CS
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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
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 $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 Square's MS Position: Q1 2026 in Review

Capital Square held its Morgan Stanley (MS) position steady in Q1 2026 at 1,986 shares worth $374K. The position accounts for 0.17% of the portfolio, ranked #131.

Capital Square first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $590K in Q2 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Square held 1,986 shares of Morgan Stanley worth $374K as of Q1 2026.
  • Capital Square left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.17% of Capital Square's portfolio in Q1 2026, its #131 holding.
  • Capital Square first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Capital Square's Morgan Stanley position peaked at $590K in Q2 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.