Capstone Investment Advisors
MS icon

Capstone Investment Advisors’s Morgan Stanley MS Stock Holding History

Capstone Investment 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 		$13.2M Buy
80,000
+29,500
+58% +$5.11M 0.02% 246
2025
Q4 		$8.97M Sell
50,500
-3,300
-6% -$550K 0.02% 284
2025
Q3 		$8.55M Buy
53,800
+20,200
+60% +$2.98M 0.02% 346
2025
Q2 		$4.73M Sell
33,600
-20,600
-38% -$2.53M 0.01% 405
2025
Q1 		$6.32M Sell
54,200
-163,600
-75% -$21.1M 0.02% 397
2024
Q4 		$27.4M Buy
217,800
+27,900
+15% +$3.44M 0.07% 171
2024
Q3 		$19.8M Sell
189,900
-28,600
-13% -$2.88M 0.06% 183
2024
Q2 		$21.2M Buy
218,500
+4,300
+2% +$409K 0.07% 181
2024
Q1 		$20.2M Sell
214,200
-58,700
-22% -$5.17M 0.07% 174
2023
Q4 		$25.4M Buy
272,900
+97,400
+55% +$7.79M 0.08% 175
2023
Q3 		$14.3M Buy
175,500
+105,800
+152% +$9.19M 0.06% 214
2023
Q2 		$5.95M Buy
69,700
+6,800
+11% +$582K 0.03% 344
2023
Q1 		$5.52M Sell
62,900
-34,700
-36% -$3.24M 0.03% 343
2022
Q4 		$8.3M Buy
97,600
+63,600
+187% +$5.42M 0.06% 269
2022
Q3 		$2.69M Sell
34,000
-8,300
-20% -$700K 0.02% 631
2022
Q2 		$3.22M Sell
42,300
-120,000
-74% -$9.83M 0.02% 560
2022
Q1 		$14.2M Sell
162,300
-180,800
-53% -$17.4M 0.04% 347
2021
Q4 		$33.7M Buy
343,100
+17,800
+5% +$1.77M 0.06% 300
2021
Q3 		$31.7M Sell
325,300
-16,200
-5% -$1.61M 0.06% 294
2021
Q2 		$31.3M Buy
341,500
+51,300
+18% +$4.4M 0.07% 253
2021
Q1 		$22.5M Buy
290,200
+18,100
+7% +$1.39M 0.07% 274
2020
Q4 		$18.6M Buy
272,100
+71,300
+36% +$4.09M 0.06% 252
2020
Q3 		$9.71M Buy
200,800
+11,600
+6% +$584K 0.05% 336
2020
Q2 		$9.14M Buy
189,200
+144,900
+327% +$6.09M 0.06% 284
2020
Q1 		$1.51M Sell
44,300
-146,300
-77% -$6.89M 0.02% 593
2019
Q4 		$9.74M Buy
190,600
+32,500
+21% +$1.54M 0.05% 374
2019
Q3 		$6.75M Buy
158,100
+42,600
+37% +$1.82M 0.05% 364
2019
Q2 		$5.06M Buy
115,500
+63,600
+123% +$2.84M 0.04% 453
2019
Q1 		$2.19M Buy
51,900
+5,200
+11% +$219K 0.02% 571
2018
Q4 		$1.85M Buy
46,700
+8,200
+21% +$358K 0.02% 457
2018
Q3 		$1.79M Sell
38,500
-5,600
-13% -$273K 0.02% 463
2018
Q2 		$2.09M Buy
+44,100
New +$2.3M 0.03% 272
2017
Q1 		– Sell
-7,900
Closed -$333K – 1037
2016
Q4 		$333K Buy
+7,900
New +$299K 0.01% 705
2014
Q2 		– Sell
-105,000
Closed -$3.27M – 438
2014
Q1 		$3.27M Sell
105,000
-502,200
-83% -$15.5M 0.04% 204
2013
Q4 		$19M Hold
607,200
– – 0.21% 61
2013
Q3 		$16.4M Buy
607,200
+404,600
+200% +$10.9M 0.17% 72
2013
Q2 		$4.95M Buy
+202,600
New +$4.8M 0.05% 141

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

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.