Capital Group Investment Management’s Morgan Stanley MS Stock Holding History

Capital Group Investment Management’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
2025 Q4	–	Sell	-6,616	Closed	-$1.05M	–	144
2025 Q3	$1.05M	Hold	6,616	–	–	0.18%	110
2025 Q2	$932K	Hold	6,616	–	–	0.17%	115
2025 Q1	$772K	Hold	6,616	–	–	0.16%	116
2024 Q4	$832K	Hold	6,616	–	–	0.16%	115
2024 Q3	$690K	Buy	6,616 +673	+11%	+$67.8K	0.14%	120
2024 Q2	$578K	Hold	5,943	–	–	0.12%	124
2024 Q1	$560K	Sell	5,943 -4,422	-43%	-$389K	0.1%	166
2023 Q4	$967K	Hold	10,365	–	–	0.1%	152
2023 Q3	$847K	Sell	10,365 -8,467	-45%	-$735K	0.06%	148
2023 Q2	$1.61M	Sell	18,832 -4,300	-19%	-$368K	0.08%	132
2023 Q1	$2.03M	Sell	23,132 -3,819	-14%	-$356K	0.11%	120
2022 Q4	$2.29M	Buy	+26,951	New	+$2.3M	0.09%	121

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Group Investment Management's MS Position: Q4 2025 in Review

Capital Group Investment Management sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 6,616 shares — an estimated $1.05M sold.

Capital Group Investment Management first reported a position in MS in Q4 2022 and held it in 12 quarters. The position peaked at $2.29M in Q4 2022. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Capital Group Investment Management reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Capital Group Investment Management sold 6,616 Morgan Stanley shares in Q4 2025, an estimated $1.05M.
Capital Group Investment Management first reported a position in Morgan Stanley in Q4 2022 and held it in 12 quarters.
Capital Group Investment Management's Morgan Stanley position peaked at $2.29M in Q4 2022.
2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Capital Group Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.