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 		$33.5M Sell
203,500
-6,200
-3% -$1.07M 0.06% 123
2025
Q4 		$37.2M Sell
209,700
-77,300
-27% -$12.9M 0.07% 118
2025
Q3 		$45.6M Buy
287,000
+100,900
+54% +$14.9M 0.08% 110
2025
Q2 		$26.2M Sell
186,100
-197,900
-52% -$24.3M 0.06% 117
2025
Q1 		$44.8M Sell
384,000
-589,800
-61% -$76M 0.12% 85
2024
Q4 		$122M Buy
973,800
+247,700
+34% +$30.5M 0.3% 41
2024
Q3 		$75.7M Buy
726,100
+2,500
+0.3% +$252K 0.23% 51
2024
Q2 		$70.3M Buy
723,600
+135,900
+23% +$12.9M 0.22% 56
2024
Q1 		$55.3M Sell
587,700
-140,800
-19% -$12.4M 0.2% 73
2023
Q4 		$67.9M Buy
728,500
+509,100
+232% +$40.7M 0.2% 70
2023
Q3 		$17.9M Buy
219,400
+12,100
+6% +$1.05M 0.08% 168
2023
Q2 		$17.7M Buy
207,300
+32,700
+19% +$2.8M 0.09% 157
2023
Q1 		$15.3M Sell
174,600
-32,000
-15% -$2.99M 0.08% 174
2022
Q4 		$17.6M Sell
206,600
-19,600
-9% -$1.67M 0.13% 123
2022
Q3 		$17.9M Sell
226,200
-26,500
-10% -$2.23M 0.11% 118
2022
Q2 		$19.2M Sell
252,700
-384,000
-60% -$31.5M 0.09% 129
2022
Q1 		$55.6M Sell
636,700
-808,600
-56% -$78M 0.15% 96
2021
Q4 		$142M Buy
1,445,300
+141,100
+11% +$14.1M 0.24% 79
2021
Q3 		$127M Buy
1,304,200
+113,800
+10% +$11.3M 0.25% 76
2021
Q2 		$109M Buy
1,190,400
+249,200
+26% +$21.4M 0.25% 89
2021
Q1 		$73.1M Buy
941,200
+84,800
+10% +$6.5M 0.22% 93
2020
Q4 		$58.7M Buy
856,400
+473,200
+123% +$27.2M 0.2% 91
2020
Q3 		$18.5M Buy
383,200
+119,400
+45% +$6.01M 0.09% 184
2020
Q2 		$12.7M Buy
263,800
+56,700
+27% +$2.38M 0.08% 204
2020
Q1 		$7.04M Sell
207,100
-404,600
-66% -$19.1M 0.11% 195
2019
Q4 		$31.3M Buy
611,700
+205,800
+51% +$9.74M 0.17% 130
2019
Q3 		$17.3M Buy
405,900
+64,900
+19% +$2.77M 0.12% 165
2019
Q2 		$14.9M Buy
341,000
+73,000
+27% +$3.26M 0.11% 201
2019
Q1 		$11.3M Buy
268,000
+124,900
+87% +$5.26M 0.1% 192
2018
Q4 		$5.67M Buy
143,100
+52,300
+58% +$2.28M 0.07% 224
2018
Q3 		$4.23M Buy
90,800
+40,600
+81% +$1.98M 0.05% 282
2018
Q2 		$2.38M Buy
+50,200
New +$2.62M 0.04% 256
2017
Q2 		– Sell
-4,900
Closed -$209K – 830
2017
Q1 		$209K Sell
4,900
-2,700
-36% -$120K 0.01% 775
2016
Q4 		$320K Buy
+7,600
New +$287K 0.01% 713
2014
Q2 		– Sell
-99,000
Closed -$3.08M – 439
2014
Q1 		$3.08M Sell
99,000
-6,000
-6% -$185K 0.04% 211
2013
Q4 		$3.29M Hold
105,000
– – 0.04% 258
2013
Q3 		$2.83M Sell
105,000
-53,800
-34% -$1.44M 0.03% 286
2013
Q2 		$3.88M Buy
+158,800
New +$3.77M 0.04% 171

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.