41% -$256K ﹤0.01% 1348
2019
Q2 		$648K Sell
14,800
-42,200
-74% -$1.88M 0.01% 1140
2019
Q1 		$2.4M Sell
57,000
-17,400
-23% -$732K 0.02% 741
2018
Q4 		$2.95M Buy
74,400
+67,000
+905% +$2.92M 0.03% 699
2018
Q3 		$345K Sell
7,400
-2,600
-26% -$127K ﹤0.01% 1720
2018
Q2 		$474K Sell
10,000
-50,800
-84% -$2.65M ﹤0.01% 1616
2018
Q1 		$3.28M Sell
60,800
-3,000
-5% -$166K 0.02% 828
2017
Q4 		$3.35M Sell
63,800
-211,500
-77% -$10.7M 0.02% 810
2017
Q3 		$13.3M Sell
275,300
-43,900
-14% -$2.04M 0.1% 260
2017
Q2 		$14.2M Sell
319,200
-182,300
-36% -$7.86M 0.11% 238
2017
Q1 		$21.5M Sell
501,500
-521,100
-51% -$23.1M 0.18% 149
2016
Q4 		$43.2M Sell
1,022,600
-24,600
-2% -$930K 0.37% 57
2016
Q3 		$33.6M Buy
1,047,200
+142,100
+16% +$4.24M 0.31% 78
2016
Q2 		$23.5M Sell
905,100
-174,600
-16% -$4.57M 0.22% 125
2016
Q1 		$27M Buy
1,079,700
+1,050,400
+3,585% +$26.8M 0.26% 93
2015
Q4 		$932K Buy
+29,300
New +$974K 0.01% 900
2015
Q1 		– Sell
-68,600
Closed -$2.66M – 1631
2014
Q4 		$2.66M Buy
68,600
+6,400
+10% +$228K 0.03% 610
2014
Q3 		$2.15M Sell
62,200
-15,300
-20% -$510K 0.02% 661
2014
Q2 		$2.51M Sell
77,500
-92,900
-55% -$2.86M 0.03% 650
2014
Q1 		$5.31M Sell
170,400
-239,100
-58% -$7.39M 0.07% 346
2013
Q4 		$12.8M Buy
409,500
+4,800
+1% +$143K 0.16% 142
2013
Q3 		$10.9M Buy
404,700
+155,600
+62% +$4.18M 0.15% 165
2013
Q2 		$6.09M Buy
+249,100
New +$5.91M 0.09% 281

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $295B AUM 31.6% 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 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. 2,488 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.
  • 2,488 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.