CLGM
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Capitolis Liquid Global Markets’s Morgan Stanley MS Stock Holding History

Capitolis Liquid Global Markets’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 		$18.6M Sell
112,760
-807,035
-88% -$140M 0.12% 138
2025
Q4 		$163M Buy
919,795
+617,795
+205% +$103M 0.97% 22
2025
Q3 		$48M Sell
302,000
-558,000
-65% -$82.4M 0.38% 52
2025
Q2 		$121M Buy
+860,000
New +$106M 0.89% 26

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

Capitolis Liquid Global Markets's MS Position: Q1 2026 in Review

Capitolis Liquid Global Markets reduced its Morgan Stanley (MS) stake by 88% in Q1 2026, selling an estimated $140M and leaving 112,760 shares worth $18.6M. The position accounts for 0.12% of the portfolio, ranked #138.

Capitolis Liquid Global Markets first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $163M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capitolis Liquid Global Markets held 112,760 shares of Morgan Stanley worth $18.6M as of Q1 2026.
  • Capitolis Liquid Global Markets sold 807,035 Morgan Stanley shares in Q1 2026, an estimated $140M.
  • Morgan Stanley made up 0.12% of Capitolis Liquid Global Markets's portfolio in Q1 2026, its #138 holding.
  • Capitolis Liquid Global Markets first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Capitolis Liquid Global Markets's Morgan Stanley position peaked at $163M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q1 2026, filed 15 May 2026.