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Capital Investment Counsel (Colorado)’s Morgan Stanley MS Stock Holding History

Capital Investment Counsel (Colorado)’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 		$8.35M Buy
39,950
+636
+2% +$126K 1.03% 40
2026
Q1 		$6.47M Buy
39,314
+1,779
+5% +$308K 0.89% 48
2025
Q4 		$6.66M Buy
37,535
+864
+2% +$144K 0.93% 43
2025
Q3 		$5.83M Buy
36,671
+835
+2% +$123K 0.86% 50
2025
Q2 		$5.05M Buy
35,836
+384
+1% +$47.2K 0.78% 58
2025
Q1 		$4.14M Buy
35,452
+619
+2% +$79.8K 0.68% 67
2024
Q4 		$4.38M Buy
+34,833
New +$4.29M 0.73% 62

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s MS Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its Morgan Stanley (MS) stake by 1.6% in Q2 2026, buying an estimated $126K and bringing the position to 39,950 shares worth $8.35M. The position accounts for 1.03% of the portfolio, ranked #40.

Capital Investment Counsel (Colorado) first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 1,451 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 39,950 shares of Morgan Stanley worth $8.35M as of Q2 2026.
  • Capital Investment Counsel (Colorado) bought 636 Morgan Stanley shares in Q2 2026, an estimated $126K.
  • Morgan Stanley made up 1.03% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #40 holding.
  • Capital Investment Counsel (Colorado) first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.