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Capital International Sarl’s Morgan Stanley MS Stock Holding History

Capital International Sarl’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 		$1.76M Buy
8,422
+4,665
+124% +$924K 0.02% 207
2026
Q1 		$618K Sell
3,757
-3,486
-48% -$604K 0.01% 251
2025
Q4 		$1.29M Sell
7,243
-48,457
-87% -$8.08M 0.02% 227
2025
Q3 		$8.85M Buy
55,700
+2,863
+5% +$423K 0.15% 117
2025
Q2 		$7.44M Buy
52,837
+3,150
+6% +$387K 0.14% 124
2025
Q1 		$5.8M Buy
49,687
+5,071
+11% +$653K 0.13% 127
2024
Q4 		$5.61M Buy
44,616
+3,630
+9% +$447K 0.13% 129
2024
Q3 		$4.27M Buy
40,986
+6,117
+18% +$616K 0.11% 137
2024
Q2 		$3.39M Buy
34,869
+1,201
+4% +$114K 0.1% 146
2024
Q1 		$3.17M Sell
33,668
-22,217
-40% -$1.96M 0.11% 156
2023
Q4 		$5.21M Buy
55,885
+5,742
+11% +$459K 0.2% 117
2023
Q3 		$4.1M Sell
50,143
-33,905
-40% -$2.94M 0.19% 128
2023
Q2 		$7.18M Sell
84,048
-8,232
-9% -$704K 0.32% 94
2023
Q1 		$8.1M Sell
92,280
-39,962
-30% -$3.73M 0.41% 80
2022
Q4 		$11.2M Buy
132,242
+28,628
+28% +$2.44M 0.79% 39
2022
Q3 		$8.19M Buy
103,614
+31,970
+45% +$2.69M 0.66% 39
2022
Q2 		$5.45M Buy
71,644
+3,004
+4% +$246K 0.44% 74
2022
Q1 		$6M Buy
68,640
+57,071
+493% +$5.51M 0.3% 99
2021
Q4 		$1.14M Buy
11,569
+9,020
+354% +$899K 0.05% 222
2021
Q3 		$248K Sell
2,549
-199
-7% -$19.7K 0.02% 232
2021
Q2 		$252K Sell
2,748
-294
-10% -$25.2K 0.02% 237
2021
Q1 		$236K Buy
+3,042
New +$233K 0.02% 236
2020
Q2 		– Sell
-1,546
Closed -$53K – 229
2020
Q1 		$53K Hold
1,546
– – 0.01% 211
2019
Q4 		$79K Buy
+1,546
New +$73.2K 0.01% 163

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 $3.38T AUM 44.17% 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 International Sarl's MS Position: Q2 2026 in Review

Capital International Sarl increased its Morgan Stanley (MS) stake by 124% in Q2 2026, buying an estimated $924K and bringing the position to 8,422 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #207.

Capital International Sarl first reported a position in MS in Q4 2019 and has held it in 24 quarters since. The position peaked at $11.2M in Q4 2022. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital International Sarl held 8,422 shares of Morgan Stanley worth $1.76M as of Q2 2026.
  • Capital International Sarl bought 4,665 Morgan Stanley shares in Q2 2026, an estimated $924K.
  • Morgan Stanley made up 0.02% of Capital International Sarl's portfolio in Q2 2026, its #207 holding.
  • Capital International Sarl first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
  • Capital International Sarl's Morgan Stanley position peaked at $11.2M in Q4 2022.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital International Sarl's 13F filing for Q2 2026, filed 12 Aug 2026.