Capstone Financial Advisors’s Morgan Stanley MS Stock Holding History

Capstone Financial 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	$211K	Buy	1,281 +31	+2%	+$5.37K	0.01%	166
2025 Q4	$222K	Buy	+1,250	New	+$209K	0.01%	164
2023 Q4	–	Sell	-3,185	Closed	-$260K	–	153
2023 Q3	$260K	Sell	3,185 -290	-8%	-$25.2K	0.02%	107
2023 Q2	$297K	Buy	3,475 +101	+3%	+$8.64K	0.02%	102
2023 Q1	$296K	Sell	3,374 -89	-3%	-$8.31K	0.02%	102
2022 Q4	$294K	Buy	3,463 +36	+1%	+$3.07K	0.02%	99
2022 Q3	$271K	Sell	3,427 -54	-2%	-$4.55K	0.03%	99
2022 Q2	$265K	Buy	3,481 +31	+0.9%	+$2.54K	0.02%	105
2022 Q1	$301K	Buy	3,450 +532	+18%	+$51.3K	0.02%	102
2021 Q4	$286K	Buy	2,918 +193	+7%	+$19.2K	0.02%	103
2021 Q3	$265K	Buy	2,725 +1	+0%	+$99	0.02%	106
2021 Q2	$250K	Buy	2,724 +37	+1%	+$3.17K	0.02%	114
2021 Q1	$209K	Buy	+2,687	New	+$206K	0.02%	113

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capstone Financial Advisors's MS Position: Q1 2026 in Review

Capstone Financial Advisors increased its Morgan Stanley (MS) stake by 2.5% in Q1 2026, buying an estimated $5.37K and bringing the position to 1,281 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #166.

Capstone Financial Advisors first reported a position in MS in Q1 2021 and has held it in 13 quarters since. The position peaked at $301K in Q1 2022. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Capstone Financial Advisors held 1,281 shares of Morgan Stanley worth $211K as of Q1 2026.
Capstone Financial Advisors bought 31 Morgan Stanley shares in Q1 2026, an estimated $5.37K.
Morgan Stanley made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #166 holding.
Capstone Financial Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 13 quarters since.
Capstone Financial Advisors's Morgan Stanley position peaked at $301K in Q1 2022.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.