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
Q2 		$4.81M Sell
23,026
-89,734
-80% -$17.8M 0.02% 255
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 $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

Capitolis Liquid Global Markets's MS Position: Q2 2026 in Review

Capitolis Liquid Global Markets reduced its Morgan Stanley (MS) stake by 80% in Q2 2026, selling an estimated $17.8M and leaving 23,026 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #255.

Capitolis Liquid Global Markets first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $163M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capitolis Liquid Global Markets held 23,026 shares of Morgan Stanley worth $4.81M as of Q2 2026.
  • Capitolis Liquid Global Markets sold 89,734 Morgan Stanley shares in Q2 2026, an estimated $17.8M.
  • Morgan Stanley made up 0.02% of Capitolis Liquid Global Markets's portfolio in Q2 2026, its #255 holding.
  • Capitolis Liquid Global Markets first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • Capitolis Liquid Global Markets's Morgan Stanley position peaked at $163M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q2 2026, filed 13 Aug 2026.