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Capital Performance Advisors’s Morgan Stanley MS Stock Holding History

Capital Performance 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
Q2 		$364K Sell
1,743
-1,097
-39% -$217K 0.02% 207
2026
Q1 		$467K Buy
2,840
+189
+7% +$32.7K 0.03% 232
2025
Q4 		$470K Buy
2,651
+355
+15% +$59.2K 0.03% 226
2025
Q3 		$365K Buy
2,296
+734
+47% +$108K 0.06% 176
2025
Q2 		$220K Buy
+1,562
New +$192K 0.04% 231
2024
Q4 		– Sell
-348
Closed -$36.2K – 1710
2024
Q3 		$36.2K Buy
+348
New +$35K 0.01% 436

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 Performance Advisors's MS Position: Q2 2026 in Review

Capital Performance Advisors reduced its Morgan Stanley (MS) stake by 39% in Q2 2026, selling an estimated $217K and leaving 1,743 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #207.

Capital Performance Advisors first reported a position in MS in Q3 2024 and has held it in 6 quarters since. The position peaked at $470K in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital Performance Advisors held 1,743 shares of Morgan Stanley worth $364K as of Q2 2026.
  • Capital Performance Advisors sold 1,097 Morgan Stanley shares in Q2 2026, an estimated $217K.
  • Morgan Stanley made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #207 holding.
  • Capital Performance Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's Morgan Stanley position peaked at $470K in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.