CM
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Capula Management’s Morgan Stanley MS Stock Holding History

Capula 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 		– Sell
-16,453
Closed -$2.85M – 1169
2025
Q4 		$2.92M Buy
16,453
+13,986
+567% +$2.33M 0.01% 179
2025
Q3 		$392K Buy
+2,467
New +$364K ﹤0.01% 483
2025
Q2 		– Sell
-2,232
Closed -$274K – 780
2025
Q1 		$260K Buy
2,232
+1,605
+256% +$207K ﹤0.01% 442
2024
Q4 		$78.8K Sell
627
-793
-56% -$97.7K ﹤0.01% 346
2024
Q3 		$148K Sell
1,420
-2,201
-61% -$222K ﹤0.01% 426
2024
Q2 		$352K Buy
3,621
+2,026
+127% +$193K ﹤0.01% 348
2024
Q1 		$150K Buy
+1,595
New +$140K ﹤0.01% 426
2023
Q4 		– Sell
-86,087
Closed -$6.89M – 480
2023
Q3 		$7.03M Buy
+86,087
New +$7.47M 0.15% 77
2023
Q2 		– Sell
-302,212
Closed -$25.8M – 662
2023
Q1 		$26.5M Buy
302,212
+298,575
+8,209% +$27.9M 0.32% 62
2022
Q4 		$309K Sell
3,637
-164,072
-98% -$14M ﹤0.01% 645
2022
Q3 		$13.3M Buy
167,709
+61,224
+57% +$5.16M 0.18% 146
2022
Q2 		$8.1M Buy
+106,485
New +$8.72M 0.14% 161
2021
Q4 		– Sell
-34,070
Closed -$3.32M – 578
2021
Q3 		$3.32M Buy
34,070
+23,521
+223% +$2.33M 0.04% 299
2021
Q2 		$960K Buy
+10,549
New +$905K 0.02% 371
2020
Q2 		– Sell
-454,231
Closed -$19.1M – 414
2020
Q1 		$15.4M Buy
454,231
+384,953
+556% +$18.1M 0.56% 45
2019
Q4 		$3.54M Buy
69,278
+63,473
+1,093% +$3M 0.08% 206
2019
Q3 		$248K Buy
+5,805
New +$248K 0.01% 289

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

Capula Management's MS Position: Q1 2026 in Review

Capula Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 16,453 shares — an estimated $2.85M sold.

Capula Management first reported a position in MS in Q3 2019 and held it in 17 quarters. The position peaked at $26.5M in Q1 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capula Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Capula Management sold 16,453 Morgan Stanley shares in Q1 2026, an estimated $2.85M.
  • Capula Management first reported a position in Morgan Stanley in Q3 2019 and held it in 17 quarters.
  • Capula Management's Morgan Stanley position peaked at $26.5M in Q1 2023.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.