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Capital Investment Advisors’s Morgan Stanley MS Stock Holding History

Capital Investment Advisors’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 		$3.26M Buy
19,816
+193
+1% +$33.4K 0.05% 176
2025
Q4 		$3.48M Sell
19,623
-1,015
-5% -$169K 0.05% 175
2025
Q3 		$3.28M Sell
20,638
-2,526
-11% -$373K 0.05% 171
2025
Q2 		$3.26M Buy
23,164
+43
+0.2% +$5.28K 0.06% 172
2025
Q1 		$2.7M Buy
23,121
+1,383
+6% +$178K 0.05% 179
2024
Q4 		$2.73M Buy
21,738
+693
+3% +$85.3K 0.06% 181
2024
Q3 		$2.19M Sell
21,045
-1,081
-5% -$109K 0.05% 196
2024
Q2 		$2.15M Buy
22,126
+3,405
+18% +$324K 0.05% 188
2024
Q1 		$1.76M Buy
18,721
+403
+2% +$35.5K 0.04% 209
2023
Q4 		$1.71M Sell
18,318
-1,700
-8% -$136K 0.04% 210
2023
Q3 		$1.63M Sell
20,018
-503
-2% -$43.7K 0.05% 202
2023
Q2 		$1.75M Sell
20,521
-677
-3% -$57.9K 0.05% 180
2023
Q1 		$1.86M Sell
21,198
-312
-1% -$29.1K 0.05% 176
2022
Q4 		$1.83M Sell
21,510
-990
-4% -$84.4K 0.06% 185
2022
Q3 		$1.78M Buy
22,500
+1,245
+6% +$105K 0.06% 180
2022
Q2 		$1.62M Buy
21,255
+1,415
+7% +$116K 0.05% 199
2022
Q1 		$1.73M Buy
19,840
+627
+3% +$60.5K 0.05% 206
2021
Q4 		$1.89M Buy
19,213
+4,135
+27% +$412K 0.06% 200
2021
Q3 		$1.47M Buy
15,078
+1,750
+13% +$173K 0.05% 222
2021
Q2 		$1.22M Buy
13,328
+1,989
+18% +$171K 0.04% 237
2021
Q1 		$881K Buy
11,339
+914
+9% +$70K 0.03% 273
2020
Q4 		$714K Sell
10,425
-204
-2% -$11.7K 0.03% 294
2020
Q3 		$514K Buy
10,629
+331
+3% +$16.7K 0.02% 316
2020
Q2 		$497K Buy
10,298
+117
+1% +$4.91K 0.03% 313
2020
Q1 		$346K Buy
10,181
+1,211
+14% +$57K 0.02% 328
2019
Q4 		$459K Buy
8,970
+59
+0.7% +$2.79K 0.02% 334
2019
Q3 		$380K Buy
8,911
+2,015
+29% +$86.1K 0.02% 350
2019
Q2 		$302K Sell
6,896
-727
-10% -$32.4K 0.02% 381
2019
Q1 		$322K Sell
7,623
-430
-5% -$18.1K 0.02% 364
2018
Q4 		$319K Buy
8,053
+696
+9% +$30.4K 0.02% 354
2018
Q3 		$343K Sell
7,357
-94
-1% -$4.59K 0.02% 368
2018
Q2 		$353K Buy
7,451
+197
+3% +$10.3K 0.02% 364
2018
Q1 		$391K Sell
7,254
-3,376
-32% -$187K 0.03% 338
2017
Q4 		$558K Buy
10,630
+312
+3% +$15.8K 0.04% 276
2017
Q3 		$497K Sell
10,318
-544
-5% -$25.2K 0.03% 278
2017
Q2 		$484K Buy
10,862
+3
+0% +$129 0.03% 283
2017
Q1 		$465K Buy
10,859
+724
+7% +$32.1K 0.04% 297
2016
Q4 		$428K Buy
10,135
+2,800
+38% +$106K 0.04% 296
2016
Q3 		$235K Buy
+7,335
New +$219K 0.02% 379

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 Investment Advisors's MS Position: Q1 2026 in Review

Capital Investment Advisors increased its Morgan Stanley (MS) stake by 0.98% in Q1 2026, buying an estimated $33.4K and bringing the position to 19,816 shares worth $3.26M. The position accounts for 0.05% of the portfolio, ranked #176.

Capital Investment Advisors first reported a position in MS in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.48M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Investment Advisors held 19,816 shares of Morgan Stanley worth $3.26M as of Q1 2026.
  • Capital Investment Advisors bought 193 Morgan Stanley shares in Q1 2026, an estimated $33.4K.
  • Morgan Stanley made up 0.05% of Capital Investment Advisors's portfolio in Q1 2026, its #176 holding.
  • Capital Investment Advisors first reported a position in Morgan Stanley in Q3 2016 and has held it in 39 quarters since.
  • Capital Investment Advisors's Morgan Stanley position peaked at $3.48M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.