Capstone Wealth Management (Alabama)’s Morgan Stanley MS Stock Holding History

Capstone Wealth Management (Alabama)’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	$247K	Buy	+1,182	New	+$234K	0.11%	148

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s MS Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Morgan Stanley (MS) in Q2 2026: 1,182 shares worth $247K. The stake represents 0.11% of the portfolio and ranks #148 among its holdings.

1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Capstone Wealth Management (Alabama) held 1,182 shares of Morgan Stanley worth $247K as of Q2 2026.
Morgan Stanley was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Morgan Stanley made up 0.11% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #148 holding.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.