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Capital Square’s Morgan Stanley MS Stock Holding History

Capital Square’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 		$392K Sell
1,762
-224
-11% -$44.4K 0.17% 132
2026
Q1 		$374K Hold
1,986
– – 0.17% 131
2025
Q4 		$353K Hold
1,986
– – 0.18% 127
2025
Q3 		$316K Hold
1,986
– – 0.16% 134
2025
Q2 		$283K Hold
1,986
– – 0.15% 148
2025
Q1 		$232K Sell
1,986
-110
-5% -$14.2K 0.14% 155
2024
Q4 		$289K Sell
2,096
-3,251
-61% -$400K 0.16% 135
2024
Q3 		$557K Sell
5,347
-412
-7% -$41.5K 0.34% 88
2024
Q2 		$590K Hold
5,759
– – 0.38% 79
2024
Q1 		$542K Hold
5,759
– – 0.38% 73
2023
Q4 		$537K Buy
+5,759
New +$461K 0.61% 49

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 $3.37T AUM 44.26% 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 Square's MS Position: Q2 2026 in Review

Capital Square reduced its Morgan Stanley (MS) stake by 11% in Q2 2026, selling an estimated $44.4K and leaving 1,762 shares worth $392K. The position accounts for 0.17% of the portfolio, ranked #132.

Capital Square first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $590K in Q2 2024. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capital Square held 1,762 shares of Morgan Stanley worth $392K as of Q2 2026.
  • Capital Square sold 224 Morgan Stanley shares in Q2 2026, an estimated $44.4K.
  • Morgan Stanley made up 0.17% of Capital Square's portfolio in Q2 2026, its #132 holding.
  • Capital Square first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • Capital Square's Morgan Stanley position peaked at $590K in Q2 2024.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.