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Capital Group Private Client Services’s Morgan Stanley MS Stock Holding History

Capital Group Private Client Services’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
Q2 		$3.09M Sell
14,787
-13,281
-47% -$2.63M 0.04% 131
2026
Q1 		$4.62M Sell
28,068
-6,736
-19% -$1.17M 0.08% 107
2025
Q4 		$6.18M Sell
34,804
-378
-1% -$63.1K 0.1% 113
2025
Q3 		$5.59M Sell
35,182
-139,444
-80% -$20.6M 0.09% 122
2025
Q2 		$24.6M Sell
174,626
-4,787
-3% -$588K 0.21% 105
2025
Q1 		$20.9M Sell
179,413
-49,257
-22% -$6.35M 0.2% 104
2024
Q4 		$28.7M Sell
228,670
-3,260
-1% -$401K 0.26% 91
2024
Q3 		$24.2M Sell
231,930
-3,776
-2% -$380K 0.23% 106
2024
Q2 		$22.9M Sell
235,706
-3,133
-1% -$298K 0.23% 109
2024
Q1 		$22.5M Buy
238,839
+165,204
+224% +$14.5M 0.23% 107
2023
Q4 		$6.87M Sell
73,635
-34,332
-32% -$2.75M 0.07% 153
2023
Q3 		$8.82M Sell
107,967
-2,372
-2% -$206K 0.11% 136
2023
Q2 		$9.42M Sell
110,339
-334
-0.3% -$28.6K 0.11% 131
2023
Q1 		$9.72M Buy
110,673
+27,363
+33% +$2.55M 0.12% 130
2022
Q4 		$7.08M Sell
83,310
-1,524
-2% -$130K 0.09% 143
2022
Q3 		$6.7M Buy
84,834
+3,712
+5% +$313K 0.09% 145
2022
Q2 		$6.17M Sell
81,122
-321
-0.4% -$26.3K 0.08% 152
2022
Q1 		$7.12M Buy
+81,443
New +$7.86M 0.08% 154

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 Group Private Client Services's MS Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Morgan Stanley (MS) stake by 47% in Q2 2026, selling an estimated $2.63M and leaving 14,787 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #131.

Capital Group Private Client Services first reported a position in MS in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.7M in Q4 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital Group Private Client Services held 14,787 shares of Morgan Stanley worth $3.09M as of Q2 2026.
  • Capital Group Private Client Services sold 13,281 Morgan Stanley shares in Q2 2026, an estimated $2.63M.
  • Morgan Stanley made up 0.04% of Capital Group Private Client Services's portfolio in Q2 2026, its #131 holding.
  • Capital Group Private Client Services first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • Capital Group Private Client Services's Morgan Stanley position peaked at $28.7M in Q4 2024.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.