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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
Q2 		$275K Buy
1,313
+32
+2% +$6.34K 0.01% 150
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
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

Capstone Financial Advisors's MS Position: Q2 2026 in Review

Capstone Financial Advisors increased its Morgan Stanley (MS) stake by 2.5% in Q2 2026, buying an estimated $6.34K and bringing the position to 1,313 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #150.

Capstone Financial Advisors first reported a position in MS in Q1 2021 and has held it in 14 quarters since. The position peaked at $301K in Q1 2022. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capstone Financial Advisors held 1,313 shares of Morgan Stanley worth $275K as of Q2 2026.
  • Capstone Financial Advisors bought 32 Morgan Stanley shares in Q2 2026, an estimated $6.34K.
  • Morgan Stanley made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Capstone Financial Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 14 quarters since.
  • Capstone Financial Advisors's Morgan Stanley position peaked at $301K in Q1 2022.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.