Capstone Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.64M | Buy |
28,203
+21,102
| +297% | +$3.65M | 0.01% | 435 |
|
|
2025
Q4 | $1.26M | Buy |
7,101
+929
| +15% | +$155K | ﹤0.01% | 780 |
|
|
2025
Q3 | $981K | Sell |
6,172
-15,156
| -71% | -$2.24M | ﹤0.01% | 1033 |
|
|
2025
Q2 | $3M | Sell |
21,328
-66,264
| -76% | -$8.14M | 0.01% | 521 |
|
|
2025
Q1 | $10.2M | Buy |
87,592
+79,040
| +924% | +$10.2M | 0.03% | 297 |
|
|
2024
Q4 | $1.08M | Sell |
8,552
-18,262
| -68% | -$2.25M | ﹤0.01% | 1046 |
|
|
2024
Q3 | $2.8M | Sell |
26,814
-695
| -3% | -$70K | 0.01% | 626 |
|
|
2024
Q2 | $2.67M | Buy |
27,509
+1,598
| +6% | +$152K | 0.01% | 624 |
|
|
2024
Q1 | $2.44M | Buy |
25,911
+10,094
| +64% | +$889K | 0.01% | 693 |
|
|
2023
Q4 | $1.47M | Sell |
15,817
-65,612
| -81% | -$5.25M | ﹤0.01% | 903 |
|
|
2023
Q3 | $6.65M | Sell |
81,429
-3,451
| -4% | -$300K | 0.03% | 362 |
|
|
2023
Q2 | $7.25M | Buy |
84,880
+33,658
| +66% | +$2.88M | 0.04% | 300 |
|
|
2023
Q1 | $4.5M | Sell |
51,222
-39,935
| -44% | -$3.73M | 0.02% | 384 |
|
|
2022
Q4 | $7.75M | Sell |
91,157
-62,214
| -41% | -$5.3M | 0.06% | 284 |
|
|
2022
Q3 | $12.1M | Buy |
153,371
+33,021
| +27% | +$2.78M | 0.07% | 192 |
|
|
2022
Q2 | $9.15M | Sell |
120,350
-86,355
| -42% | -$7.07M | 0.04% | 284 |
|
|
2022
Q1 | $18.1M | Buy |
206,705
+190,312
| +1,161% | +$18.4M | 0.05% | 288 |
|
|
2021
Q4 | $1.61M | Sell |
16,393
-60,029
| -79% | -$5.98M | ﹤0.01% | 1176 |
|
|
2021
Q3 | $7.44M | Buy |
+76,422
| New | +$7.57M | 0.01% | 715 |
|
|
2021
Q2 | – | Sell |
-73,037
| Closed | -$6.26M | – | 1808 |
|
|
2021
Q1 | $5.67M | Buy |
+73,037
| New | +$5.6M | 0.02% | 615 |
|
|
2020
Q4 | – | Sell |
-1,006,772
| Closed | -$57.8M | – | 1727 |
|
|
2020
Q3 | $48.7M | Buy |
+1,006,772
| New | +$50.7M | 0.25% | 75 |
|
|
2020
Q2 | – | Sell |
-32,733
| Closed | -$1.37M | – | 1348 |
|
|
2020
Q1 | $1.11M | Sell |
32,733
-13,423
| -29% | -$632K | 0.02% | 685 |
|
|
2019
Q4 | $2.36M | Buy |
46,156
+13,440
| +41% | +$636K | 0.01% | 787 |
|
|
2019
Q3 | $1.4M | Sell |
32,716
-33,637
| -51% | -$1.44M | 0.01% | 821 |
|
|
2019
Q2 | $2.91M | Sell |
66,353
-5,761
| -8% | -$257K | 0.02% | 636 |
|
|
2019
Q1 | $3.04M | Buy |
72,114
+27,583
| +62% | +$1.16M | 0.03% | 482 |
|
|
2018
Q4 | $1.77M | Buy |
44,531
+12,654
| +40% | +$552K | 0.02% | 468 |
|
|
2018
Q3 | $1.49M | Buy |
31,877
+8,493
| +36% | +$415K | 0.02% | 497 |
|
|
2018
Q2 | $1.11M | Buy |
+23,384
| New | +$1.22M | 0.02% | 368 |
|
|
2018
Q1 | – | Sell |
-5,530
| Closed | -$290K | – | 478 |
|
|
2017
Q4 | $290K | Buy |
+5,530
| New | +$280K | 0.01% | 369 |
|
|
2017
Q2 | – | Sell |
-1,612
| Closed | -$69K | – | 829 |
|
|
2017
Q1 | $69K | Buy |
+1,612
| New | +$71.5K | ﹤0.01% | 824 |
|
|
2016
Q2 | – | Sell |
-143,317
| Closed | -$3.58M | – | 800 |
|
|
2016
Q1 | $3.58M | Buy |
+143,317
| New | +$3.66M | 0.11% | 127 |
|
|
2014
Q4 | – | Sell |
-36,321
| Closed | -$1.25M | – | 385 |
|
|
2014
Q3 | $1.25M | Buy |
36,321
+3,421
| +10% | +$114K | 0.01% | 318 |
|
|
2014
Q2 | $1.06M | Buy |
+32,900
| New | +$1.01M | 0.01% | 307 |
|
Other funds holding MS
VCM
VPM
Capstone Investment Advisors's MS Position: Q1 2026 in Review
Capstone Investment Advisors increased its Morgan Stanley (MS) stake by 297% in Q1 2026, buying an estimated $3.65M and bringing the position to 28,203 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #435.
Capstone Investment Advisors first reported a position in MS in Q2 2014 and has held it in 34 quarters since. The position peaked at $48.7M in Q3 2020. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Capstone Investment Advisors held 28,203 shares of Morgan Stanley worth $4.64M as of Q1 2026.
- Capstone Investment Advisors bought 21,102 Morgan Stanley shares in Q1 2026, an estimated $3.65M.
- Morgan Stanley made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #435 holding.
- Capstone Investment Advisors first reported a position in Morgan Stanley in Q2 2014 and has held it in 34 quarters since.
- Capstone Investment Advisors's Morgan Stanley position peaked at $48.7M in Q3 2020.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.