CM
MS icon

Caption Management’s Morgan Stanley MS Stock Holding History

Caption Management’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 		$16.5M Buy
+100,000
New +$17.3M 0.1% 226
2021
Q3 		– Sell
-517,400
Closed -$47.4M – 1684
2021
Q2 		$47.4M Buy
+517,400
New +$44.4M 0.62% 23

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

Caption Management's MS Position: Q1 2026 in Review

Caption Management opened a new position in Morgan Stanley (MS) in Q1 2026: 11,000 shares worth $1.81M. The stake represents 0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Caption Management previously reported a position in MS as recently as Q1 2025.

Caption Management first reported a position in MS in Q3 2018 and has held it in 8 quarters since. The position peaked at $5.33M in Q3 2021. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Caption Management held 11,000 shares of Morgan Stanley worth $1.81M as of Q1 2026.
  • Morgan Stanley was a new Caption Management position in Q1 2026.
  • Morgan Stanley made up 0.01% of Caption Management's portfolio in Q1 2026, its #850 holding.
  • Caption Management first reported a position in Morgan Stanley in Q3 2018 and has held it in 8 quarters since.
  • Caption Management's Morgan Stanley position peaked at $5.33M in Q3 2021.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.