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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
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 $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 Performance Advisors's MS Position: Q1 2026 in Review

Capital Performance Advisors increased its Morgan Stanley (MS) stake by 7.1% in Q1 2026, buying an estimated $32.7K and bringing the position to 2,840 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #232.

Capital Performance Advisors first reported a position in MS in Q3 2024 and has held it in 5 quarters since. The position peaked at $470K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Performance Advisors held 2,840 shares of Morgan Stanley worth $467K as of Q1 2026.
  • Capital Performance Advisors bought 189 Morgan Stanley shares in Q1 2026, an estimated $32.7K.
  • Morgan Stanley made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #232 holding.
  • Capital Performance Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's Morgan Stanley position peaked at $470K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.