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Capital Markets Trading (UK)’s Morgan Stanley MS Stock Holding History

Capital Markets Trading (UK)’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 		$909K Buy
+5,524
New +$956K 0.01% 232
2025
Q3 		– Sell
-2,469
Closed -$365K – 310
2025
Q2 		$348K Sell
2,469
-4,089
-62% -$502K 0.01% 259
2025
Q1 		$765K Sell
6,558
-10,138
-61% -$1.31M 0.01% 242
2024
Q4 		$2.1M Buy
16,696
+1,992
+14% +$245K 0.03% 191
2024
Q3 		$1.53M Sell
14,704
-4,890
-25% -$492K 0.02% 207
2024
Q2 		$1.9M Sell
19,594
-2,398
-11% -$228K 0.03% 202
2024
Q1 		$2.07M Buy
+21,992
New +$1.94M 0.03% 200
2023
Q4 		– Sell
-20,366
Closed -$1.63M – 286
2023
Q3 		$1.66M Buy
20,366
+12,493
+159% +$1.08M 0.02% 207
2023
Q2 		$672K Buy
+7,873
New +$673K 0.01% 220
2023
Q1 		– Sell
-15,928
Closed -$1.49M – 267
2022
Q4 		$1.35M Buy
+15,928
New +$1.36M 0.03% 160
2022
Q2 		– Sell
-21,821
Closed -$1.79M – 234
2022
Q1 		$1.91M Buy
+21,821
New +$2.11M 0.03% 159
2021
Q4 		– Sell
-18,798
Closed -$1.87M – 220
2021
Q3 		$1.87M Sell
18,798
-7,793
-29% -$772K 0.03% 154
2021
Q2 		$2.44M Buy
+26,591
New +$2.28M 0.04% 135
2020
Q4 		– Sell
-32,164
Closed -$1.85M – 217
2020
Q3 		$1.64M Buy
32,164
+17,971
+127% +$905K 0.03% 138
2020
Q2 		$686K Buy
+14,193
New +$596K 0.02% 159
2020
Q1 		– Sell
-15,920
Closed -$750K – 246
2019
Q4 		$814K Buy
+15,920
New +$754K 0.03% 148
2019
Q3 		– Sell
-60,740
Closed -$2.6M – 210
2019
Q2 		$2.66M Buy
60,740
+56,357
+1,286% +$2.51M 0.12% 126
2019
Q1 		$185K Sell
4,383
-42,862
-91% -$1.8M 0.01% 169
2018
Q4 		$1.87M Buy
47,245
+24,944
+112% +$1.09M 0.1% 134
2018
Q3 		$1.04M Sell
22,301
-11,704
-34% -$572K 0.05% 152
2018
Q2 		$1.61M Buy
34,005
+24,697
+265% +$1.29M 0.08% 131
2018
Q1 		$502K Buy
+9,308
New +$515K 0.02% 154

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 Markets Trading (UK)'s MS Position: Q1 2026 in Review

Capital Markets Trading (UK) opened a new position in Morgan Stanley (MS) in Q1 2026: 5,524 shares worth $909K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Capital Markets Trading (UK) previously reported a position in MS as recently as Q2 2025.

Capital Markets Trading (UK) first reported a position in MS in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Markets Trading (UK) held 5,524 shares of Morgan Stanley worth $909K as of Q1 2026.
  • Morgan Stanley was a new Capital Markets Trading (UK) position in Q1 2026.
  • Morgan Stanley made up 0.01% of Capital Markets Trading (UK)'s portfolio in Q1 2026, its #232 holding.
  • Capital Markets Trading (UK) first reported a position in Morgan Stanley in Q1 2018 and has held it in 22 quarters since.
  • Capital Markets Trading (UK)'s Morgan Stanley position peaked at $2.66M in Q2 2019.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Markets Trading (UK)'s 13F filing for Q1 2026, filed 15 May 2026.