CIAS
MS icon

Capital Investment Advisory Services’s Morgan Stanley MS Stock Holding History

Capital Investment Advisory 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
Q1 		$2.42M Buy
14,677
+75
+0.5% +$13K 0.18% 125
2025
Q4 		$2.59M Sell
14,602
-582
-4% -$97.1K 0.18% 130
2025
Q3 		$2.41M Buy
15,184
+95
+0.6% +$14K 0.19% 128
2025
Q2 		$2.13M Buy
15,089
+423
+3% +$52K 0.17% 135
2025
Q1 		$1.71M Buy
14,666
+194
+1% +$25K 0.15% 152
2024
Q4 		$1.82M Buy
14,472
+352
+2% +$43.4K 0.18% 130
2024
Q3 		$1.47M Buy
14,120
+391
+3% +$39.4K 0.14% 153
2024
Q2 		$1.33M Sell
13,729
-86
-0.6% -$8.19K 0.14% 155
2024
Q1 		$1.3M Buy
13,815
+370
+3% +$32.6K 0.14% 161
2023
Q4 		$1.25M Buy
13,445
+2,528
+23% +$202K 0.12% 163
2023
Q3 		$892K Buy
10,917
+776
+8% +$67.4K 0.09% 198
2023
Q2 		$866K Buy
10,141
+2,224
+28% +$190K 0.09% 195
2023
Q1 		$695K Buy
7,917
+862
+12% +$80.4K 0.08% 209
2022
Q4 		$600K Sell
7,055
-150
-2% -$12.8K 0.07% 234
2022
Q3 		$569K Buy
7,205
+3,259
+83% +$275K 0.07% 227
2022
Q2 		$300K Buy
3,946
+1,529
+63% +$125K 0.04% 355
2022
Q1 		$211K Buy
2,417
+250
+12% +$24.1K 0.02% 474
2021
Q4 		$213K Buy
+2,167
New +$216K 0.03% 458
2019
Q4 		– Sell
-1,846
Closed -$79K – 986
2019
Q3 		$79K Sell
1,846
-5
-0.3% -$214 0.02% 444
2019
Q2 		$82K Buy
1,851
+1,259
+213% +$56.1K 0.02% 433
2019
Q1 		$25K Buy
592
+105
+22% +$4.42K 0.01% 632
2018
Q4 		$19K Buy
+487
New +$21.3K 0.01% 651

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 Advisory Services's MS Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Morgan Stanley (MS) stake by 0.51% in Q1 2026, buying an estimated $13K and bringing the position to 14,677 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #125.

Capital Investment Advisory Services first reported a position in MS in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.59M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Investment Advisory Services held 14,677 shares of Morgan Stanley worth $2.42M as of Q1 2026.
  • Capital Investment Advisory Services bought 75 Morgan Stanley shares in Q1 2026, an estimated $13K.
  • Morgan Stanley made up 0.18% of Capital Investment Advisory Services's portfolio in Q1 2026, its #125 holding.
  • Capital Investment Advisory Services first reported a position in Morgan Stanley in Q4 2018 and has held it in 22 quarters since.
  • Capital Investment Advisory Services's Morgan Stanley position peaked at $2.59M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.